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Automate or Stagnate: How to Scale Investor Relations in Private Equity

Automate or Stagnate: How to Scale Investor Relations in Private Equity

by Jeremy Hocter | Jun 5, 2025 | Thought Leadership

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...
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...
The Future of Data-Driven Deal Sourcing in Private Equity

The Future of Data-Driven Deal Sourcing in Private Equity

by Holland Mountain and Kelp | Nov 21, 2024 | Thought Leadership

In a private setting at the Royal Automobile Club, Holland Mountain and Kelp hosted a panel discussion on the future of data-driven deal sourcing.  The discussion featured insights from: Chris Conradi, Chief Digital Officer at FSN Capital. Christopher Vilhelmsen, Head...
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Recent Insights

  • 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
  • WEEKLY NEWS – WEEK OF 15 JUNE, 2026 June 19, 2026
  • WEEKLY NEWS – WEEK OF 6/8/2026 June 13, 2026
  • $200bn+ Manager Consolidates Multi-Administrator Data into a Single Source of Truth with ATLAS June 11, 2026
  • WEEKLY NEWS – WEEK OF 5/18/2026 May 22, 2026
  • Selecting a Fund Admin in 2026: Market Landscape and CFO Considerations May 18, 2026
  • WEEKLY NEWS – WEEK OF 5/4/2026 May 9, 2026
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