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10 Considerations When Deploying AI in Private Equity

10 Considerations When Deploying AI in Private Equity

by Matt Guy | Jun 11, 2025 | Thought Leadership

AI adoption in private equity is accelerating, but implementation isn’t always straightforward. From strategic fit to risk, governance, and value creation, here are 10 key considerations to help firms deploy AI effectively and avoid common missteps. 10 Key...
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...
Our 3 Fund Administrator Trends for Private Capital Firms

Our 3 Fund Administrator Trends for Private Capital Firms

by Eunice Cho | May 21, 2025 | Thought Leadership

The outsourcing landscape has evolved significantly, driven by the rising complexity in regulatory requirements and the increasing diversity of market players. Private Capital firms are now navigating the growing pressures from investor demands, organizational...
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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Recent Insights

  • WEEKLY NEWS – WEEK OF JULY 6, 2026 July 10, 2026
  • WEEKLY NEWS – WEEK OF JUNE 29, 2026 July 3, 2026
  • The Future of IR and Fundraising Operations: Key takeaways July 2, 2026
  • WEEKLY NEWS – WEEK OF 22 JUNE, 2026 June 26, 2026
  • WEEKLY NEWS – WEEK OF 15 JUNE, 2026 June 19, 2026
  • WEEKLY NEWS – WEEK OF 6/8/2026 June 13, 2026
  • $200bn+ Manager Consolidates Multi-Administrator Data into a Single Source of Truth with ATLAS June 11, 2026
  • WEEKLY NEWS – WEEK OF 5/18/2026 May 22, 2026
  • Selecting a Fund Admin in 2026: Market Landscape and CFO Considerations May 18, 2026
  • WEEKLY NEWS – WEEK OF 5/4/2026 May 9, 2026
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