Portfolio Monitoring

Turn portfolio data into intelligence with AI driven KPI extraction, automated controls and smarter performance reporting.

 

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Value Creation & ESG

Take control of your value creation and ESG plans with AI driven tracking, impact analysis and stronger strategic alignment across your portfolio companies.

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Fund Management

Power up your fund management with AI powered scenario modelling and cashflow forecasting, streamlining performance calculations and reporting.

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Investor Reporting

Reduce investor reporting time by up to 70% with AI powered automation, eliminating manual errors while matching exactly your current design.

 

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TRUSTED BY

Untap is the most powerful and comprehensive AI enabled portfolio intelligence platform for private capital markets.

INVESTOR REPORTING (3)

Empowering you to...

 

2024 (1)Drive measurable growth in Earned Value with AI enabled oversight

2024-removebg-previewLead with confidence as a modern, data driven investment manager

 

2024 (2)

Turn complex data into clear, actionable intelligence

FOR DIFFERENT ASSET TYPES

Buyout

From value creation to automated quarterly reports, what-if scenarios, and AI driven insights, Untap supports the whole lifecycle of your funds and companies.

 

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Real Estate

Transforming investor reporting with seamless automation, tailored insights, and unparalleled efficiency. Deliver investor-ready reports with confidence and ease.

 

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Infrastructure

Untap revolutionizes your infrastructure portfolio with automated reporting, strategic forecasting, and AI-powered insights, ensuring unmatched efficiency at every stage.

 

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Private Credit

From regular customer data collection to automated reporting, and predictive what-if scenarios, Untap supports every stage of your fund and portfolio lifecycle.

 

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OUR STRATEGIC PARTNERS

Your fund could experience...

3 x

Return on Investment

70 %

Time saved in report production

50 %

Reduction in response to LP requests

What our clients are saying

  • The bigger value that we needed to get out of Untap was something that we could use across our whole portfolio to link up all of the various stakeholders. You can see the information flow from the portfolio companies back office all the way to LP reporting.

    Warren Gee Chief Portfolio Officer, Cairngorm Capital

  • We were looking for a solution to help increase our efficiency but also support our ESG and Value Creation strategies, giving us a forward-looking perspective. Untap stood out for the innovative quality of their platform and their strong commitment to a real partnership.

    Razzak Akbar Chief Financial Officer, Freshstream

  • We work with Untap for its unique ability to streamline the whole data process and automate our quarterly investor reporting. Untap gives us a complete view and control of our investments and has allowed Ashmore to transform digitally our portfolio operations.

    Juan Pablo Rozo Portfolio Director, Ashmore Group

Latest news & articles

From the Blog

How Data Silos Impact Decision Making, Risk, and Returns
How Data Silos Impact Decision Making, Risk, and Returns
11 February, 2026

Data is one of the most valuable assets in private capital. Yet in many funds, data is also one of the biggest constrain...

Why Quarterly Reporting Still Takes Weeks in Most Funds
Why Quarterly Reporting Still Takes Weeks in Most Funds
4 February, 2026

Quarterly reporting is one of the most established rhythms in private capital. It is also one of the most painful. Despi...

Why funds wait too long to modernise portfolio operations
Why funds wait too long to modernise portfolio operations
28 January, 2026

Most private capital funds know their portfolio operations could work better. They see the pressure building every quart...

Let's Untap your potential together!

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