Portfolio Monitoring

Revolutionize how you collect all your assets’ data and produce your performance monitoring reports using the latest AI technology.

 

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Value Creation & ESG

Take full control of your value creation and ESG plans and improve strategic alignment with your portfolio companies.

 

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Fund Management

Power up your fund management with what-if-scenarios and cash-flow projection, automating fund performance calculations and reporting.

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Investor Reporting

Produce your investor reporting in 70% less time, zero mistakes, and matching exactly your current design. Transform how you share information with your LPs.

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TRUSTED BY

Untap is the most powerful, flexible, and comprehensive portfolio management solution for private capital markets.

INVESTOR REPORTING (3)

Empowering you to:

 

2024 (1)Increase confidence of achieving growth in Earned Value.

2024-removebg-previewBoost your profile as a data-driven manager.

 

2024 (2)

Improve transparency with investors and portfolio assets.

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

Why Private Capital Market Firms Need Automated Reporting
Why Private Capital Market Firms Need Automated Reporting
23 April, 2025

The private capital markets are experiencing unprecedented growth and complexity. Firms are managing increasingly divers...

How AI is Transforming Financial Data Analysis
How AI is Transforming Financial Data Analysis
16 April, 2025

In today’s fast-paced investment landscape, the ability to extract insights from vast amounts of financial data has neve...

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