Cannes we please

Stop talking about AI

M&A

*transactions have been announced but may not be closed

Fundraising

  • Beaconcure (clinical data) raised $14M in a Series B led by NewVale Capital.

  • OneVest (wealth platform) raised CAD $17M in a Series A led by OMERS Ventures.

IPOs

People Moves, Promotions, and Appointments

  • Darin Clemente joined Entromy as Chief Revenue Officer.

  • Megan Goett was joined Cboe Global Markets as SVP, Chief Marketing Officer.

  • Jonah Goodhart joined the Board of Directors of Attain.

  • Raveena Kumari joined ICON Corporate Finance as an Investment Banking Associate.

  • Nicole LoRusso joined Bain Capital Ventures as Customer Development Manager.

  • Terri Morgan joined Orbit Financial Technology as Commercial Lead, Data & Analytics.

  • Karim Rajwani joined Sigma Ratings as Chief Product Officer.

  • Heidi Schmidt joined Truthset as Head of Customer Success.

  • Noah Schwartz joined Postman as Head of Developer Engagement.

  • Dan Smith joined Consumer Data Industry Association as President & CEO.

  • Kamlesh Talreja joined Capital One as Divisional CIO & SVP, Financial Services.

  • John White founded Watchdog Data Services.

  • Graham Whitelaw joined Datafold as Head of Sales.

Who’s Hiring

What I’m reading

  • No time this past week. Welcoming recommendations for this week.

What I’m Listening To

*New Product Alert*

J.P. Morgan announced the launch of Sustainable Investment Data Solutions, enabling institutional investors to extract value from sustainable investment data supplied by providers through technology-enabled normalization, management, calculation, and screening capabilities.

The new solution is available on Fusion, J.P. Morgan’s cloud-based data management, analytics, and reporting platform. It incorporates partnerships with Bloomberg, Equileap, FactSet, ISS ESG, MSCCI, RepRisk, Revelio Labs, S&P Global, and Sustainalytics.

Key Capabilities of Sustainable Investment Data Solutions:

  • Consistency: Fusion supports sustainable investment data cross-compatibility across providers. Data is enriched with common identifiers and delivered in standardized formats to allow easy joining between datasets.

  • Multi-hierarchy support: Investors can load and manage multiple company hierarchies. They can define their data propagation rules, which are used to generate new datasets.

  • Custom screening criteria: Investors can create and manage the inclusion and exclusion criteria for their investable universes. They can run screens on pre-defined schedules.

  • Metric calculation: Investors can calculate customized metrics which are then made available for hierarchy propagation and screening.

Upcoming Events

*new events added since last newsletter

Views here are my own and not of my current or former employers.