Financial Results + Value Creation + ESG

= Portfolio Management


UNTAP Portfolio Management cloud software helps private equity funds consolidate financial results, value creation planning and ESG metrics to achieve:


Streamlined data iconIncreased confidence of achieving growth in Earned Value.

ESG icon greenIncreased confidence of achieving sustainable returns.

Improved transparency between investors and shareholders iconImproved transparency between investors and portfolio companies.

Portfolio Monitoring Homepage screenshot-1
Transform your standalone portfolio monitoring from a back-office reporting tool to a sophisticated platform fully integrated with your value creation planning and ESG monitoring. Increase alignment across your investment and operating partners, finance team and portfolio companies.
VCP Homepage screenshot-1
Connecting your VCP with portfolio monitoring and sustainability metrics gives you increased confidence that your portfolio companies will achieve their growth targets and drive sustainable returns .
ESG Homepage screenshot2-1

Combining ESG metrics with your VCP and portfolio monitoring means that you can measure, benchmark and improve your sustainability goals and clearly demonstrate to your stakeholders the positive improvements that are being achieved to drive sustained growth.

  • 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 digital solution to help increase our efficiency but also support our ESG and Value Creation strategies, to give us a forward-looking perspective as our portfolio expands. We reviewed many solutions but Untap stood apart for the innovative quality of their platform and their strong commitment to a real partnership with us

    Razzak Akbar Chief Financial Officer, Freshstream

  • The great thing about the relationship is that they’ve been flexible and can tweak things for us. So, we’ve made a few fundamental tweaks along the way and we’re getting to the point where we’re 100% happy and things change anyway so it’s been really flexible to enable us to change when we need to

    Ian Baldwin Co-Chief Executive Officer, BSO

  • Untap is a solution that is relatively quick to implement and the Untap team has given us great support both during and after implementation in our portfolio

    Portfolio Manager