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...
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,...
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...
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...
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...