InvestOps’ Post

We’ve hit Year 4 of our journey to bring innovation to equity capital markets, and we couldn’t be more excited!   Last month we exceeded key global milestones via the portal: Over 5,000 deals Over 9,500 term sheets We also continue to grow and enhance our suite of products: - DealDashboard: real-time overview of global ECM deal information - DealFeed: integrate deal information into existing systems - DealDownload: download the latest priced deal data and more in the pipeline…!   At the heart of our development is the belief that any financial institution should be able to create its own tapestry of interoperable systems — internally and externally — so you can better operate and automate some of the manual and time-consuming processes so common in capital markets issuances.   Our talented global team is driven by a commitment to excellence and innovation. We can’t wait to show you what we have in store for this coming year! #capitalmarkets #ecm #innovation #fintech #automation

Secure your ticket here: https://lnkd.in/e6RMzFBi We’re delighted to have Rob Middleton, Chief Data Officer and Elodie Blyth de Fontenay, Head of Digital Strategy & Transformation from Royal London Asset Management present at this year’s InvestOps Europe! Don’t miss out on their keynote as they discuss how they are transforming their data model to create data-driven operational processes and generate insights that boost efficiency and performance. #middleoffice #backoffice #investops #investmentoperations

📣 Introducing: Investor Data Review Efficient data management is crucial for modern fund operations, yet critical information often remains trapped in analog documents or isolated systems. That’s why Flow is continually investing in capabilities that transform data into operating leverage. Our platform makes it easy to collect accurate, structured data from limited partners through digital onboarding workflows and ad-hoc task assignments. Now, this latest release enables fund managers and service providers to effortlessly review and extract this data for use across external systems. Here are just a few things you can do with Investor Data Review: 🔍 Quickly reference individual info: Easily answer questions, access documents, and confirm information about individual LPs directly from their contact records in Flow. 📝 Streamline LP onboarding: Analyze LP subscription information at scale, making it easier for legal counsel to review answers, spot errors, and guide LPs through the digital onboarding process on Flow. 📤 Export data to external systems: Export investor data from Flow to other systems as needed, ensuring seamless integration into your tech stack and preventing the creation of new data silos. Check out the release notes to learn more (link in comments). #privatemarkets #privatefunds #fundmanagement

As data transformations at Buy Side firms mature, the need to ensure connectivity between data sources and workflows is of increasing importance.   Come and join our expert speakers and understand their strategies for scaling and streamlining their data models to boost business insights and enhance operational performance! Check out the experts ahead of time: Lou Rosato | BlackRock Vince Pasqualicchio | American Family Insurance Salomon Gagné | FINARCH Jack Dahlstedt | State Street Moderator: Mike Meriton | EDM Council Get your tickets here: https://lnkd.in/eADKaepP   #investops #investmentoperations #middleoffice #backoffice

One week till FundsTech Forum where Simon, Bill, Thomas and Revel will take the stage to discuss "Data and utilities: Why is the funds industry so terrible at creating a utility?" They'll take a look at various initiatives designed to harmonise and standardise data in the funds industry and ask why the industry is so poor at creating a central utility – one that is much needed in order to create efficiencies and lower the operating and regulatory costs in asset management. For more information about the FundsTech Forum London agenda and registration: https://lnkd.in/erAVRPbJ Funds Europe #data #funds #fundsmanagement #fundmanagers #assetmanagement

Are you a Fund Manager? 💰 Did you know that CannaSpyglass' data can help you find new, high-quality investment opportunities? 🚀 Learn more about how you can use our platform to turn prospects into investments faster here: https://hubs.la/Q02k1nBx0 #cannabisdata #investors #investmentdata #cannabisindustry

Is your asset and wealth management technology future-proof? We’ll be joined at #IMpower #FundForum by Terry Yodaiken, Victoria Kent, Franck Bonte, Kate McClellan and Jeanne Duvoux who will discuss how leading firms are approaching retiring legacy systems, adopting emerging tech, data management and data governance whilst aligning controls and seamlessly merging workflows. If operations and innovation is your thing, check out all the sessions we have on that stage 👉 http://spr.ly/6045510tL #innovation #technology #datamanagement #assetmanagement #wealthmanagement

🔍 As more GPs make the shift to new service providers, find out what’s fueling this trend in our upcoming webinar: https://okt.to/mPDlcu 📍 September 25, 2024, at 15:30 PM BST | 10:30 AM ET Featuring Elaine Chim, FCA, Global Head of Closed Products and Matthew Semenza, Partner at Lionpoint Group (an Alpha Group company), this session will shed light on navigating new regulatory environments, meeting evolving investor expectations, and leveraging tech and global teams in today's market. Perfect for general partners, fund managers, and financial professionals looking to stay ahead of the curve. #ServiceProviders #FundManagement #FinancialServices #WeAreApex #ApexGroup

Monitoring private market portfolio data across different platforms can be challenging. Colmore’s Fund Admin service for GPs can be combined with portfolio monitoring services seamlessly. Colmore's proprietary platform HELIOS provides a unified experience integrating fund data management, real-time analytics and Fund Admin services into a single platform. This enables fund managers to streamline administration and portfolio monitoring, ensuring all client data is easily accessible in one place. Request a demo to find out more: https://okt.to/DhqV0m #PrivateMarkets #FundManagement #PortfolioMonitoring

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐞𝐯𝐞𝐧𝐭: https://lnkd.in/eTkbSTN9 Dial in to this important debate around assessing which tech platforms and tools are best equipped to support your trading strategies, and how you can scale capabilities to further streamline the trade life cycle at InvestOps USA 2025! Our speakers will go over various topics, including:  ✔️ What are the major considerations when evaluating front-to-back trading platforms vs. building more bespoke post-trade capabilities and systems?     ✔️ How can you best manage the migration from legacy platforms to next-generation technologies?     ✔️ What are the various advantages and disadvantages of front-to-back platforms and best-of-breed setups?     ✔️ Can front-to-back platforms truly support a multi-asset trading strategy without any specialist systems servicing more complex asset classes?  𝐅𝐫𝐨𝐧𝐭-𝐭𝐨-𝐁𝐚𝐜𝐤 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Lou Rosato | BlackRock  Kevin Khokhar | T. Rowe Price     𝐁𝐞𝐬𝐭 𝐨𝐟 𝐁𝐫𝐞𝐞𝐝 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬: Michelle Mueller | Principal Asset Management Laura Jacques, MBA | Fidelity Investments    #middleoffice #backoffice #investops #investmentoperations