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Portfolio Monitoring Vendor Landscape for Private Equity and Private Credit managers [2026]

Portfolio Monitoring Vendor Landscape for Private Equity and Private Credit managers [2026]

by Kelvin Akinpelu | Mar 24, 2026 | PE Stack Maps

Every year, private capital firms come to us for help selecting a portfolio monitoring solution. Reporting requirements are more frequent, LPs are requesting more granular information, and investment strategies are becoming more complex. The pressure on portfolio...
LP Investor Experience: Key Use Cases and Vendors

LP Investor Experience: Key Use Cases and Vendors

by Christopher Vilhelmsen | Dec 2, 2025 | PE Stack Maps

Download this map in high-resolution PDF >> Defining use cases and relevant vendors for the fast-moving topic of Investor Experience is challenging. While we do have criteria in place to determine positioning on the map, any omissions are likely unintentional,...
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...
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...
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