Client Development Director - Private Equity, GP & LP

Chronograph, a provider of portfolio monitoring and analytics technology for private capital investors, has partnered with Perplexity to integrate its data into Perplexity's answer engine and agent platform, Perplexity Computer. The integration allows private capital professionals to query validated portfolio data in plain language within Perplexity alongside licensed research sources. The connector enables teams to pull portfolio data from Chronograph for analytics and reporting, with all figures traceable to source documents. Chronograph is now available amongst Perplexity's Licensed Finance Data Sources. The connector is available to Chronograph clients with eligible Perplexity Pro, Max, or Enterprise subscriptions. Customers authenticate their own entitlements without requiring a separate data contract. Founded in 2016, Chronograph serves institutional limited partners and general partners, with backing from Sixth Street, Summit Partners, Carlyle AlpInvest, and Nasdaq.

Weekly news - week of july 20, 2025. This week sees agentic AI move beyond individual productivity and into firm-wide operations, with new digital coworkers and agent platforms supporting deal screening, portfolio intelligence and relationship management. Alongside this, fund data infrastructure runs through many launches and integrations, while a cluster of fundraises and fresh client wins signals steady commercial momentum. New & updated products. Intapp has made Celeste, its agentic AI coworker for private capital and professional firms, generally available. Celeste runs firm workflows including deal screening, conflicts clearance, business development and lateral hiring on each firm's own data, methods and compliance rules, with new MCP connectors to Moody's, FactSet, PitchBook and MSCI, and Hg and BakerHostetler among early adopters. Allvue Systems has launched Portfolio Intelligence and Deal Analytics on its OneVue platform, giving private credit GPs an AI-enabled portfolio workspace and benchmarks built from deal-level data, initially available to select credit GP clients. Navatar has launched a Claude-native deal engine for private equity and investment banking teams on Salesforce, combining Navatar CRM, Navatar AI, Salesforce Agentforce and Claude into a governed, AI-first operating model that reduces manual data entry and surfaces proactive signals across deals and relationships. Affinity has launched Affinity Ascend, an agent platform for deal teams with tools for meeting prep, automated CRM updates and warm-intro sourcing across the deal cycle. Standard Metrics has launched Portfolio Intelligence as a Service, helping GPs assess where portfolio companies are strong, where they are exposed, and how they compare to private market peers. Owlin has rebuilt its risk-intelligence platform from the ground up, giving risk teams a single view across their portfolio, developed directly from customer feedback. Quantios has launched a Timesheet Agent for trust and corporate services firms that captures billable time automatically as work happens, removing the need to reconstruct records from memory. Deal activity. Finster AI has raised a combined $15m Seed and Series A led by FinTech Collective and Peak XV, with Hoxton Ventures participating, to support U.S. expansion, London headquarters growth and data and technology partnerships. fundcraft has increased its Series A round to €11m following a new €6m investment led by 3VC and MiddleGame Ventures, supporting product development, European expansion and hiring after a 60% increase in funds managed since its first close. Moonfare has closed its Luxembourg-domiciled Co-Investment Fund II at $83m, above target, with the fund already around 30% invested alongside Hg, Vista and EQT. Finalis network member Argonite Partners has advised on the structured sale of PCRecruiter to Recur Software. Dasseti has entered into an agreement to be acquired by Nasdaq, bringing its due diligence and monitoring capabilities into the Nasdaq eVestment network. Partnerships & integrations. S&P Capital IQ S&P Global Market Intelligence has partnered with and taken a minority investment in Farsight to bring an AI-driven capability into Capital IQ Pro that generates client-ready materials such as pitch decks, CIMs and valuations using firm templates and prior work, to be offered as an add-on later this year. Hazeltree has completed its technical integration with TreasurySpring, letting clients access over 1,100 fixed-term funds across 11 currencies directly within their existing Hazeltree cash boards. New clients. FactSet has been adopted by Curi Holdings, which will use FactSet's Portfolio Analytics Suite, including Whole Portfolio Analytics, the FactSet Performance Solution and the Private Capital Data Aggregation Service, to modernise investment operations and enhance portfolio visibility and risk management. Chronograph has been selected by Los Angeles private equity firm Vance Street Capital, investing out of its $775m fourth fund, to automate data collection, valuations and reporting across its portfolio. SimCorp has been selected by European private debt manager Kartesia, which has moved to the Domos platform to replace disconnected systems and reduce manual work across a growing investor base. Office & personnel. Evalueserve has appointed Nitin Narkhede, who brings over 30 years of experience, as Chief Technology Officer to lead technology strategy and its domain-led AI platforms. Deal Engine has appointed Michael Santos, formerly global head of sales at Chronograph and previously at DealCloud, Intapp, iLEVEL and Investran, to its board. Vendor research & whitepapers. Allvue Systems reports in its 2026 Alternatives Compensation & Carry Survey, that 58% of alternative investment firms still administer carry in Excel, pointing to operational gaps as carry programmes grow more complex and transparency expectations rise. qashqade found in its 2026 Summer Survey that 87% of private markets professionals said no advantage from AI would justify the risk of an incorrect waterfall calculation. Did Holland Mountain Group forget something? Do you have vendor news to share? Holland Mountain Group want to know! Please reach out to Holland Mountain Group at [email protected] Thinking about your data and tech stack? Holland Mountain Group can help! Holland Mountain Group help LPs & GPs find the system, supplier or market data provider that is best-suited for their current and future needs. Get in touch with its team today. More PE stack news.

