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.

 

Optimised Reporting-1

Full design control

Replicate precisely your existing PowerPoint or Word reporting templates or design new ones.
 
Images (1)

AI at your service

Qualitative data and commentary extracted from your board pack, drafted by AI for your review and revision.

 

How it works?

FMV table1

Text, graphics and data tables automated and editable online.

Report Approval1

Online production workflow and approvals process.

QReport example1

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

Untap-one-click-graphic_Lrg

CREATED FOR PRIVATE EQUITY, WITH PRIVATE EQUITY

We work with our customers to provide a tailored, flexible solution that meets their exact challenges in portfolio monitoring.

TRUSTED BY
cairngorm_sdr
ambienta_sdr
blue_wolf_logo-removebg-preview
YellowWood_logo-1
CIGlogo_desktop-1
stirling
qhp_logo-removebg-preview
alpaca-removebg-preview
ashmore-removebg-preview
Monterro_Logo
ACP logo
causeway-removebg-preview (1)
freshstream_share-image-removebg-preview
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...