Insights for Private Capital firms Operations, technology and data insights for asset managers. Latest articleAI Trends Review: Use cases, cost and returnAI has moved fast this year, with implementation and experimentation running across the industry. And the question now sitting on every executive’s desk: what are...Jeremy HocterAugust 8, 2026 Our latest insights for Private Markets Blog selection AllDataOperational StrategyAICRM and PipelinePortfolio MonitoringInvestor ExperienceFund OutsourcingFinance Operations 18 insights firms can drive from the data in their CRMCRM systems that capture data without turning it into insight are a scenario we encounter frequently. Most firms do a good job at...Sam Tovey | July 30, 2026Is your CRM powering deals and fundraising? 10 functionalities every team should haveMost teams use only a fraction of what their CRM can do. The system gets set up, is half-adopted, and ends up being...Sam Tovey | July 20, 2026The Future of IR and Fundraising Operations: Key takeawaysFundraising is now a permanent state. LP expectations keep rising, and AI is reshaping what’s operationally possible. The question isn’t whether your IR...Christopher Vilhelmsen | July 2, 2026Selecting a Fund Admin in 2026: Market Landscape and CFO ConsiderationsThe fund administration market has evolved considerably. Technology-enabled operations, NextGen automation, and data-driven service delivery are now active areas of investment for leading...Eunice Cho | May 18, 2026Portfolio Monitoring System Implementation: Our 7 RecommendationsImplementing a new Portfolio Monitoring system is rarely straightforward. Holland Mountain is often engaged to help firms through implementations or to re-implement solutions...Kelvin Akinpelu | May 7, 2026Data Platform: The Cornerstone for Scalability and AIMost private capital firms are looking to transition from manual, Excel-heavy operations to enterprise automation and AI. The question is: what actually moves...Katie Brown | April 21, 2026Portfolio Monitoring: 4 controls to ensure data accuracy“How confident are we in the accuracy of the data within our reports?” “Are we able to find the data we need fast...Kelvin Akinpelu | January 26, 2026AI for PE finance teams: Claude in Excel, MCP for Power BI and other key use casesModel 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...Matt Guy | January 20, 2026The Major Operational Themes for Private Capital firms in 20262025 marked an inflection point for digitalization across Private Capital. The combination of a more challenging macroeconomic environment and rapid technological advancement has...Jeremy Hocter | November 17, 2025Meeting LP Expectations: How to Deliver a Modern Investor Experience in 2026Recent shifts in the fundraising market have made delivering a seamless investor experience a strategic differentiator. Firms that modernize their systems and processes...Holland Mountain and Atominvest | November 4, 2025Key Takeaways from SuperReturn CFO/COO 2025Against the backdrop of a sunny Amsterdam, more than 200 private markets CFOs and COOs gathered to discuss the latest trends. Holland Mountain...Media | October 8, 2025Actioning Your Data Strategy: A Practical Guide For Private Capital FirmsHolland Mountain hosted a breakfast seminar in central London focused on how private equity firms can effectively action their data strategy. On stage...Billy Dix | September 23, 2025 123…56Next »
Latest articleAI Trends Review: Use cases, cost and returnAI has moved fast this year, with implementation and experimentation running across the industry. And the question now sitting on every executive’s desk: what are...Jeremy HocterAugust 8, 2026
18 insights firms can drive from the data in their CRMCRM systems that capture data without turning it into insight are a scenario we encounter frequently. Most firms do a good job at...Sam Tovey | July 30, 2026
Is your CRM powering deals and fundraising? 10 functionalities every team should haveMost teams use only a fraction of what their CRM can do. The system gets set up, is half-adopted, and ends up being...Sam Tovey | July 20, 2026
The Future of IR and Fundraising Operations: Key takeawaysFundraising is now a permanent state. LP expectations keep rising, and AI is reshaping what’s operationally possible. The question isn’t whether your IR...Christopher Vilhelmsen | July 2, 2026
Selecting a Fund Admin in 2026: Market Landscape and CFO ConsiderationsThe fund administration market has evolved considerably. Technology-enabled operations, NextGen automation, and data-driven service delivery are now active areas of investment for leading...Eunice Cho | May 18, 2026
Portfolio Monitoring System Implementation: Our 7 RecommendationsImplementing a new Portfolio Monitoring system is rarely straightforward. Holland Mountain is often engaged to help firms through implementations or to re-implement solutions...Kelvin Akinpelu | May 7, 2026
Data Platform: The Cornerstone for Scalability and AIMost private capital firms are looking to transition from manual, Excel-heavy operations to enterprise automation and AI. The question is: what actually moves...Katie Brown | April 21, 2026
Portfolio Monitoring: 4 controls to ensure data accuracy“How confident are we in the accuracy of the data within our reports?” “Are we able to find the data we need fast...Kelvin Akinpelu | January 26, 2026
AI for PE finance teams: Claude in Excel, MCP for Power BI and other key use casesModel 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...Matt Guy | January 20, 2026
The Major Operational Themes for Private Capital firms in 20262025 marked an inflection point for digitalization across Private Capital. The combination of a more challenging macroeconomic environment and rapid technological advancement has...Jeremy Hocter | November 17, 2025
Meeting LP Expectations: How to Deliver a Modern Investor Experience in 2026Recent shifts in the fundraising market have made delivering a seamless investor experience a strategic differentiator. Firms that modernize their systems and processes...Holland Mountain and Atominvest | November 4, 2025
Key Takeaways from SuperReturn CFO/COO 2025Against the backdrop of a sunny Amsterdam, more than 200 private markets CFOs and COOs gathered to discuss the latest trends. Holland Mountain...Media | October 8, 2025
Actioning Your Data Strategy: A Practical Guide For Private Capital FirmsHolland Mountain hosted a breakfast seminar in central London focused on how private equity firms can effectively action their data strategy. On stage...Billy Dix | September 23, 2025