Market brief: wall Street raises earnings expectations as corporate profits strengthen. by AdvisorHub Digital June 16, 2026 Wall Street raises earnings expectations as corporate profits strengthen. Wells Fargo raised its 2026 earnings estimate for the S&P 500, citing resilient corporate fundamentals, easing geopolitical uncertainty and continued investment in artificial-intelligence infrastructure. The firm expects profit growth to support equities even as inflation remains a key risk. Cyclical companies and semiconductor businesses may be particularly well positioned if economic growth holds and technology companies continue spending heavily on data centers and computing capacity. Why It Matters: Stronger earnings could provide fundamental support for stocks despite elevated valuations and uncertain interest-rate policy. Surging earnings forecasts revive concerns about an AI bubble. Long-term earnings expectations for S&P 500 companies have climbed above levels recorded during the dot-com boom, according to Fortune. Analysts now anticipate growth far above historical averages, reflecting optimism surrounding artificial intelligence and technology investment. Some economists warn that unusually aggressive forecasts may be helping investors justify expensive valuations, creating greater downside risk if AI adoption, productivity gains or corporate profits fail to meet expectations. Why It Matters: Advisors may need to stress-test portfolios that rely heavily on sustained AI-driven earnings growth. U.S. Consumer sentiment improves as gas prices ease. U.S. consumer sentiment improved in June as gasoline prices declined, according to the University of Michigan's latest survey. The improvement was broad-based, with lower-income households showing a particularly strong response to reduced fuel costs. However, confidence remains historically weak as consumers continue to contend with elevated inflation, geopolitical uncertainty and concerns about the broader economy. Why It Matters: Consumer confidence can influence household spending, corporate earnings and expectations for U.S. economic growth. Alternatives. Sixth Street invests $143 million in private-markets data platform. Sixth Street is investing $143 million in Chronograph, a technology company that monitors private-equity and venture-capital portfolios representing trillions of dollars in assets. The deal reflects growing demand for reliable, standardized data as private markets expand and managers deploy artificial intelligence. Chronograph plans to use the capital to broaden its international presence and improve tools that help investors analyze exposures, risks and portfolio performance. Why It Matters: Better data infrastructure could make private-market investments easier to monitor, compare and incorporate into client portfolios. Cryptocurrency. BlackRock launches bitcoin fund designed to generate Income. BlackRock introduced a bitcoin-focused fund that seeks to generate cash flow while maintaining exposure to the cryptocurrency, according to CoinDesk. The product uses an options-based strategy intended to monetize bitcoin's volatility, expanding the range of digital-asset investments available to institutions. The launch illustrates how traditional asset managers are moving beyond straightforward spot bitcoin funds and developing products that apply familiar portfolio strategies to cryptocurrency exposure. Why It Matters: Income-oriented structures may broaden bitcoin's appeal, but investors must understand how options can limit upside and introduce additional complexity. The 21-year broker referred 26 Cambridge customers and one former customer to a tax consultancy service, generating approximately $30,000 in referral fees. Jun 15, 2026 Jun 12, 2026