• Customer Success

    Private Credit

    Learn how Untap empowers private credit funds to streamline portfolio management, optimize reporting, and unlock strategic insights. 

  • Customer Success

    Real Estate

    Discover how Untap helps real estate funds centralize data, enhance reporting efficiency, and drive smarter investment decisions.

  • Customer Success

    Buyout

    Learn how Untap supports buyout funds in optimizing portfolio management, automating reporting, and unlocking actionable insights.

  • Customer Success

    Infrastructure

    Explore how Untap enables infrastructure funds to streamline data management, optimize reporting workflows, and support informed decision-making.

What our customers have to say

  • 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 with us.

    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

Customer Success Stories

How Cairngorm Capital Leveraged Untap for Seamless Reporting and Strategic Insights

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.

Learn more

Building Flexibility and Efficiency for Causeway Financial, a Private Debt Fund

To strengthen data accuracy and operational control, Causeway Financial turned to Untap for a solution that could simplify complex loan reporting, automate workflows, and provide a unified view of portfolio performance.

Learn more

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.

 
Untap stands out for the innovative quality of their platform and their strong commitment to a real partnership relationship with us” 

- Razzak Akbar, CFO at Freshstream 

Latest news & articles

From the Blog

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...

Why valuation accuracy is now a competitive advantage
Why valuation accuracy is now a competitive advantage
21 January, 2026

Valuation has always been central to private capital. What has changed is the role it plays in day to day decision makin...

What CFOs actually need from portfolio data
What CFOs actually need from portfolio data
14 January, 2026

For CFOs in private capital markets, portfolio data has never been more available. Yet availability is not the same as u...

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