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18 insights firms can drive from the data in their CRM

18 insights firms can drive from the data in their CRM

by Sam Tovey | Jul 30, 2026 | Thought Leadership

CRM systems that capture data without turning it into insight are a scenario we encounter frequently. Most firms do a good job at capturing and integrating data into the CRM. Far fewer turn that data into insight that supports investment and fundraising decisions....
Is your CRM powering deals and fundraising? 10 functionalities every team should have

Is your CRM powering deals and fundraising? 10 functionalities every team should have

by Sam Tovey | Jul 20, 2026 | Thought Leadership

Most teams use only a fraction of what their CRM can do. The system gets set up, is half-adopted, and ends up being more of a burden than a tool that powers deal and fundraising activities. The key features and benefits stay on the table, while the admin is still done...
The Future of IR and Fundraising Operations: Key takeaways

The Future of IR and Fundraising Operations: Key takeaways

by Christopher Vilhelmsen | Jul 2, 2026 | Thought Leadership

Fundraising is now a permanent state. LP expectations keep rising, and AI is reshaping what’s operationally possible. The question isn’t whether your IR infrastructure matters – it’s whether yours is built to compete. Holland Mountain, Intapp,...
Case Study: How Holland Mountain Optimized the CRM for a $50bn Asian Investment Firm

Case Study: How Holland Mountain Optimized the CRM for a $50bn Asian Investment Firm

by Billy Dix | May 12, 2026 | Case Studies

Background About the client One of Asia’s largest private alternative investment firms, with an AuM of $50bn. The firm has a large team of 200 across multiple geographies. About Holland Mountain Holland Mountain is a specialist consulting firm and data solutions...
Case Study: How a €20bn Private Equity firm maximized the roll-out of its CRM

Case Study: How a €20bn Private Equity firm maximized the roll-out of its CRM

by Katie Brown | Feb 11, 2026 | Case Studies

Background About the client A leading European private equity fund manager with €20bn in assets under management. About Holland Mountain Holland Mountain is a specialist consulting firm and data solutions provider for private markets with over 350 successful digital...
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Recent Insights

  • WEEKLY NEWS – WEEK OF JULY 27, 2026 July 31, 2026
  • 18 insights firms can drive from the data in their CRM July 30, 2026
  • WEEKLY NEWS – WEEK OF JULY 20, 2025 July 24, 2026
  • Is your CRM powering deals and fundraising? 10 functionalities every team should have July 20, 2026
  • WEEKLY NEWS – WEEK OF 13 JULY, 2026 July 17, 2026
  • $15bn+ manager selects ATLAS to centralize fund data and automate reporting July 14, 2026
  • WEEKLY NEWS – WEEK OF JULY 6, 2026 July 10, 2026
  • WEEKLY NEWS – WEEK OF JUNE 29, 2026 July 3, 2026
  • The Future of IR and Fundraising Operations: Key takeaways July 2, 2026
  • WEEKLY NEWS – WEEK OF 22 JUNE, 2026 June 26, 2026
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