Latest news with #GeneralPartners
National Post
05-08-2025
- Business
- National Post
MSCI Advances Private Markets Strategy With New Solutions Built for General Partners
Article content Private Asset and Deal Metrics and RCA Funds further demonstrate MSCI's commitment to empower GPs with purpose-built, scalable, data-driven tools Article content NEW YORK — MSCI Inc. (NYSE: MSCI) has launched two new data and analytics solutions, Private Asset and Deal Metrics and Real Capital Analytics (RCA) Funds, designed to provide General Partners (GPs) with deeper insights and enhanced investor engagement capabilities, enabling them to develop more effective strategies for capital formation and deployment across private asset and commercial real estate markets. Article content Article content Private Asset and Deal Metrics is built on private company and deal-level data from more than 26,000 private equity buyout deals representing $2 trillion in net asset value 1. The solution enables GPs to benchmark performance, validate investment themes and engage Limited Partners (LPs) with greater confidence. Article content RCA Funds delivers global intelligence on institutional real estate funds. It draws on commercial real estate profiles of over 1,600 GPs and 800 LPs and data on more than 8,000 real-estate funds 2. The solution supports GPs' fundraising by providing deep insights into LP investment criteria and also helps them strengthen investor relations through transparent fund performance for better reporting. Article content In the recent MSCI General Partner Survey, more than half of respondents said that they face difficulties finding attractive deals, while one third identified fundraising and capital flows as their top challenges. As GPs navigate this complex and increasingly competitive environment, these new solutions are designed to address critical gaps in data transparency, benchmarking and decision-making capabilities across the full capital investment lifecycle. Article content 'GPs are operating under increasing pressure in what continues to be a challenging market environment, facing heightened competition for capital and deal-making as well as growing scrutiny from investors and regulators,' said Luke Flemmer, Head of Private Assets at MSCI. 'Our goal is to deliver solutions that empower general partners to more clearly articulate their value, operate with greater efficiency and clarity and strengthen investor engagement. We are committed to building a robust suite of scalable tools, analytics and institutional-quality insights that drive client success and expand transparency across private markets.' Article content While MSCI continues to introduce innovative and tech-enabled solutions that serve the needs of all types of private market practitioners, these launches build on the firm's ongoing commitment to supporting the GP community. These new solutions expand MSCI's dedicated suite of products aimed at GPs, including Private Capital Intel, which allows clients to benchmark performance against one of the largest pools of private capital data with extensive coverage of historical profiles sourced directly from LPs, and the recent partnership with Intapp to deliver enhanced private capital market intelligence. 1 As of Q2 2025 2 As of Q2 2025 About MSCI MSCI Inc. (NYSE: MSCI) strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates. To learn more, please visit Article content This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future events or performance and involve risks that may cause actual results or performance differ materially and you should not place undue reliance on them. Risks that could affect results or performance are in MSCI's Annual Report on Form 10-K for the most recent fiscal year ended on December 31 that is filed with the SEC. MSCI does not undertake to update any forward-looking statements. No information herein constitutes investment advice or should be relied on as such. MSCI grants no right or license to use its products or services without an appropriate license. MSCI MAKES NO EXPRESS OR IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR OTHERWISE WITH RESPECT TO THE INFORMATION HEREIN AND DISCLAIMS ALL LIABILITY TO THE MAXIMUM EXTENT PERMITTED BY LAW. Article content Article content Article content Media Inquiries Article content Article content PR@ Article content Melanie Blanco +1 212 981 1049 Article content Konstantinos Makrygiannis +44 77 6893 0056 Article content Tina Tan +852 2844 9320 Article content MSCI Global Client Service EMEA Client Service + 44 20 7618 2222 Article content Article content Article content
Yahoo
04-08-2025
- Business
- Yahoo
Copia Unveils Connect: A Flat-Fee Investor Portal Powered by Native AI
