Expert Advice

Since last post we’ve seen 3 M&A deals, 9 funding rounds, 14 people moves & promotions, 7 roles, 1 new company launch, 1 chart/dashboard, 6 articles, and 2 newly added upcoming events.

Plus, last edition’s top clicked link (€3.6M raise).

M&A

• Regnology acquired Moody’s Regulatory Reporting & ALM Solutions business.

• Kpler acquired Bridgeton (predictive insights into trading).

• PartnerOne acquired SafeGraph (location intelligence)

*Deals are announced but may not be closed.

Funding

• Crisp (retail data) raised $26M in a Series B led by Paine Schwartz Partners.

• OnCorps (agentic AI platform for fund operations) raised $55M in a round led by Long Ridge Equity Partners.

• OpenEvidence (AI-powered medical search) raised $210M at a $3.5B valuation in a Series B.

• Outset (AI-moderated research) raised $30M in a Series B led by Radical Ventures.

• Premialab (investment performance and analytics) raised a $220M growth investment from KKR.

• Samba TV ( media intelligence) raised $60M in growth capital from Horizon Technology Finance.

• United Fintech (financial industry platform) received an investment from Barclays.

• Verisoul (research fraud prevention) raised $9M in a Series A led by High Alpha.

• Vizmark (AI-driven portfolio visibility platform) raised $430K in a Pre-Seed round.

People Moves, Promotions, and Appointments

• David Braham was promoted to Senior Executive Director, Though Leadership & Market Intelligence at Institutional Investor.

• Ed Carroll joined Dash MR as Chief Revenue Officer.

• Bruce Fador joined Sekond as Partner.

• Amy Hirst-Kodl was promoted to SVP, Worldwide Partners & Alliances at Snowflake.

• Ventrice Lam joined Auquan as COO.

• Joshua Lloyd-Lyons joined 73 Strings as EVP, Head of Corporate Development and M&A.

• Jamie Mintern was promoted to Partner at CapVest.

• Mauricio Monico joined Catalant as Chief Product Officer.

• Makay Redd was promoted to Head of Product Intelligence at Oxford Data Plan.

• Devon Reichelt was promoted to Global Director, AI Partnerships at LSEG.

• Smriti Sharma was promoted to EVP, Analytics & MD, Custom IQ at Comscore.

• Christopher Sparke was promoted to Chief Commercial Officer at Fitch Solutions.

• Chash Wimalaweera joined Balyasny Asset Management as Director.

• Dylan Winbourn joined Geolava as Head of Revenue.

*may not have started roles, but roles are announced or updates provided online.

New Company Alert

Vizmark is an AI-driven portfolio visibility platform for private markets investors. The platform manages proprietary financial, operational, valuation, transaction, and value creation intelligence through an automated system-of-record. The company was founded by Pat Bertram (prior Riverwood Capital, Princeville Capital, Barclays) and Kristofer Wong (prior Apple). Check out more in their funding announcement here.

And if you’re at a private markets investment firm and would like an intro to Pat, let me know - he’s one of the most knowledgable people I’ve met on LP/GP reporting tools, portfolio monitoring, and the overall private markets platform space.

Who’s Hiring

• DiligenceSquared is hiring a Chief of Staff.

• Dun & Bradstreet is hiring a SVP, Global Data Operations.

• eMarketer is hiring a VP, New Business ($350K - $400K).

• NBCUniversal is hiring a Senior Manager, Data Strategy ($140K - $175K).

• PIMCO is hiring a Data Strategy Lead ($205K - $305K).

• TestSet is hiring a VP of Business Development.

• Verasight is hiring a Head of Growth.

*salaries only listed where provided by the company and may vary based on location and other factors. See links for specific salary details.

Resources

• Deal Tracker for full M&A and funding rounds.

• Job Board for full listings. This week’s additions are below.

• Market Map PDF, PNG, and Spreadsheet.

• Compensation Study Summary. Participate here.

Chart (Dashboard) Of The Week

My friends at Outrigger Group launched an updated an AI Maps dashboard, highlighting job trends in AI across sectors. Check out the release white paper here.

What I’m Reading

• Asymmetry is all you need: what drives information markets, and why the transformer is unlike the telegraph, ticker, and terminal, by The Terminalist.

• Data in Venture: The Strategic Perspectives by Rohit Yadav.

• Guilty Until Proven Innocent: When clarity becomes suspicious, the industry starts mistaking expertise for fraud by Tracy Clark.

• Sushi, Sashimi and the State of Supply Quality by Keith Petri.

• A Brief History Of The Spreadsheet by Al Williams.

• Banks Mine Decades of Deal History to Feed AI Banking Tools by Todd Gillespie.

Upcoming Events

*new events added since last newsletter

• Insights Association CEO Summit, Jan 20-22, Hollywood, Florida

• Data Products & platforms Summit, Jan 21-22, London

• BattleFin Discovery Day, Jan 21-23, Miami

• *Data Day Texas, Jan 24-25, Austin, Texas

• Samplecon, Mar 16-18, Lake Oconee, Georgia

• QuantVision 2026: Fordham’s Quantitative Conference, Mar 19-20, NYC

• *Future Alpha, Mar 31-Apr 1, NYC

• AI in Finance Summit, Apr 15-16, NYC

• World of DaaS Summit, May 7, Washington D.C.

• Monetising B2B Information & Events 2026, May 13, London

Favor

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Views here are the author’s own and not of any employers or companies. The author may be compensated for pieces in this newsletter.