Unified Track Record Reporting
Common challenges
- No single source of truth for track record data. The IR team manages their own Excel spreadsheet with numbers that are slightly different to those managed by the Finance team
- Teams are working off static files that are updated quarterly, often with a delay from the quarter end
Holland Mountain’s solution
- Provides users with real time access to track record data
- Enables the IR team to self-service their own track record reporting from a single source of truth
- Provides the ability to layer in performance benchmarking
- Enables firms to offer LPs access to track record dashboards
get in touch
Holland Mountain Group Limited
York House
221 Pentonville Road
London, N1 9UZ
United Kingdom