At $495 per month, Connect eliminates the AUM tax, automates waterfalls across unlimited share classes, and is already trusted with tens of billions in assets. SAN DIEGO, Aug. 4, 2025 /PRNewswire/ -- Copia Wealth Studios today announced the public launch of Connect, a next-generation investor portal built for General Partners who are tired of paying software fees that rise with every successful fundraise. Competing portals routinely start around US$18,000 per year and climb with assets under management. Connect upends that model with a flat fee of $495 per month, whether a firm manages $10 million or $10 billion. "GPs shouldn't be punished for growing," said Michael Sikorsky, CEO of Copia. "Connect has AI-driven data extraction, waterfall math that works with legal docs, and enterprise security at a price that makes sense. We're ending AUM ransom and putting reputation-saving automation in every fund's reach." How Connect Tackles the Status Quo Manual data entry & audit risk → Embedded AI ingests documents (capital calls, K-1s, distributions) and posts transactions automatically, flagging discrepancies before LPs ever see them. Excel-breaker waterfalls → Infinite share classes, side-letter terms, and complex promotes handled natively, producing calculations that mirror governing documents. Mis-sent or omitted LP communications → Mistake-proof workflows double-check recipients and versions, so every investor gets the right message on time. Weeks-long migrations → Self-service onboarding builds entity trees from uploaded docs; most firms are live in days. No costly "white-glove" engagement required. Early Customer Perspective "We cut our quarterly close from five days to a single afternoon. It easily paid for itself after the first month," said Jordan, CFO of a $750 million real-estate GP (beta client). Availability Connect is available immediately worldwide. GPs can create a free account to track one venture at About Copia Wealth Studios Copia builds AI-native software for the private-markets elite. Its products, Wealth (360 degree view of your estate and assets), Connect (fund admin / investor portal), and Deal Space (due-diligence, underwriting, and deep financials) manage tens of billions in assets, process hundreds of thousands of documents, and integrate with thousands of institutional data feeds. Headquartered in San Diego, Copia is SOC2 compliant and backed by veteran technology operators. Media Contact Phil Wheaton(403) 618-9097phil@ View original content to download multimedia: SOURCE Copia Wealth Studios Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Zawya
29-07-2025
- Business
- Zawya
MENA private equity deals fall 38% in H1 as risk aversion weighs
Risk aversion impacted MENA private equity deals, with transactions falling 38% year-on-year to 29 in the first half of 2025, the third such consecutive half-year fall. The total value of MENA private equity deals also declined 11% YoY to $2.88 billion, indicating a shift towards strategic recalibration, as capital consolidated around fewer, high-value investments, according to data firm Magnitt. Private equity deals peaked in 2022 with 102 transactions and $8.33 billion in deal value, before declining in 2023 and 2024. Farah El Nahlawi, Research Department Manager at Magnitt, attributed the decline to a more 'selective deployment approach', as General Partners shifted focus to backing 'scale-ready platforms with stronger fundamentals'. 'With exit pathways uncertain and LPs [Limited Partners] cautious, capital is reserved for mature, de-risked assets,' El Nahlawi told Zawya. 'This comes in line with a rise in $100 million plus deals and the decline in volume. Firms are targeting scalable companies with proven models, prioritising control and visibility over early growth bets.' The MENA region's PE recalibration is being led by scale-ready SMEs and high-conviction strategies, not withdrawal. 'After a couple of years in the market, many SMEs across the region are no longer early-stage. They're scaling organically, becoming profitable, and showing clearer value creation plans. That growth is attracting naturally larger ticket sizes as investors back more established, platform-ready businesses,' El Nahlawi said. MENA figures were aligned with global trends where investments are being made into high-value, control-oriented transactions. According to S&P Global, global deal value rose 18.7% YoY in H1'25, despite a 6% drop in transactions. Saudi leads With 13 transactions, Saudi Arabia led the region in PE deal count, up 8% YoY and accounting for 45% of MENA's total, reflecting sustained local investor engagement, Magnitt said. Although, in terms of deal value, Saudi had a more favourable H1 period last year with the Telecom Tawal PE deal at $2.3 billion. The UAE came second in H1 with 12 transactions, representing 41% of total transactions, while also dominating in value. According to El Nahlawi, sustainability company PAL Cool Holding closed the biggest PE deal of the period, at a value of $1.04 billion. While Saudi and the UAE were in close competition, the composition of investors between the countries differed widely. While 12 of 13 transactions in Saudi involved locally based investors, signalling a strong domestic momentum, eight of the UAE's 12 transactions were led by international investors. Egypt, Jordan, Morocco and Qatar accounted for the remaining 14% of MENA transactions, with one reported in each country. Morocco sustainability company OCP Green Water closed a $620 million deal, one of the biggest over period. SWF deals Despite fewer deals, H1 2025 saw a record share of mid-to-large ticket sizes. Transactions sized between $500 million and $1 billion accounted for 29%, led by sovereign wealth funds. 'SWFs are allocating more to mid- to large-sized companies that align with national development plans (e.g., infrastructure, healthcare, sustainability),' El Nahlawi said. 'The absence of LBOs [leveraged buyouts] since 2023 underscores a broader shift away from debt-heavy structures,' she added. 