Insights for Private Capital firms
Technology and data insights for GPs transitioning to Private Markets 2.0
Announcements
Consulting thought leadership
From Simple Tool to Asset: Unlocking CRM Potential in Private Equity
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...
AI and talent in 2024 and beyond
How is AI impacting Private Equity Skillset and Talent? This was the focus of our recent breakfast session we co-hosted with The Line, where we explored the impact of automation, machine learning, and generative AI on private equity operations. The discussion covered...
How Snowflake + ATLAS optimizes data quality and reporting in Private Equity
While Snowflake is powerful at ingesting data and pulling information from various sources, the data that is immediately available is not always ready for reliable reporting and analysis. The data within Snowflake often requires mastering, mapping, and governance to...
The Future of Data-Driven Deal Sourcing in Private Equity
In a private setting at the Royal Automobile Club, Holland Mountain and Kelp hosted a panel discussion on the future of data-driven deal sourcing. The discussion featured insights from: Chris Conradi, Chief Digital Officer at FSN Capital. Christopher Vilhelmsen, Head...
Harnessing Tech and Data in Secondary Markets for Superior Decision-Making
The secondary fund-of-funds space has seen significant innovation in recent years, driven by the need to harness data as a critical differentiator. Both pre- and post-investment data management play vital roles in creating competitive advantages, yet challenges...
2024 In Review: The Common Findings From Operational Strategy Reviews
This year, a record number of Private Capital firms partnered with Holland Mountain for Operational Strategy projects to advance their operational goals and digital maturity. During an Operational Strategy Review, Holland Mountain meets with each business function...
The Future of Efficiency: 4 Key Takeaways from SS&C Private Markets Club
Background At the recent SS&C Private Markets Club, industry leaders Jeremy Hocter, Director at Holland Mountain, and Suresh Krishnamurthy, CTO at SS&C Technologies, shared valuable insights on how firms can scale while managing operational complexity. Below...
Top 10 AI Use Cases in Private Equity [Updated 2025]
The role of AI in private equity is only growing, and this updated list reflects the latest trends and innovations in the industry. We will continue to update it as new developments emerge. Here are 10 AI use cases that your private equity peers are diving into. Deal...
Your fund admin data is held captive. Here’s how to release it.
GPs across the industry share common challenges with outsourced fund administration services. Whether it's the quality of data received, the timeliness of delivery, or the low confidence in its accuracy, these issues drive GPs to seek ways to access and validate this...
AI Strategy in Private Equity
How is your organization approaching AI? Becoming an AI-enabled business is a complex journey influenced by many factors. Too often, companies chase the latest trend without laying the groundwork needed to gain a lasting competitive advantage. Let's explore the...
Secondaries: Data Strategies to Drive Smart, Fast Investment Decisions
On June 25th, 2024, Colmore gathered an expert panel to discuss the strategic utilization of data to drive investment decisions for Secondaries managers. The panel was composed of: Adam King, Chief Financial Officer, Glendower Capital Harry Vander Elst, Partner,...
Reporting Automation – The New Benchmark for Best Practice Operations
GPs have always accepted manual processes as unavoidable in producing a significant proportion of internal and external reports. Compiling data from multiple sources in Excel, performing calculations, adding commentary, getting data from third-party service...
Five Key Considerations When Selecting a New Fund Administrator
Selecting a new fund administrator is a critical decision for GPs. Reversing this decision is challenging and often costly, making it essential to get it right the first time. The frustration and operational disruptions associated with fund administrator(s) failing to...
Digital Maturity Scale Update: How AI Impacts Private Capital Firms’ Digital Journey
The anticipation surrounding AI's potential is palpable among private market firms, prompting a reevaluation of how this transformative technology could revolutionize various aspects of their operations. Yet, to fully harness AI's capabilities, firms must first attain...
The Benefits of Tracking and Reporting Value Creation Initiatives
The proven ability of a private equity firm to generate alpha is core to success across multiple areas of the business – from fundraising and re-ups, success in seeing and winning deals, the ability to attract top talent and, of course, generating returns....
AI Tools and Uses Cases in Private Markets – Jeremy Hocter Interview with The Drawdown
In this issue dedicated to AI innovations, Jeremy elaborates on practical AI use cases for private equity firms and advises GPs on how to gear up for AI integration in the coming months. Access the interview: AI Tools and Uses Cases in Private Markets - Jeremy Hocter...
Leveraging Technology To Create A Best-in-class Investor Experience
In today's challenging fundraising environment, GPs are increasingly recognizing the critical importance of delivering a standout investor experience amidst a complex technology landscape with multiple touchpoints. To address these issues, Holland Mountain and IDR...
How Innovative Technology Is Ushering in a New Era of the Portfolio Monitoring Function
Over the past several years, the pandemic and an uncertain, competitive investment landscape have rapidly accelerated technology innovation in the private markets, ushering in a new era for the portfolio monitoring function. Longer hold periods, rising capital costs,...
Driving System Adoption: 10 Best Practices for Private Markets Firms
Due to growing demand for enriched data to support business decisions, PE firms are continuously investing money in new technology to support their back, middle and front office processes. Unfortunately, there is somewhat of a misconception that these solutions can...
Unleashing AI’s Potential in Private Markets: Key takeaways from Tech Innovation conference
Most of the talk around AI in Private Markets has been that it is in its ‘early days’. There is no real consensus around what ‘good’ looks like yet, and caution is therefore advised. While some of this sentiment is appropriate, there have been some important...
3 Recommendations to Transform Your Investor Experience (and How To Do It)
With fundraising continuing to challenge private market firms, enhancing the investor experience has emerged as an important differentiator. Currently, investors navigate a mixed landscape of operational processes that can impact their engagement and satisfaction...
In-house vs Outsourcing: Identifying which GP tasks to outsource
Discussions around ‘in-house’ vs. outsourcing operations have been more prevalent in recent months among our GP clients. Whereas previously such discussions were mostly limited to wholesale outsourcing of back-office functions or LP fundraising, it is increasingly...
How to Leverage ESG Technology to Streamline Your SFDR Reporting Process
Is your team struggling to keep pace with the increasing demands of Sustainable Finance Disclosure Regulation (SFDR) data collection and reporting? As organisations strive towards SFDR compliance, asset managers find themselves in a delicate balancing act - striving...
How to use AI in Private Equity? AI Readiness in Private Markets
AI technology is not new. It has been around for years. In the past 18 months, new mainstream tools like OpenAI’s ChatGPT and CoPilot are making AI more accessible, with day-to-day use cases that work for many sectors. Private equity firms are under pressure to be...
Why Portfolio Monitoring Software Fails… and How to Fix it
Middle office software failing to deliver for private capital firms is a scenario we encounter frequently. In some cases, an inadequate software selection process fails to identify fundamental limitations and misalignment with key requirements from the outset,...
ATLAS thought leadership
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...
The importance of data for Private Capital firms
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...
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...
Demand for improved reporting drives digitalization of carry plans
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...
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...
Forming a data-driven deal sourcing approach for Private Capital firms
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...
Supercharge reporting with an enterprise data platform
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...