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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...
7 CRM Integration Use Cases Giving IR Teams a Competitive Edge

7 CRM Integration Use Cases Giving IR Teams a Competitive Edge

by Christopher Vilhelmsen | Apr 1, 2025 | Thought Leadership

CRM is the technological backbone for investor relations teams- but too often, it operates in isolation. To gain a real competitive edge, firms need to integrate their CRM into a broader data strategy. With public and market data sources becoming increasingly...
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...
Leveraging Technology To Create A Best-in-class Investor Experience

Leveraging Technology To Create A Best-in-class Investor Experience

by Holland Mountain and IDR | May 14, 2024 | Thought Leadership

In today’s challenging fundraising environment, GPs are increasingly recognizing the critical importance of delivering a standout investor experience amidst a complex technology landscape with multiple touchpoints. To address these issues, Holland Mountain and...
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