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

3 Tips for Streamlining Your Processes in Private Capital Markets
3 Tips for Streamlining Your Processes in Private Capital Markets
19 March, 2025

Efficiency is a critical factor in private capital markets, where investment firms, fund managers, and institutional inv...

Strategies for Effective Financial Reporting and Planning.
Strategies for Effective Financial Reporting and Planning.
12 March, 2025

As the end of the quarter approaches, private equity firms face the critical task of preparing comprehensive financial r...

How AI is Transforming The Private Equity Industry
How AI is Transforming The Private Equity Industry
5 March, 2025

We’re thrilled to announce the release of our newest white paper: "How AI is Transforming the Private Equity Industry" !...

Let's Untap your potential together!

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