A US-based mid-market Private Equity firm has selected Holland Mountain’s ATLAS Data Platform to centralize its fund and portfolio-level data and drive its quarterly financial reporting.
With the close of its seventh fund on the horizon, the firm is prioritizing scalability: automating its reporting process and freeing internal resources from the manual collation and reconciliation of data across previously fragmented source systems.
Business Outcomes
With ATLAS in place, the firm has moved reporting from a manual, system-by-system effort to an automated, controlled process that scales with the business:
- Automated orchestration of portfolio and fund-level data from previously fragmented source systems.
- Operationalized allocations and report creation, simplifying multi-entity calculations while strengthening data stewardship and controls.
- Accelerated AI enablement using the ATLAS MCP, ensuring queried data is accurate, complete, and cost-effective.
Why they chose ATLAS
The firm chose ATLAS as a scalable, Private Capital-specific foundation for its reporting ahead of a period of growth:
- A single source of truth that connects and reconciles data from systems, service providers, and feeds, ready to power any reporting and BI dashboards.
- Scalability to support the close of Fund VII and beyond, removing the manual data collation and reconciliation that constrains reporting as a firm grows.
- Built, implemented, and supported by Holland Mountain’s team of Private Equity and Private Debt experts, who understand the firm’s systems, data, calculations, and reporting needs.
ATLAS Modules
The firm’s solution brings together three ATLAS modules:
- ATLAS MCP: an AI-enablement layer that connects AI tools to the firm’s ATLAS data, so queries return answers that are accurate, complete, and cost-effective, drawing on the validated single source of truth rather than fragmented source systems.
- Track Record: delivers a consolidated set of performance data with the ability to drill into LPs, funds, deals, and portfolio companies to the ultimate granularity, so the team can answer investor and internal queries in minutes rather than days.
- Master Data Management: maintains consistent, governed master data across the firm’s systems, matching and augmenting data into a single source of truth that underpins reliable multi-entity calculations and reporting.
From data to insights
ATLAS takes the firm on the journey from data to insights: raw, siloed source data through to a validated single source of truth, ready to feed any reporting and dashboards.
Built by Private Capital experts to scale as the business grows, it now supports the firm’s quarterly reporting and its move towards AI-enabled data access ahead of Fund VII.
Want to know more about ATLAS? Schedule a demo to see it in action.
