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SmartEsq Expands Private Funds Platform as Connected Fund Infrastructure Moves Into the Mainstream

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Summer 2026 release gives fund managers and legal teams a shared, client-controlled system for managing fund formation, investor obligations and ongoing compliance

NEW YORK, Aug. 12, 2026 /PRNewswire-PRWeb/ — SmartEsq today announced the largest product release in its history, introducing more than 260 enhancements and seven major capabilities designed to help private funds teams manage the legal lifecycle of a fund in one connected environment.

“The private funds market is moving beyond point solutions. The next phase is about connecting fund documents, investor negotiations and ongoing obligations so the intelligence created during a fundraise does not disappear when the fund closes.” said Esther Chiang, CEO and Co-Founder of SmartEsq.

The release comes as leading law firms and investment organizations increasingly invest in proprietary systems that link fund documents, investor negotiations, institutional knowledge and ongoing obligations. SmartEsq is bringing those capabilities to the broader private funds market through a platform that can be used across law firms, fund managers and internal legal teams.

Unlike systems built around the knowledge and workflows of a single institution, SmartEsq provides a shared, client-controlled environment that allows the intelligence created during a fundraise to remain useful throughout the life of the fund.

“The private funds market is moving beyond point solutions,” said Esther Chiang, CEO and Co-Founder of SmartEsq. “Legal teams do not need another tool that reviews one document at a time.

They need a connected system that helps them manage the work across documents, investors, obligations and teams—and allows that knowledge to remain with the client.”

The Summer 2026 release introduces a new Fund Lifecycle and Task Tracker that organizes the work required to form and close a fund. Each stage can be broken into assignable tasks, supported by strategy-specific checklists, bulk actions and a document registry that links files and investor deliverables to the work that produced them.

The platform also introduces an Obligations and Compliance Register that extracts ongoing commitments from side letters and fund documents and converts them into a working system of record. Teams can see which investor each obligation applies to, assign responsibility, set reminders, attach evidence and preserve a complete audit trail.

This capability is designed to address one of the most persistent operational challenges in private funds: ensuring that negotiated commitments remain visible and actionable long after closing.

“Much of the risk in private funds does not arise during drafting,” Chiang said. “It arises later, when obligations are spread across side letters, closing sets, spreadsheets and individual inboxes. Our goal is to make those commitments easier to identify, assign and manage before something is missed.”

SmartEsq also expanded Sandra, its legal assistant, to work across individual files or an entire fund.

Sandra draws from a precedence-aware view of fund documents and provides citations linked directly to the source material. Users can move from an answer to the relevant page in a PDF or Microsoft Word document, and conversations are saved so complex work can continue across sessions.

Additional capabilities introduced in the release include:

A redesigned home dashboard with personal work queues, fund cards and portfolio views.A new fund-level navigation experience with project settings and faster page performance.Browser-based document preview for PDF and Microsoft Word files.Inline editing for NDAs and Transfer Agreements with tracked changes enabled by default.A redesigned Fund Overview with editable key terms and source-linked LPA Review Memoranda.A fund-level investor roster with import, export and editing capabilities.An integrated MFN election workflow for reviewing documents, preparing election forms and generating redlines.Expanded document generation for term sheets, side letters, transfer agreements and legal memoranda using existing project files.Platform-wide improvements to monitoring, reliability, security and performance.

Together, the enhancements connect work that has traditionally been managed across separate document systems, task trackers, spreadsheets and email threads.

The release also reflects SmartEsq’s broader position that the knowledge generated during a fundraise should remain accessible to the fund manager—not disappear into a closing binder or remain confined to one outside law firm.

“Fund managers increasingly need continuity across counsel, internal teams and the full life of the fund,” Chiang said. “The work product created during formation should not become static the moment the fund closes. It should continue to support compliance, investor management and decision-making over time.”

SmartEsq delivered more than 260 enhancements during a five-week development period, including approximately 55 updates to lifecycle management and document organization, 45 updates to obligations and compliance, and 30 updates to document and fund-level assistance.

The Summer 2026 release is available now to SmartEsq customers. For more information go to: https://www.smartesq.ai/

About SmartEsq

SmartEsq provides legal technology built specifically for private funds. Its platform helps fund managers, law firms and internal legal teams manage fund formation, investor negotiations, document review and ongoing obligations in a secure, connected environment. SmartEsq is designed to preserve source transparency, attorney oversight and client control while reducing the operational burden associated with complex private funds work.

