AI Advisory for Private Capital firms
Building AI capabilities in private markets
Holland Mountain brings an independent and differentiated approach to AI.
Our AI experts bring deep operational expertise across Private Capital to deliver measurable ROI, working hands-on across the platforms your teams already use: Claude, ChatGPT, Gemini, and Copilot, alongside the industry-specific tools.
70+ AI use cases for Private Markets firms
We work across private markets to help clients develop and implement the AI use cases that drive real efficiency, spanning deal sourcing, investment research, data extraction, DDQ/RFP automation, IC memo drafting, enterprise search, market intelligence and portfolio monitoring.
Access our library of 70+ use cases already in production at private capital firms, mapped by complexity, value and team, to shape your roadmap.
Access is only authorized to fund managers.
End-to-end services that make AI deliver
Level 1
Governance & Operating Model
The foundation on which everything else sits. Without it, AI initiatives stay fragmented and unaccountable. This service underpins Levels 2, 3 & 4.
- AI policy, guardrails and acceptable use
- Operating model review and design
- Data readiness and architecture
- MCP, integration and point solution design
- Usage, cost control and ROI oversight
- Roadmap, prioritization and steering
Level 2
Personal Productivity
- Enterprise AI configuration and rollout
- Applied training by team and workflow
- Skill, artifact, and prompt standards
- Adoption support and usage monitoring
Level 3
Centralized Use Cases
- Use case prioritization, benchmarked against our 70+ library
- AI engineering – skills, agents, integration
- Consolidating duplicated effort and redundant projects
- Institutionalizing successful pilots
- Ongoing change management and training
- ROI measurement and ongoing optimization
Level 4
In-System AI Capability
- AI capability review (e.g. within CRM)
- Industry AI tool insights and selection
- Solution design & implementation
- Data quality and lineage assessment
Need help navigating a crowded tech landscape?
The AI tooling market is expanding quickly and fragmenting as it grows. The wrong choice of technology is a common cause of duplicate AI spend, negative AI ROI, and stalled pilots.
Holland Mountain helps you work through the build vs buy decision and select technology that fits your firm, so AI is properly evaluated and each tool earns its place.
Free AI consultation with our senior advisors
Get a clear read on your AI maturity and how well you’re positioned to put AI use cases to work.
In 30 minutes, you will get straight answers to:
- What are the key AI use cases my peers are prioritizing right now?
- Where do I stand on AI maturity against my peers?
- Which AI use cases should I prioritize today?
- What are peers doing to optimize their AI ROI and cut duplicate AI spend?
- What will it take, in time and effort, to get your priority AI use cases live?
Why Private Capital Firms Choose Holland Mountain
→ Depth of experience across asset classes.
We work only in private markets. Our teams understand how you operate – across private equity, private credit, real estate, infrastructure and secondaries.
→ Operational depth blended with AI expertise.
Deep industry experience and AI expertise in a single team is the combination needed to turn expectations around AI into a working reality.
→ Independent, always.
We hold no commercial relationships with AI providers or software vendors. Our advice is driven solely by your firm’s interest.
Drive tangible and lasting business results with AI
Jeremy Hocter
Director
jeremy.hocter@hollandmountain.com
Christopher Vilhelmsen
Managing Consultant
christopher.vilhelmsen@hollandmountain.com
