CRM systems that capture data without turning it into insight are a scenario we encounter frequently. Most firms do a good job at capturing and integrating data into the CRM. Far fewer turn that data into insight that supports investment and fundraising decisions....
Most teams use only a fraction of what their CRM can do. The system gets set up, is half-adopted, and ends up being more of a burden than a tool that powers deal and fundraising activities. The key features and benefits stay on the table, while the admin is still done...
Fundraising is now a permanent state. LP expectations keep rising, and AI is reshaping what’s operationally possible. The question isn’t whether your IR infrastructure matters – it’s whether yours is built to compete. Holland Mountain, Intapp,...
The fund administration market has evolved considerably. Technology-enabled operations, NextGen automation, and data-driven service delivery are now active areas of investment for leading administrators — driving greater efficiency, scalability, and service...
Implementing a new Portfolio Monitoring system is rarely straightforward. Holland Mountain is often engaged to help firms through implementations or to re-implement solutions that haven’t been successfully adopted. From these projects, we’ve identified...
Most private capital firms are looking to transition from manual, Excel-heavy operations to enterprise automation and AI. The question is: what actually moves firms forward? Below is Holland Mountain’s Digital Maturity Scale – a framework we use to help...
