Strategy Advice for Operations and Data

Helping COOs, CFOs, and CTOs achieve their operational goals and advance their digital maturity.

Trusted by the Private Capital industry

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 optimising 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.

Our Strategy Advice services

We supported 150+ Private Equity and Private Debt firms globally, helping them establish the people, processes, technology and data capabilities they need to achieve their business objectives.

Operational Review and Benchmarking

Analyze current operations and benchmark against industry best practices.

Target Operating Model and Roadmap Design

Define the optimal mix of systems, service providers, and data capabilities. Determine the most effective implementation strategy, including necessary changes and team capacity timelines.

Data Strategy and Governance

Develop robust data capabilities to establish a single source of truth.

Technology and Systems Assessment

Evaluate system performance and optimize for peak efficiency

Fund Administrator Service Review

Conduct a comprehensive assessment of fund administration services and fee structures.

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

Case Studies

Operational strategy review change program

The client: A PE Infrastructure Manager headquartered in Paris

Project Scope: Operational Strategy Review and technology across front, middle and back-office operations

The Story

The firm had grown rapidly in recent years and its manual, Excel-heavy processes had become unsustainable.

The business wished to both improve existing technology and put new technology in place. Ahead of doing so, the firm engaged Private Capital best practice experts, Holland Mountain, to conduct an Operational Strategy Review.

We led workshops with each of the functions in scope, establishing the business’s process, technology & data needs and looking at what was working well today, what was not working well, 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 improved the firm since to support them with the implementations to existing systems, and to select the admin & reporting System (including a fund accounting, admin & reporting System).

Data strategy and transformation

The client: A strategic financer for Private Equity investors (FoF)

Project Scope: Target Data Model design followed by enterprise data platform

The Story

The business wished 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 implementing an enterprise Data Platform.

As part of the Data Platform implementation, we managed the setup 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 client: Real estate equity and credit manager

Project Scope: Definition of best practice operating model for Private Credit followed by selection of the best suited software and service solutions

The Story

The business had an existing Real Estate Equity strategy and wished 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 them on how to setup 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 the second for an outsourced loan administrator.

Why choose Holland Mountain?

We are the leading operational strategy consultancy and have delivered strategy work for 80 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 third year.

Firms we have delivered 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.