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Since last post we’ve seen 1 M&A deal, 8 funding rounds, 15 people moves & promotions, 2 roles, and 2 podcasts. This week brought to you in partnership with Similarweb. Check out their latest report below and let me know if you’d like an intro.

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M&A

• Octus acquired LevPro (public and private credit markets software)

*Deals are announced but may not be closed.

Funding

• Capsa AI (AI operating system for private capital) raised $18M in a Series A led by TX Ventures and Pivot Investment Partners.

• Chronograph (portfolio monitoring, valuations, and analytics technology) raised $143M from Sixth Street Growth.

• F2 (private markets intelligence platform) raised $14M in a Seed round led by HighlandX.

• Golden Analytics (AI-native analytics platform) raised $14M in a Seed extension led by Insight Partners.

• Hypha (AI-native asset intelligence platform) raised $50M in a Seed round led by TriEdge Investments.

• Pogo (purchase-verified AI-powered research) raised $32M.

• Tellet (AI interviewer for market research) received an investment from Rabobank.

• Upriver (AI data engineering) raised $14M in a Seed round led by Valley Capital Partners and Hetz Ventures.

People Moves, Promotions, and Appointments

• Ian Bramley joined Focaldata as MD of Research.

• Sasha Brenton-Virt was promoted to Head of International Client Delivery & AI Transformation at Guidepoint.

• Denver Brown joined BWG Global as Chief Revenue Officer.

• Alison Davis joined Office Hours as Head of Client Solutions and Sales.

• Pallab Deb joined Evalueserve as CEO.

• Andrew Dietrich joined GLG as SVP, Global Head of Product Management.

• Tara Fitzpatrick joined Bloomberg as Content Acquisition Global Manager for Third Party Investment Data.

• Eric Knoben joined Listen Labs as Head of Insights.

• Logan Miller joined Altis as Head of Network & Client Services.

• John Milliken joined FDM CCS Insight as CEO.

• Paul Peristiane joined APX Stream as COO.

• Gina Pingitore joined Cint as Head of Research Innovation.

• Logan Schwartz was promoted to Director, Growth and Business Development at Guidepoint.

• BC Wilson was promoted to COO at Sequentum.

• Joseph Wylie joined the Insights Association as Senior Director, Membership.

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

Who’s Hiring

• Grata is hiring a Head of Investment Banking Sales ($300K - $320K).

• Here is hiring a Sales Director, Financial Services & Multi-Industry.

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

What I’m Listening To

• What The Heck, Fintech episode featuring Evan Schnidman in discussion with Rob Sarnie.

• Taking Stock of the Alternative Data Industry, featuring Jordan Hauer in discussion with James Worthington and Eric Evans on the Selling Signals podcast.

Upcoming Events

*new events added since last newsletter

• BattleFin Montauk, Aug 10-11, Montauk, NY

• Boston Fintech Week, Sep 21-25, Boston

• World Financial Information Conference (WFIC), Oct 11-14, Copenhagen

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.