Background About the client A leading European private equity firm managing multiple strategies across several geographies, focused on supporting mid-market companies through transformational growth. Context The firm was facing mounting inbound queries from its...
For most firms, fundraising has stopped being seasonal and has become constant, all year round. Meanwhile, the volume and complexity of LP requests continue to rise. In this environment, IR teams must spend less time wrangling data and more time on the value-added...
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...
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...
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...
