The Most Powerful Portfolio Management
Made for Private Capital Markets
Portfolio Monitoring
Revolutionize how you collect all your assets’ data and produce your performance monitoring reports using the latest AI technology.
Value Creation & ESG
Take full control of your value creation and ESG plans and improve strategic alignment with your portfolio companies.
Fund Management
Power up your fund management with what-if-scenarios and cash-flow projection, automating fund performance calculations and reporting.
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.
TRUSTED BY
Untap is the most powerful, flexible, and comprehensive portfolio management solution for private capital markets.
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Empowering you to:
Increase confidence of achieving growth in Earned Value.
Boost your profile as a data-driven manager.
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.
Real Estate
Transforming investor reporting with seamless automation, tailored insights, and unparalleled efficiency. Deliver investor-ready reports with confidence and ease.
Infrastructure
Untap revolutionizes your infrastructure portfolio with automated reporting, strategic forecasting, and AI-powered insights, ensuring unmatched efficiency at every stage.
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.
OUR STRATEGIC PARTNERS
Your fund could experience...
Return on Investment
Time saved in report production
Reduction in response to LP requests
What our clients are saying
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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
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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
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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
From the Blog
Why Private Capital Market Firms Should Embrace Digital Transformation
4 June, 2025Many private capital firms are still relying on outdated tools to manage increasingly sophisticated portfolios. However,...
How to Use ESG Metrics to Drive Investment Decisions
21 May, 2025Environmental, Social, and Governance (ESG) metrics are playing a growing role in how private capital firms evaluate and...
Best Practices for Fund Performance Tracking
15 May, 2025In private capital markets, tracking fund performance is more than just a reporting task. It’s central to how investment...