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From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

by Billy Dix | Jan 28, 2025 | Thought Leadership

Among our clients, discussions around maximizing the value of their CRM systems are frequent, given the significant investment they often require. However many firms continue to struggle to achieve a strong return on investment, particularly in driving adoption among...
Case Study: Digitalization of Investment Teams’ Operations

Case Study: Digitalization of Investment Teams’ Operations

by Billy Dix | Jun 7, 2024 | Case Studies

Background About our client Our client is a major alternative investment manager with over $40Bn of assets under management. They have networks across Europe and North America, and focus on private equity, private credit and real estate.  About Holland Mountain...
Forming a data-driven deal sourcing approach for Private Capital firms

Forming a data-driven deal sourcing approach for Private Capital firms

by Billy Dix | Feb 24, 2022 | Atlas Insights, Atlas Thought Leadership, Insights, Thought Leadership

Holland Mountain’s Billy Dix takes a closer look at some of the opportunities for deal teams to leverage data and build competitive advantage. Deal sourcing in the Private Capital industry is rapidly shifting from a traditional relationship-driven approach to a...

Recent Insights

  • Holland Mountain Returns as Associate Sponsor at SuperReturn CFO/COO 2025 August 15, 2025
  • How a Private Equity Firm Cut LP Response Times from Days to Minutes with ATLAS Track Record July 28, 2025
  • What’s New in Portfolio Monitoring? Challenges and Best Practices from Private Equity Firms July 25, 2025
  • Holland Mountain Wins Best Advisor for Operations and Technology at The Drawdown Awards 2025 June 13, 2025
  • 10 Considerations When Deploying AI in Private Equity June 11, 2025
  • Automate or Stagnate: How to Scale Investor Relations in Private Equity June 5, 2025
  • AI Agents in Private Equity: Hype or Reality? May 28, 2025
  • Our 3 Fund Administrator Trends for Private Capital Firms May 21, 2025
  • 7 CRM Integration Use Cases Giving IR Teams a Competitive Edge April 1, 2025
  • Case study: International fund manager uses ATLAS Track Record to streamline LP investor experience March 3, 2025
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