Thursday, May 21, 2026

Investment and Budget Allocation

Rogo Secures $160M to Expand Agentic AI Platform for Financial Services

Kleiner Perkins was the lead investor in the Series D funding round for Rogo, which resulted in a total raise of $160 million. Other...

Anduin Launches Instant Extraction to Digitize Offline Investor Data in Private Markets

Anduin has introduced Instant Extraction, a new capability designed to convert offline subscription documents into structured investor data and integrate it directly into fund...

HB Wealth Expands Arch Partnership to Scale Private Markets Operations and Reporting

HB Wealth, a top independent fee-only wealth manager, partnered with Arch to reduce its operational load managing private markets portfolios. By gaining access to...

Northwestern Mutual Commits $150M to Boost Fintech Innovation

Northwestern Mutual revealed it is committing an additional $150 million through its venture arm, Northwestern Mutual Future Ventures (NMFV), which increases Northwestern's investments in...

Haptiq Enhances Olympus™ Platform with AI Workflows for Private Equity

Haptiq is unveiling a set of new AI-powered workflow features in its Olympus Alternative Investment Platform that primarily support private equity firms in fast-tracking...

Goldman Sachs Backs BLP Digital with $50M to Advance Agentic AI in Finance Operations

BLP Digital has announced a $50 million investment from Growth Equity at Goldman Sachs Alternatives, marking a significant step in accelerating the adoption of...

CROFirst Weekly Roundup: Consensus, iCapital, Clutch, Ant International, Citi, and Omni Drive AI-Powered Revenue and Marketplace Innovation

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment access, B2B marketplaces, global payments, and...

Wealthspire Expands Advisory Capabilities with Sellwood Investment Partners Acquisition

Sellwood Investment Partners, which has been running since 2012, offers advisory and discretionary investment work to endowments, foundations, retirement plans, and wealthy individuals, known...