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Case Study: How to successfully implement a Portfolio Monitoring solution for a Growth Equity firm with 100 Portfolio Companies

Case Study: How to successfully implement a Portfolio Monitoring solution for a Growth Equity firm with 100 Portfolio Companies

by Kelvin Akinpelu | Apr 30, 2026 | Case Studies

About the firm A specialist growth equity investor with a portfolio of over 100 companies across Europe, primarily targeting technology-enabled businesses. As the firm had scaled, both in assets under management and in the breadth of its portfolio, so too had the...
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...
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Recent Insights

  • Selecting a Fund Admin in 2026: Market Landscape and CFO Considerations May 18, 2026
  • WEEKLY NEWS – WEEK OF 5/4/2026 May 9, 2026
  • Portfolio Monitoring System Implementation: Our 7 Recommendations May 7, 2026
  • WEEKLY NEWS – WEEK OF 4/27/2026 May 4, 2026
  • Case Study: How to successfully implement a Portfolio Monitoring solution for a Growth Equity firm with 100 Portfolio Companies April 30, 2026
  • WEEKLY NEWS – WEEK OF 4/20/2026 April 27, 2026
  • Data Platform: The Cornerstone for Scalability and AI April 21, 2026
  • WEEKLY NEWS – WEEK OF 4/6/2026 April 11, 2026
  • Portfolio Monitoring Vendor Landscape for Private Equity and Private Credit managers [2026] March 24, 2026
  • WEEKLY NEWS – WEEK OF 3/16/2026 March 20, 2026
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