Investor Pointe

30/09/2026

“The strategy reflects a broader shift from traditional financial software that gives employees tools to complete work toward AI systems capable of performing portions of the work themselves,” Pulse 2.0 writes, covering our Chief Innovation Officer appointment.

The piece also takes a closer look at our approach to agentic AI: agents designed to carry out defined tasks, monitor workflows, and flag issues such as stalled onboarding or portfolio changes. They can surface the right information to the people who need it, while keeping the decisions that matter in human hands.

Read the full article: https://eu1.hubs.ly/H0yJDCh0

Investor Pointe has appointed Juan Manrique as Chief Innovation Officer, adding a technology entrepreneur with more than 20 years of experience across technology, data, product, and marketing as the private markets technology provider expands its use of agentic AI.

29/09/2026

Today, we announce the appointment of Juan Manrique as Chief Innovation Officer at Investor Pointe, a role created as agentic AI opens new opportunities across private markets.

Juan will work across clients, product, and technology to translate client challenges into practical, scalable product innovation.

"Juan's appointment reflects the role we want innovation to play at Investor Pointe" said CEO Scott Hofmann. "We need to stay close to the challenges our clients are facing, understand where the market is heading, and translate that insight into technology that can be adopted at scale. We are constantly exploring te art of the possible, and we apply real discipline to deciding which ideas should become reality for our clients."

Read the full press release here: https://eu1.hubs.ly/H0yHWZm0

28/09/2026

The Investor Pointe team is in Singapore this week for SuperReturn CFO/COO Asia.

If you're attending and want to talk through how GPs are approaching investor engagement, distribution, or portfolio reporting right now, we'd like to grab time with you while we're there.

Book a time with Max Fenn, Managing Director for APAC at Investor Pointe here: https://eu1.hubs.ly/H0yFgCM0

25/09/2026

Our team is heading to SuperReturn CFO/COO Asia in Singapore taking place next week, September 29th and 30th.

Ahead of the event, MD Max Fenn, put together a few thoughts on how GPs can get the most out of the two days, from using the agenda well to what's worth doing once you're back at your desk.

Read more here: https://eu1.hubs.ly/H0yB-dy0

Informa Connect

SuperReturn CFO/COO Asia is coming round later this month, and it presents the perfect opportunity to network with the best minds in private capital markets. Here is a guide on how to make the most out of it and achieve the best ROI.

21/09/2026

Susanna Sandell, Director EMEA at Investor Pointe, is heading to Informa Connect's Cross Border Fund Distribution for UK Managers in London tomorrow, 22nd September.

If you're going and want to talk distribution and fund operations, book a meeting with her here: https://eu1.hubs.ly/H0yvhnl0

18/09/2026

It was a pleasure to have the Investor Pointe team at the PDI New York Forum yesterday, joining a panel exploring how a broadening investor base is changing liquidity expectations in private credit and what managers need to consider as a result.

A few topline takeaways:

- CIOs, financial advisors, and end investors have different needs and expectations, particularly around liquidity and redemptions.
- Clear communication becomes even more important during periods of increased redemption demand.
- Reporting needs to give investors a fuller picture of performance, particularly for income-generating investments where NAV alone may not tell the whole story.

Thanks to Private Equity International - PEI and Brad’s fellow panelists from , StepStone Group, and Davis Polk & Wardwell LLP for a great conversation.

14/09/2026

Brad West is joining tomorrow's 12:30pm panel "Satisfying liquidity needs across a broadening investor base" at the Forum, hosted by Private Equity International - PEI.

He'll be speaking alongside experts from , StepStone Group, and Davis Polk & Wardwell LLP, on what private credit funds are learning about liquidity expectations, redemption gating, and where the LP base goes from here as more types of investors enter the market.

View the full agenda and grab your ticket here: https://eu1.hubs.ly/H0yjyVK0

11/09/2026

Thank you to everyone who joined us in Hong Kong on Wednesday for our latest networking drinks, gathering at TopTown with views across the harbour to Kowloon from the rooftop.

It was a pleasure to co-host with and Intapp (DealCloud) again, and to see the community we've built continuing to grow. Thank you to everyone who made it out, and to our co-hosts for another great evening.

See you at the next one.

07/09/2026

Brad West, our Chief Product Officer for Wealth Management, is joining the panel "Satisfying liquidity needs across a broadening investor base" at the Forum, hosted by Private Equity International - PEI, on September 15th at 12:30pm.

He'll be speaking alongside experts from , StepStone Group, and Davis Polk, on what private credit funds are learning about liquidity expectations, redemption gating, and where the LP base goes from here as more types of investors enter the market.

View the full agenda and grab your ticket here: https://eu1.hubs.ly/H0y7m1C0

Thank you to PEI and PEI Private Credit for having us.

28/08/2026

A question worth asking if you are a private markets manager. Manfredi Bargioni, Chief Client Officer at Investor Pointe, on the link between data infrastructure and alpha generation.

Read the full piece here: https://eu1.hubs.ly/H0xWm8K0