Solutions
Due diligence company Castle Hall Alternatives has expanded its OpsMonitor due diligence monitoring platform with a range of new features, accessed through the firm’s DueDiligenceProfessional online app, include detailed financial statement and ADV reviews, dashboards and analytics.
“Diligence monitoring is the foundation of any effective due diligence program,” says Chris Addy (pictured), Castle Hall’s president and CEO. “However, many aspects of manager monitoring are challenging to implement. The financial statement review process, for example, is time compressed, the workload can be voluminous, and spreadsheets are inflexible and cumbersome as reporting tools. Above all, how does the diligence team validate that
For private equity fund managers, the daily task list is growing in both its length and its complexity – and in many cases, these tasks fall outside the scope of a manager’s expertise or general interest. Technology, for example, is not a hidden skill most fund managers or C-level execs can tout. And as IT evolves and its complexity grows, many private equity firms are looking for opportunities to evolve the back office and leverage outsourced support – freeing up managers to spend more time on what they do best – raising and investing in successful funds.
Drivers for back
Rocaton Investment Advisors has formed a partnership with SAF Platform, a New York City based financial technology firm to offer offer private capital and hedge fund research to institutional investors.
Potential clients include endowments, foundations, insurance companies, pension funds, family offices, and registered investment advisors.
"Rocaton is singularly focused on our clients' success, and a cornerstone of that success is objective investment research. Our experienced and dedicated team of research professionals analyse investment themes, managers and strategies to deliver a comprehensive evaluation of each opportunity," says Robin Pellish, CEO, Rocaton. “We see the growing need for high quality, unbiased investment
PraxisIFM Group, one of the largest independent financial services operations based in the Channel Islands, has listed on The International Stock Exchange (TISE).
The Guernsey-registered business, with assets under administration in excess of USD40 billion and revenues of more than GBP30 million, has around 300 staff across 10 jurisdictions.
Simon Thornton, PraxisIFM’s chief executive officer, says: “PraxisIFM is thrilled to announce its listing on TISE, which will broaden further the group’s profile internationally and, in particular, within our target markets.
“This listing will strengthen our position as an employer of choice, enhancing our ability to attract and retain
SEI has welcomed three new participants to Codify, the company’s new Regulation Technology (RegTech) incubator. Codify is the first London-based incubator designed solely for financial regulation technology developers.
The incubator provides participants with crucial business resources and development opportunities, including office space in SEI’s UK headquarters for a minimum of four months, providing access to SEI’s extensive in-house resources and exposing them to a number of financial services sectors.
Mentoring from both SEI employees and third-party experts across various disciplines is also part of the package. External mentors include Jason Boud of the RegTech Forum, executives from leading RegTech start-ups, and
For newly emerging investment firms or long-standing established ones, the choice to adopt a cloud-based architecture is becoming an easy one. Few firms have a business model where an in-house Comm. Room makes strategic or economic sense. And even for those who have the means to do so, managing and maintaining all levels of IT on-premise may not always make the most business sense.
Whether it’s the entirety of your technology environment or a few select applications, most firms find that it’s worth considering a cloud platform to leverage a predictable, scalable and feature-rich infrastructure. But when is the right
Ipes, a provider of outsourced services to private equity firms in Europe, is providing administration services to HgCapital and has supported its recent close of the HgCapital 8 Fund and, separately, a first and final close on The Mercury 2 Fund.
Both closing are at their respective hard capitalisations raising a total of GBP3.1 billion.
Both funds were significantly oversubscribed and received strong support from existing investors.
HgCapital is currently partnering in 30 investments across the larger buyout and Mercury funds, with examples including Visma, IRIS, JLA, Sovos Compliance and CogitalGroup.
Barry McClay, Ipes head of fund
Private equity fund administrator Gen II Fund Services has increased its assets under administration to in excess of USD150 billion.
Since its founding in 2009, Gen II has grown to become the industry's largest independent firm focused on private equity fund administration.
Norman Leben, managing principal of Gen II, says: "Our dedication to the highest standards of performance in our industry, an unrivalled track record of exceptional client service and our long term focus and dedication to the private equity fund administration have enabled us to reach this milestone. We thank our clients for their trust in us and our
CheckRecipient, a machine learning start-up that aims to end the problem of misaddressed emails, has raised USD2.7 million in a round co-led by Accel and LocalGlobe, with the participation of Winton Ventures, Amadeus Capital Partners and Crane.
Started in 2013 by three engineering graduates from Imperial College, CheckRecipient has developed an email security platform that uses machine learning to make sure sensitive or confidential data cannot be sent to the wrong individual.
CheckRecipient scans historical email data to understand conventional usage patterns and behaviours in companies’ email systems. Using machine learning allows CheckRecipient to spot anomalies and give users
Fintech company Koger has deployed its flagship NTAS platform for fund administration and compliance in the cloud.
NTAS is a share registry system that manages fund tracking, reporting and fee calculation.
More than 8,000 funds with USD2 trillion in assets are administered through NTAS, which is used by many of the largest funds, fund administrators and financial institutions.
The NTAS platform and its complementary product suite support all types of investment funds, including hedge funds, private equity, mutual funds, money market funds and pension funds.
“The migration of NTAS to the cloud is part of our ongoing
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12 November, 2026 – 8:00 am
12 November, 2026 – 5:00 pm
