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Portfolio Monitoring System Implementation: Our 7 Recommendations

Portfolio Monitoring System Implementation: Our 7 Recommendations

by Kelvin Akinpelu | May 7, 2026 | Thought Leadership

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...
Data Platform: The Cornerstone for Scalability and AI

Data Platform: The Cornerstone for Scalability and AI

by Katie Brown | Apr 21, 2026 | Thought Leadership

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...
Portfolio Monitoring: 4 controls to ensure data accuracy

Portfolio Monitoring: 4 controls to ensure data accuracy

by Kelvin Akinpelu | Jan 26, 2026 | Thought Leadership

“How confident are we in the accuracy of the data within our reports?” “Are we able to find the data we need fast and trust that it’s right?” These are the types of portfolio monitoring-related questions we consistently receive across the industry, regardless of...
AI for PE finance teams: Claude in Excel, MCP for Power BI and other key use cases

AI for PE finance teams: Claude in Excel, MCP for Power BI and other key use cases

by Matt Guy | Jan 20, 2026 | Thought Leadership

Model Context Protocol is gaining traction and fundamentally changing what AI can accomplish for finance teams. LLMs can now interact directly with enterprise systems, understanding data schemas, semantic relationships, and system architectures in ways that extend...
The Major Operational Themes for Private Capital firms in 2026

The Major Operational Themes for Private Capital firms in 2026

by Jeremy Hocter | Nov 17, 2025 | Thought Leadership

2025 marked an inflection point for digitalization across Private Capital. The combination of a more challenging macroeconomic environment and rapid technological advancement has prompted firms to take bolder steps in their operational strategies. This year, Holland...
Meeting LP Expectations: How to Deliver a Modern Investor Experience in 2026

Meeting LP Expectations: How to Deliver a Modern Investor Experience in 2026

by Holland Mountain and Atominvest | Nov 4, 2025 | Thought Leadership

Recent shifts in the fundraising market have made delivering a seamless investor experience a strategic differentiator. Firms that modernize their systems and processes are building stronger relationships and gaining an edge in future fundraising. In a recent panel...
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