CRM & Pipeline Advisory Services
Take CRM admin off your IR and deal teams, so they can focus on investment and fundraising.
Trusted by 200+ Private Capital managers
Most CRMs underdeliver for business teams.
Having worked with 200+ private capital firms and investment banking and M&A advisory firms, we know the common frustrations.
For fundraising and investment teams alike, the CRM is too often a burden rather than a benefit.
End-to-end CRM and pipeline advisory
SELECT
We review your holistic requirements and run a structured selection process that gives you confidence that you have selected the best-suited CRM for your needs.
→ Requirements Gathering
→ Target Operating Model Design
IMPLEMENT
We manage the full implementation process. From CRM operating and data model design to best-practice configuration, first-line testing, data migration, training, and go-live support. We ensure the system is fully embedded and adopted by the business.
OPTIMIZE
We benchmark current usage and improve functionality, data quality, reporting, and governance to maximize benefits and long-term adoption.
MANAGE
We provide continuous improvement, change control, data governance, usage monitoring, and roll-out of new functionalities.
→ Outsourced Platform Management
ATLAS Integration Hub
Enabling AI use cases
AI is considered as part of every engagement, so your firm can take advantage of the growing range of AI use cases that support teams in their day-to-day. Such as:
- Relationship intelligence: a single, holistic view of every relationship your firm holds.
- Workflow automation: AI handles the routine steps, cutting manual effort.
- Summaries: condense large volumes of information into clear, digestible points.
- Natural language querying: ask questions in plain English and get answers, no report-building required.
- Flexible reporting: richer analytical reporting, with quick edits as needs change.
More than a tech configuration: White-glove service.
We provide white-glove change management to ensure the CRM truly meets the business’s needs and is seen as integral by the fundraising and deal teams.
We provide specific asset-class best-practice advice that goes beyond generic advice from most providers.
Business-led.
Design anchored to how your fundraising and investment teams actually work.
Deeper discovery.
Extensive workshops that capture everyone's requirements, across all teams.
We challenge.
We tell you what you haven't thought of, not just what you ask for.
Future-proof design.
We position your CRM to take advantage of new technologies.
Free CRM consultation with our senior advisors
Get insights on how your peers are using their CRM, and what it would take – in effort and cost – to get your system working optimally for your team.
In 30 minutes, you will get straight answers to:
- How much of your CRM potential are you using today?
- How to make use of the new AI functionalities?
- What reporting are your peers driving from their CRM?
- Which systems are winning selections today, and why?
- How does your current system compare to the alternatives?
Recently completed projects
Selection &
implementation
Client
One of the world's largest financial advisory groups
Objective system
selection
Client
A large, global alternative investment manager
Platform
management
Client
A leading European Private Equity Fund Manager with €20bn in AuM
CRM
optimisation
Client
One of Asia's largest alternative investment firms, $50bn AUM
Specialist experience across all asset classes and financial advisory firms:
Asset classes we cover: private equity, private debt, secondaries and fund of funds, real assets, and investment banking and M&A
Why Private Capital Firms Choose Holland Mountain
→ Depth of experience across asset classes.
Our teams know how you work inside out — from private equity and credit to secondaries, real assets, and M&A advisory.
→ Independent, always.
No commercial relationships with software vendors. Our advice is driven solely by your firm’s best interest.
→ White-glove change management.
From strategy and requirements through go-live and hypercare, we make large-scale technology projects succeed — driving lasting adoption by all users.
A sample of firms that have used Holland Mountain CRM services
Ready to get more from your CRM?
From selection and implementation to long-term management, we’ll help you turn it into an asset for your investment and fundraising activities.