Media Contact

Katherine Loanzon, SmartEsq, 1 2155001219, katherine.loanzon@smartesq.ai, https://www.smartesq.ai/

View original content:https://www.prweb.com/releases/smartesq-expands-private-funds-platform-as-connected-fund-infrastructure-moves-into-the-mainstream-302849298.html

SOURCE SmartEsq

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Coverdash Partners with Housecall Pro, Bringing Embedded Business Insurance to Home Service Pros

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August 12, 2026

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Home service professionals can compare quotes from 30+ leading commercial carriers, purchase coverage in minutes, and access certificates of insurance without leaving Housecall Pro

NEW YORK, Aug. 12, 2026 /PRNewswire/ — Coverdash, a leading digital insurtech company transforming embedded insurance, and Housecall Pro, a leading field service management platform trusted by over 200,000 home service professionals, have partnered to change how home service businesses access and manage insurance. By embedding Coverdash’s end-to-end experience directly into the Housecall Pro® platform, plumbers, HVAC technicians, electricians, cleaners, landscapers, and other pros now have seamless access to coverage alongside the tools they already use to run their operations every day.

Running a home service business means juggling a constant stream of demands: scheduling jobs, dispatching technicians, invoicing, and growing a team. Insurance sits at the center of it all—protecting the business from on-the-job accidents and property damage, and satisfying the contract requirements that often demand proof of coverage before work can even begin. Yet it has always been one more thing handled separately, sourced through a different vendor, managed elsewhere, and renewed through a different process each year. For busy trades professionals, that friction compounds quickly.

Through this partnership, Coverdash integrates directly into the Housecall Pro platform, allowing pros to access tailored coverage in the same place they schedule jobs, manage customers, and process payments. Through a seamless integration, Housecall Pro has embedded Coverdash’s full experience spanning General Liability, Workers’ Compensation, Commercial Auto, Professional Liability, Cyber, Business Owners Policies, and more. Users get instant quotes, compare hundreds of carriers, and purchase coverage in minutes. Once covered, users can download a Certificate of Insurance directly within the Housecall Pro solution, making it effortless to share proof of coverage the moment it’s requested.

The integration also includes Coverdash’s pay-as-you-go workers’ compensation product, which connects premiums directly to real-time workforce data. Users can opt in at the point of payroll, so coverage activates alongside their team from day one. Rather than estimating annual payroll upfront and reconciling at year-end, premiums update automatically with each pay cycle—meaning pros pay only based on what they actually pay their team.

“Home service professionals are running demanding businesses every day,” said Ralph Betesh, CEO of Coverdash. “The last thing they should have to worry about is whether they’re properly covered. By embedding directly into the Housecall Pro platform, we’re meeting pros exactly where they work and making it effortless to get the right coverage in minutes. This is what insurance should look like for the modern small business owner.”

The Housecall Pro platform was built to be the operating system for home service businesses, with features spanning scheduling, dispatching, digital invoicing, payment processing, payroll, accounting AI-powered tools, and marketing automation. Adding embedded insurance through Coverdash makes the platform truly all-in-one, building on Coverdash’s proven track record of doing the same for other industry leaders.

“Our goal is to help home service professionals manage every aspect of their business from a single platform,” said Brooks Pettus, President of Housecall Pro. “Insurance is critical to running and growing a service business, and it’s traditionally been disconnected from the tools pros use every day. By partnering with Coverdash, we’re helping our Pros secure coverage and stay compliant so they can focus on what they do best—delivering great work and taking care of their customers—all without leaving Housecall Pro.”

About Coverdash

Coverdash is a fully digital business insurance agency that specializes in serving the insurance needs of businesses of all shapes and sizes. Coverdash’s embedded technology enables any partner to host its end-to-end insurance experience with a single line of code. Coverdash is headquartered in New York and is a licensed insurance agency across all 50 states.

Interested in partnering with Coverdash? Check out: https://www.coverdash.com/partner

About Housecall Pro
Housecall Pro is a leading AI field service platform trusted by more than 200,000 home service professionals who have served 1 in 4 American homes. With automated workflows including estimating, customer communication, scheduling, dispatching, invoicing, payments, and much more, Housecall Pro helps Pros save time, grow revenue, and earn customers’ trust. Housecall Pro supports the industry through the Champion the Trades® program. Learn more at HousecallPro.com. Learn more at housecallpro.com.

CONTACT: partners@coverdash.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/coverdash-partners-with-housecall-pro-bringing-embedded-business-insurance-to-home-service-pros-302849752.html

SOURCE Coverdash

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ISA Recognizes 2026 Celebrating Excellence Awardees

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August 12, 2026

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DURHAM, N.C., Aug. 12, 2026 /PRNewswire/ — The International Society of Automation (ISA) — the leading professional society for automation — has announced the 2026 ISA Celebrating Excellence award recipients. With this honors and awards program, ISA has an opportunity to formally showcase and celebrate the remarkable achievements and contributions of its members, partners and other automation professionals.

