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AI for PE finance teams: Claude in Excel, MCP for Power BI and other key use cases

AI for PE finance teams: Claude in Excel, MCP for Power BI and other key use cases

by Matt Guy | Jan 20, 2026 | Thought Leadership

Model 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 architectures in ways that extend...
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...
A 1,000+ User Software Implementation: Holland Mountain’s Approach

A 1,000+ User Software Implementation: Holland Mountain’s Approach

by Jonathan Connelly | Nov 15, 2024 | Case Studies

Background About the client: Our client is a European-based global private equity firm with over US$140 billion in assets under management in private equity, infrastructure, real estate, private credit and royalties. The group has over 20 offices across Asia, Europe...
Case Study: Automation of cost capture & analysis

Case Study: Automation of cost capture & analysis

by Jonathan Connelly | Nov 7, 2023 | Case Studies

The Client: A leading Venture Capital manager headquartered in Guernsey. BackgroundThe firm’s process for the capture & recharging of invoices and expenses was time-consuming, manual and inefficient. The Finance team was manually collating invoice & expense...
Demand for improved reporting drives digitalization of carry plans

Demand for improved reporting drives digitalization of carry plans

by Harpreet Lakhan | Jun 23, 2022 | Thought Leadership

Is your firm still using Excel spreadsheets to manage the carried interest plan? Many Private Capital firms are reluctant to move away from spreadsheets due to the complex nature of bespoke calculations, but a need for transparency is driving increased levels of...
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