Helps drive strong alignment icon

Workflow Control

Produce and revise online all your quarterly reports to eliminate mistakes
Data Control

Data you can trust

No cut-and-paste, your data is embedded automatically into reports for 100% reliability
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Full design control

Replicate precisely your existing PowerPoint or Word reporting templates or design new ones
Strategic agility icon

Reduce time wasted

Faster report production reducing significantly the time your team spends in admin work
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Text, graphics and data tables automated and editable online

Report Approval1

Online production workflow and approvals process

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Automated report production with total design flexibility

One-Click Quarterly is the innovative Untap workflow transforming your data into automated dashboards and  producing your quarterly report in one single click

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CREATED FOR PRIVATE EQUITY,WITH PRIVATE EQUITY

WE WORK WITH OUR CUSTOMERS TO PROVIDE A TAILORED, FLEXIBLE SOLUTION THAT MEETS THEIR EXACTING CHALLENGES IN INVESTORS REPORT CREATION

Latest news & articles

From the Blog

The importance of Storytelling in Private Equity
The importance of Storytelling in Private Equity
14 April, 2023

Understanding the power of storytelling is more important in Private Equity than people may think. Storytelling has alwa...

The importance of high quality reporting to investors for PE funds
The importance of high quality reporting to investors for PE funds
20 March, 2023

  Producing high-quality investors reporting is extremely critical for the long-term success of Private Equity funds. Ac...