Leading Private Capital firms are harnessing data for competitive advantage Every day, Private Capital firms around the globe rely on data to make informed decisions. Without meaningful insight, they would be flying blind. But how can GPs best make use of the immense...
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...
Is your firm still using Excel spreadsheets to manage the carried interest plan? Many Private Capital firms are reluctant to move away from spreadsheets due to the complex nature of bespoke calculations, but a need for transparency is driving increased levels of...
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...
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...
Information is valuable currency for Private Capital firms. It drives data-based decision making across every business function, from originating deals, to overseeing portfolios and reporting on returns. As fund managers continue to invest in best-of-breed digital...
