Investor experience that sets a new standard.
We help private capital firms modernize investor relations and create a seamless digital experience for LPs.
Trusted by 200+ Private Capital managers
Achieve invisible excellence
As fundraising grows more competitive, agility and speed are essential, but traditional processes struggle to keep up.
Holland Mountain supports GPs in optimizing the investor experience – from prospecting and onboarding to servicing and re-ups – to deliver ‘invisible excellence‘ to their LPs.
Private capital firms partner with Holland Mountain to leverage our award-winning expertise in designing modern investor experience strategies and implementing the best-fit technology to bring them to life.
What’s holding GPs back from meeting LP expectations?
Having worked with over 150 Private Capital firms, we understand the challenges faced by GPs due to the limitations of legacy systems or traditional processes that are not adapting fast enough.
Holland Mountain helps you at every stage of the investor experience
Our specialist IR/Fundraising advisory team partners with your team to optimize every aspect of the investor journey.
Prospecting & Relationship management
- Optimize your CRM to give a complete, accurate view of your investor universe.
- Maintain a holistic view of your firm’s investor coverage model to strengthen relationships and identify opportunities.
- Integrate LP commitment and track record data to provide IR with all the data they need.
LP Due Diligence
- Manage your DDQ response library to maintain accuracy, consistency, and compliance as requirements evolve.
- Identify and anticipate emerging DDQ themes to stay ahead of investor expectations.
Closing & KYC/AML
- Streamline the negotiation and execution of subscription documents.
- Automate KYC, AML, and tax document collection and approvals to minimize manual effort and reduce risk.
- Create efficiencies in investor document management to trigger timely refreshes and maintain regulatory compliance.
Investor Servicing
- Streamline investor notices and reporting workflows.
- Get a 360-degree view of investor engagement across the entire business.
- Use analytics from investor activity to anticipate investor interests and strengthen relationships.
Download our brochure for more information on our Investor Experience services.
Our services for Investor Experience
Investor Experience Review
Following an in-depth analysis of your current processes and set up, we provide detailed recommendations and roadmap to achieve your investor experience objectives.
Solution Selection
We help you confidently select the investor experience technology that is best suited for your current and future needs. Holland Mountain will also identify where AI tools can help automate elements of the process. More information on our solution selection service.
Technology Implementation
We provide 3rd party implementation support to ensure that your new system is designed in line with best practice, is scalable, user-friendly and not over-complicated. More information on our implementation services.
ATLAS Integration Hub
ATLAS Integration Hub: Integrate and master all your investor data across CRM, Investor Portal, Fund Accounting, Outsourced Fund Administrators, Data Rooms, and Marketing/Event systems portals, fund accounting systems. Discover our solution.
ATLAS Track Record
Our award-winning data solution providing IR teams with access to fund and portfolio data in real-time for faster fundraising and more efficient investor servicing. Discover our solution.
The Results You’ll Achieve with Us
Our commitment to help you achieve your investor experience objectives.
Streamline IR operations
Implement scalable processes and enhance IR data access to boost productivity and scalability.
Automate low-value tasks, improve efficiency
Free up time to focus on LP relationships, rather than manual administration.
Streamline IR operations
Implement scalable processes and enhance IR data access to boost productivity and scalability.
Automate low-value tasks, improve efficiency
Free up time to focus on LP relationships, rather than manual administration.
Deliver a best-in-class experience
Establish a modern tech stack that provides a unified, end-to-end experience.
Build for future growth
Lay the foundation to reach new and diverse investor pools, including emerging wealth channels.
Deliver a best-in-class experience
Establish a modern tech stack that provides a unified, end-to-end experience.
Build for future growth
Lay the foundation to reach new and diverse investor pools, including emerging wealth channels.
Why do private capital firms choose holland Mountain?
Private Capital expertise
We have unparalleled experience in operational strategy, having completed 150+ operational reviews for private capital firms, including large multi-asset managers.
We are data strategy experts
We have in depth knowledge of data strategy best practice, and will help you bring together LP data in the most efficient and scalable way
We know what best practice looks like
Our team of experts has led 25+ investor experience-specific projects, from strategy, solution selection and implementation.
Tech landscape knowledge
We know the investor experience technology landscape better than anyone else through our 20 years of experience and our proprietary database PE Stack.
A sample of firms we’ve led investor experience-related projects for:
Become the investor experience benchmark that your LPs compare every other firm against
Use the form below and speak to us today.