Holland Mountain's Case Studies
How we help GPs digitalize their Private Capital operations.
Consulting Case Studies
Transforming Carried Interest & Co-Investment Reporting for a Large Private Equity Firm
Background About the client: Our client is a global buyout firm with USD$40+ billion in assets under management that focuses on international markets, with a particular focus on emerging markets. The group has over 300 employees, with 200+ plan participants. About...
A 1,000+ User Software Implementation: Holland Mountain’s Approach
Background About the client: Our client is a European-based global private equity firm with over US$140 billion in assets under management in private equity, infrastructure, real estate, private credit and royalties. The group has over 20 offices across Asia, Europe...
Case Study: Digitalization of Investment Teams’ Operations
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...
Case Study: Automation of cost capture & analysis
The Client: A leading Venture Capital manager headquartered in Guernsey. BackgroundThe firm’s process for the capture & recharging of invoices and expenses was time-consuming, manual and inefficient. The Finance team was manually collating invoice & expense...
Case Study: FSN – 6 Business Benefits from Holland Mountain’s iLEVEL Optimization Project
FSN Capital Partners is a leading Northern European Mid-Market Private Equity firm, with approximately €4 billion in assets under management. The firm engaged Holland Mountain to assess its iLEVEL portfolio monitoring system and establish the improvements that could...
Case study: International fund manager uses ATLAS Track Record to streamline LP investor experience
Background About our client An international fund management group with €30bn AUM and 400 employees across eleven global offices. Track record data from the Finance team was produced in spreadsheets and then passed to IR for adjustments. Static investor tearsheets and...
Case Study: Operational Review – Fund Administration
The client: A global Real Estate and Infrastructure Fund Manager with $12bn AUM across both private and listed funds. With offices in London, Hong Kong, Sydney, Seoul and Mexico City, the firm manages 200+ real estate and infrastructure projects across 30 countries....
Case Study: Carry and Co-Investment Dashboards
The client: A global Private Equity firm with multiple office locations, 130+ investments and €40bn in total funds raised. As one of the largest Private Equity firms in the UK, they had over fifty carry and co-investment plan participants. What value has ATLAS...
Case Study: Portfolio Monitoring System Re-Implementation
The client: A leading independent private equity fund manager investing in Central Europe. 35 professionals located across 3 European offices. £1.3bn in committed capital across three mid-market funds. What was the initial problem? The firm had begun a portfolio...
Case Study: IT Service Provider Selection
The client: A mid-market UK-based Private Equity firm with £2.6bn in capital raised since inception, managed across six funds. A team of about 30 employees, predominantly investing in Europe. What was the initial problem? Our client was experiencing inadequate service...
ATLAS Data Platform Case Studies
Case study: International fund manager uses ATLAS Track Record to streamline LP investor experience
Background About our client An international fund management group with €30bn AUM and 400 employees across eleven global offices. Track record data from the Finance team was produced in spreadsheets and then passed to IR for adjustments. Static investor tearsheets and...
Case Study: Leading GP uses ATLAS Fund Admin Oversight to connect and combine data from multiple sources
The client A leading portfolio finance provider for Private Capital investors. $8.5bn raised since 2008 across 6 funds and mandates, resulting in 70 investments, supporting Private Capital management companies, funds and institutional investors across North America...
Case Study: Global fund manager uses ATLAS Carry Plans to boost retention & incentivization
The client: Global Private Capital firm with $45bn AUM, multiple active funds, and +50 carry & co-investment plan participants. The firm’s carry and co-investment data was held in a legacy database, alongside multiple Excel spreadsheets. Participants received...