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Portfolio Monitoring: 4 considerations to keep inaccurate data out of reports

Portfolio Monitoring: 4 considerations to keep inaccurate data out of reports

by Kelvin Akinpelu | Jan 26, 2026 | Thought Leadership

“How confident are we in the accuracy of the data within our reports?” “Are we able to find the data we need fast and trust that it’s right?” These are the types of portfolio monitoring-related questions we consistently receive across the industry, regardless of...
The Major Operational Themes for Private Capital firms in 2026

The Major Operational Themes for Private Capital firms in 2026

by Jeremy Hocter | Nov 17, 2025 | Thought Leadership

2025 marked an inflection point for digitalization across Private Capital. The combination of a more challenging macroeconomic environment and rapid technological advancement has prompted firms to take bolder steps in their operational strategies. This year, Holland...
What’s New in Portfolio Monitoring? Challenges and Best Practices from Private Equity Firms

What’s New in Portfolio Monitoring? Challenges and Best Practices from Private Equity Firms

by Kelvin Akinpelu | Jul 25, 2025 | Thought Leadership

This article summarises a roundtable discussion with ten professionals from leading private equity firms in London, focused on the challenges, trends, and strategies shaping portfolio monitoring today. The portfolio monitoring landscape is evolving rapidly, bringing...
2024 In Review: The Common Findings From Operational Strategy Reviews

2024 In Review: The Common Findings From Operational Strategy Reviews

by Jeremy Hocter | Nov 12, 2024 | Thought Leadership

This year, a record number of Private Capital firms partnered with Holland Mountain for Operational Strategy projects to advance their operational goals and digital maturity.  During an Operational Strategy Review, Holland Mountain meets with each business function...
AI / GenAI in Private Equity: Key Use Cases and Vendors

AI / GenAI in Private Equity: Key Use Cases and Vendors

by Matt Guy | Jun 24, 2024 | PE Stack Maps

Defining use cases and relevant vendors for the fast-moving area of AI and GenAI in Private Capital represents a significant challenge. While we do have criteria in place to determine positioning on the map, any omissions are likely unintentional and we encourage you...
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Recent Insights

  • Portfolio Monitoring: 4 considerations to keep inaccurate data out of reports January 26, 2026
  • WEEKLY NEWS – WEEK OF 1/19/2026 January 24, 2026
  • AI for PE finance teams: Claude in Excel, MCP for Power BI and other key use cases January 20, 2026
  • WEEKLY NEWS – WEEK OF 1/12/2026 January 19, 2026
  • Weekly News – Week of 1/5/2026 January 12, 2026
  • WEEKLY NEWS – WEEK OF 12/15/2025 December 20, 2025
  • Weekly News: Week of 12/8/2025 December 12, 2025
  • Weekly News: Week of 12/1/2025 December 12, 2025
  • LP Investor Experience: Key Use Cases and Vendors December 2, 2025
  • The Major Operational Themes for Private Capital firms in 2026 November 17, 2025
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