The Celebrating Excellence awards program was created to stimulate, enhance, encourage, acknowledge and reward outstanding contributions to the Society and the automation profession. It provides an avenue for individuals to compete for recognition within established categories.

Congratulations to our 2026 awardees on their outstanding achievements and this well-deserved recognition.

2026 Celebrating Excellence Honorees

Best-Selling Book

Measurement and Control Basics, Fifth Edition by Thomas A. Hughes

Enduring Society Service

Jagdish Shukla

Excellence in Education

Pappa Natarajan

Excellence in Mentoring

Dr. Swati Prashant Madhe

Excellence in Technical Achievement

Shahida Md Yusof

Excellence in Standards

Graham Nasby, P.Eng.Pete Vande Visse

Section Excellence

MalaysiaPuneSpain

Student Volunteers of the Year

Ana Medrano ValeroÁngela Blanco PérezPaula Francisca Moreno Prieto

Volunteers of the Year

Álvaro Raimúndez MartínezArmando GonzalezH S PansarePhillip Swinson

This year’s award recipients will be honored at the Honors & Awards Gala as part of the ISA Automation Summit & Expo to be held 27-29 September 2026 in Lake Buena Vista, FL. For more information, visit ase.isa.org.

About ISA

The International Society of Automation (ISA) is a non-profit professional association founded in 1945 to create a better world through automation. ISA’s mission is to empower the global automation community through standards and knowledge sharing. ISA develops widely used global standards and conformity assessment programs; certifies professionals; provides education and training; publishes books and technical articles; hosts conferences and exhibits; and provides networking and career development programs for its members and customers around the world. Learn more at www.isa.org.

View original content to download multimedia:https://www.prnewswire.com/news-releases/isa-recognizes-2026-celebrating-excellence-awardees-302848385.html

SOURCE The International Society of Automation

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Goldsainte AI, The Social Marketplace for Travel, Launches in More Than 45 Countries and 10 Languages

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35 minutes ago

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August 12, 2026

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Amazon Web Services (AWS) backed development of the proof of concept with an undisclosed investment, validating a marketplace where creators inspire trips, certified specialists design them, and travelers book directly

CHARLOTTE, N.C., Aug. 12, 2026 /PRNewswire/ — Goldsainte AI today announced the launch of the social marketplace for travel, available in more than 45 countries and 10 languages, connecting travelers, travel content creators, and certified travel specialists in one platform.

Travel planning today is fragmented: inspiration on social media, research scattered across saved links, booking somewhere else entirely. Goldsainte AI unifies it through personal storefronts, direct messaging, and a global marketplace of bookable trips — with every payment secured by Stripe.

Travelers describe their dream trip in plain language, and Goldsainte’s AI builds a personalized itinerary matched to certified specialists. Trips can be booked instantly or customized start to finish, with group coordination built in.

Travel content creators turn their profile into a storefront: publishing destination guides with an AI writer that writes in their voice, opening brand collaborations, organizing group trips, and sharing marketplace trips through affiliate links — earning a commission on every booking they inspire.

Certified travel specialists — professionals holding recognized industry credentials such as IATA/IATAN or ARC accreditation, The Travel Institute’s CTA or CTC designations, or ASTA Verified Travel Adviser status — get everything needed to run a travel business in one place: hire requests, a client pipeline, a storefront, and direct Stripe payments as the sellers of record.

AWS backed the platform’s proof of concept with an undisclosed cash investment, helping Goldsainte AI validate its model and scale for global launch.

“Travel is the most social thing we do, but planning it has never reflected that,” said Andre C. Powell, Founder and CEO of Goldsainte AI. “On Goldsainte, creators inspire the trip, certified specialists design it by hand, and travelers book directly.”

Goldsainte AI is available now at goldsainte.ai, where its web app can be downloaded for any device. Joining is free, and creators and specialists can open storefronts and post unlimited trips at no cost.

About Goldsainte AI

Goldsainte AI is the social marketplace for travel — connecting travelers with creators and independent travel specialists through personal storefronts, direct messaging, and a global marketplace of bookable trips. Learn more at goldsainte.ai.

View original content to download multimedia:https://www.prnewswire.com/news-releases/goldsainte-ai-the-social-marketplace-for-travel-launches-in-more-than-45-countries-and-10-languages-302849814.html

SOURCE Goldsainte, Inc

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