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Case study: International fund manager uses ATLAS Track Record to streamline LP investor experience

Case study: International fund manager uses ATLAS Track Record to streamline LP investor experience

by Harpreet Lakhan | Mar 3, 2025 | Case Studies

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 Formula for CRM Success in 2025: Strategies, Adoption & Data

The Formula for CRM Success in 2025: Strategies, Adoption & Data

by Holland Mountain and Intapp | Feb 26, 2025 | Thought Leadership

In central London, Holland Mountain and Intapp hosted a panel discussion on the future of investment and fundraising technology.  The discussion featured insights from: Ruth Eagle, Head of Origination at CBPE Capital   Peter Tucker, IT Managing Director at IK...
From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

From Simple Tool to Asset: Unlocking CRM Potential in Private Equity

by Billy Dix | Jan 28, 2025 | Thought Leadership

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...
Transforming Carried Interest & Co-Investment Reporting for a Large Private Equity Firm

Transforming Carried Interest & Co-Investment Reporting for a Large Private Equity Firm

by Amardeep Singh | Jan 14, 2025 | Case Studies

Background About the client: Our client is a global buyout firm with USD$40+ billion in assets under management that focuses on international markets, with a particular focus on emerging markets. The group has over 300 employees, with 200+ plan participants.  About...
AI and talent in 2024 and beyond

AI and talent in 2024 and beyond

by Holland Mountain and The Line | Dec 10, 2024 | Thought Leadership

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...
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