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 GeeChief 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 with us.
Razzak AkbarChief 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 RozoPortfolio Director, Ashmore Group
Customer success story
How Cairngorm Capital Leveraged Untap for Seamless Reporting and Strategic Insights
Customer: Cairngorm Capital
Overview
Cairngorm Capital is a specialist private equity firm dedicated to partnering with mid-market UK companies to achieve substantial growth. With a collaborative and thematic investment approach, Cairngorm works closely with ambitious management teams to build industry-leading companies. Their portfolio companies include over 7,250 employees and a combined revenue exceeding £1.2 billion.
As part of their commitment to operational excellence, Cairngorm sought a portfolio management solution to centralize financial data, streamline investor reporting, and enhance decision-making processes.
Challenge
Cairngorm Capital faced challenges in efficiently managing financial and operational data across their growing portfolio. Their key pain points included:
Consolidating financial data for all portfolio companies into a centralized platform.
Producing quarterly investor reports that adhere to precise design and content standards.
Streamlining data workflows and managing internal approvals to ensure accuracy and timeliness.
Solution
Cairngorm Capital chose Untap as their portfolio management provider due to Untap’s flexibility and ability to meet Cairngorm’s specific requirements. The solution included:
Custom Workflows: Tailored workflows and data processes to meet Cairngorm’s unique operational needs.
Comprehensive Reporting: Replication of Cairngorm’s exact quarterly report templates, ensuring seamless integration with existing processes.
Innovative Functionality: Introduction of cutting-edge features such as what-if scenario simulation and IRR/carry projections.
Streamlined Automation: Automated data collection, commentary integration, and internal approvals for high-quality, timely investor reporting.
AI-Driven Insights: An AI engine that generated draft performance commentary from board packs, allowing investment directors to refine and incorporate insights effortlessly.
Our team also ensured a smooth implementation, migrating Cairngorm’s historical data and meticulously designing all reports in line with Cairngorm’s standards.
Results
Enhanced Efficiency: Streamlined data collection and workflows, saving time and reducing manual effort.
Improved Accuracy: Automated processes and internal approvals ensured 100% output quality in investor reports.
“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 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 at Cairngorm Capital
CREATED FOR PRIVATE EQUITY, WITH PRIVATE EQUITY
We work with our customers to provide a tailored, flexible solution that meets their exact challenges in portfolio monitoring.
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“Untap stands out for the innovative quality of their platform and their strong commitment to a real partnership relationship with us”
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