━ Scale AUM without scaling headcount ━
Strategy Advice for Operations and Data
Helping COOs, CFOs, and CTOs achieve their operational goals and advance their digital maturity.
Holland Mountain advises private capital firms worldwide
A strategic roadmap towards digital and operational efficiency
Firms come to us with the objective of becoming more scalable and growing their AUM without necessarily increasing their headcount.
With best practice input and digital roadmap, we assist COOs, CTOs, CFOs, and operational leaders in optimizing their technology and processes to improve their operating model.
Our service provides a clear roadmap toward a future state operating model. This combines immediate tactical advice with long-term strategic planning to become more scalable and efficient, reduce manual efforts, and ensure you possess the operational capabilities your investors expect.
The Private Markets Digital Maturity Scale
The Private Markets Digital Maturity Scale
Our Enterprise Operating Model services
We supported 200+ Private Equity and Private Debt firms globally, helping them establish the people, processes, technology and data capabilities they need to achieve their business objectives.
Industry Benchmarking
Analyse current operations and benchmark them against industry best practice.
Target Operating Model
Define the optimal mix of systems, service providers and data capabilities, delivered in phased, achievable steps.
Operational Roadmap
Turn the target model into costed workstreams with clear priorities, sequencing and team capacity timelines.
Data and AI Strategy
Identify where AI delivers measurable ROI, prioritise use cases by business value, and build the single source of truth and governance to sustain them.
Technology and System Assessment
Evaluate system performance and optimise for peak efficiency.
How is our Strategy Advice helping Private Capital firms?
Our strategy services help Private Capital firms overcome existing challenges and inefficiencies linked to data, technology and processes, and position them for operational excellence.
1. Establish the ideal operating model to enable the business to efficiently scale
2. Maximize the value gained from operational and digital spend
3. Plan and resource operational change project most effectively and efficiently
4. Transform the firm’s digital and data culture
5. Build the foundations for a successful AI strategy
Case Studies
Operational strategy review change programme
The Story
The firm had grown rapidly in recent years and its manual, Excel-heavy processes had become unsustainable.
The business wanted to improve existing technology and put new technology in place. Before doing so, the firm engaged Private Capital best-practice experts Holland Mountain to conduct an Operational Strategy Review.
We led workshops with each function in scope, establishing the business’s process, technology and data needs, and looking at what was working well today, what was not, and the capabilities the team would ideally have. We worked with the business to design the Target Operating Model, then the Operational Roadmap, showing how the business could move from current state to future state most efficiently.
We have since supported the firm with implementations to existing systems and with the selection of its fund accounting, administration and reporting system.
Data strategy and transformation
The Story
The business wanted to put in place a best-in-class data model to support its continued growth and the launch of a new strategy.
The firm engaged Holland Mountain to establish the Target Data Model that would achieve the most efficient flow, aggregation and visualisation of data across the business. After the Target Data Model was agreed, Holland Mountain managed the change programme, including implementing a CRM system, a loan management system and an enterprise data platform.
As part of the data platform implementation, we managed the set-up of the optimal flow of data between the firm and its two fund administrators, and the ongoing reconciliation of this data with the firm’s loan management data, managed in house.
Operational setup for a new Private Credit strategy
The Story
The business had an existing Real Estate Equity strategy and wanted to launch a Private Credit strategy.
Having previously worked with Holland Mountain on a similar project, in which a Private Credit strategy was launched through an acquisition, the firm engaged us to advise on how to set up a best-practice Private Credit operating model.
After this initial strategy project, we managed two selection processes: one for an in-house loan monitoring system and one for an outsourced loan administrator.
Why choose Holland Mountain?
We are the leading operational strategy consultancy and have delivered strategy work for 100+ private capital firms.
We are independent and unbiased, with no commercial arrangement with third-party service providers.
The Drawdown awarded us the Best Consultancy for Operations for the fifth year.
A sample of the firms we have delivered operational strategy projects for:
Achieve your ideal operating model
Start your transformative success with Holland Mountain. Contact us today to learn more about how we can assist your organization in achieving and surpassing its business objectives.