Portfolio Monitoring

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

 

Learn how

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, 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
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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.

OUR STRATEGIC PARTNERS
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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

The Strategic Importance of Quarterly LP Reporting
The Strategic Importance of Quarterly LP Reporting
26 November, 2024

We’re thrilled to announce the release of our newest white paper -"The Strategic Importance of Quarterly LP Reporting" !...

Webinar: The Strategic challenges in investor reporting for PE
Webinar: The Strategic challenges in investor reporting for PE
4 September, 2024

Join Intapp and UNTAP for our virtual webinar, “The strategic challenges in investor reporting for private equity.” We’l...

Untap announces new partnership with BDEV Ventures
Untap announces new partnership with BDEV Ventures
14 June, 2024

The Untap Team is delighted to announce a new partnership with BDEV Ventures, an international investor supporting innov...

Let's Untap your potential together!

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