'Rather than reviving leverage, SWFs appear to be reinforcing a 'strategic patient capital' approach, favouring control, alignment with national goals, and long-term value creation over quick returns. GPs are de-risking and are having a tendency towards aligned, sovereign-backed partners.' According to Magnitt, the first half of the year also saw $1 billion plus deals make up 14% of activity, indicating a five-year high. Syndicated deals also rose, with 80% of the top five transactions involving co-investments between local and international investors. In contrast, transactions under $50 million dropped to 14% of total transactions, their lowest share on record. The $100 million to $500 million bracket also climbed to 29%, up from 15% in 2024. 'Despite global macro uncertainty, the GCC, particularly Saudi Arabia and the UAE, continues to demonstrate structural strength and investor confidence. Backed by sovereign support, maturing SMEs, and a favourable regulatory environment, the region is poised to anchor future PE activity,' El Nahlawi said. (Reporting by Bindu Rai, editing by Brinda Darasha)
National Post
13-05-2025
- Business
- National Post
GPs Rethink Operational Tactics Amid Rising SPV Complexity
Article content WILMINGTON, Del. — Faced with rising regulatory demands and operational pressures, general partners (GPs) are increasingly turning to outsourcing and technology to manage special purpose vehicles (SPVs) more efficiently. This trend is highlighted in a new report from CSC, the leading provider of global business administration and compliance solutions. Article content CSC surveyed 400 GPs across the Americas, Europe (including the U.K.), and Asia Pacific to uncover how today's market shifts and operational pressures are reshaping SPV management strategies. 1 The full findings are detailed in the report SPV Global Outlook 2025: How GPs are Shaping Strategies for Long-Term Success. Article content Regulatory compliance and risk mitigation are firmly at the top of GPs' agendas, with nearly three-quarters identifying the growing regulatory burden and the associated reputational and financial risks as key concerns. Navigating regulatory changes was cited as the single greatest challenge when setting up and running SPVs, followed closely by managing operational differences across multiple geographies. Article content These challenges come at a pivotal time as markets grow increasingly competitive, complex, and cross border. Despite inflation and geopolitical uncertainty, GPs remain focused on deploying dry powder and capitalizing on LP appetite for differentiated, long-term value. Article content Amid these shifts, GPs anticipate growing demand for more direct, customized, and flexible investment structures. Co-investment funds are expected to see the highest demand over the next three years, followed by sector-specific and evergreen funds. Article content 'Traditional funds are still very active, but LP demands are rising and will continue to grow,' notes Thijs van Ingen, global head of Corporate Solutions, CSC. 'LPs want access to special deals like club structures and separately managed accounts, pushing GPs to innovate with co-investments, evergreen funds, or special joint venture vehicles. While these structures aren't new, they're growing in volume and adding significant complexity to reporting and underlying operations.' Article content In response, 63% of GPs report they have already significantly increased outsourcing to external providers. Their operational priorities for the next phase of growth include centralized SPV portals (63%), improved cash management (58%), and enhanced entity management systems (45%). Article content 'The question for GPs is no longer how to manage change, but how to lead through it,' said Ram Chandrasekar, global head of Fund Solutions, CSC. 'What GPs need today is a connected ecosystem that provides a centralized view across their entire corporate portfolio. SPVs, funds, investments—each represents a distinct set of data points, and managers must connect these seamlessly to operate effectively. By investing in operational enhancements and building strategic partnerships, GPs are ensuring smoother SPV management, greater scalability, and stronger resilience.' Article content 1 CSC, in partnership with Pure Profile, surveyed 400 GPs across the Americas, Europe (including the U.K.), and Asia Pacific. 200 were active in private capital (defined as private equity and private credit) and 200 in real assets (defined as real estate and infrastructure). Article content CSC is the world's leading provider of business administration and compliance solutions, offering industry-leading expertise and unmatched global reach to alternative fund managers and capital markets participants. Leveraging deep institutional experience and a tailored approach, CSC delivers a comprehensive suite of fund administration, trust, agency, and compliance services to support a wide range of private and public market transactions, complex fund strategies, and scalable operations. Article content As the trusted partner of choice for more than 70% of the PEI 300 and 90% of the Fortune 500 ®, CSC helps clients navigate operational and transactional complexities across more than 140 jurisdictions and various asset classes. With extensive worldwide capabilities, our expert teams provide solutions tailored to each client's needs. Privately held and professionally managed since 1899, we combine global reach, local expertise, and innovative solutions to help our clients succeed. Article content Article content Article content Article content Contacts Article content For more information: Citigate Dewe Rogerson Thomas Dalton cscteam@ Article content Article content Article content
