AUTOMATING INVESTORS REPORTING
UNTAP One-Click Quarterly automates your investment reports production, saving time and producing top quality reports for your LPs

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

Data you can trust
No cut-and-paste, your data is embedded automatically into reports for 100% reliability

Full design control
Replicate precisely your existing PowerPoint or Word reporting templates or design new ones

Reduce time wasted
Faster report production reducing significantly the time your team spends in admin work

Text, graphics and data tables automated and editable online

Online production workflow and approvals process

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

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
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The importance of high quality reporting to investors for PE funds
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20 March, 2023Producing high-quality investors reporting is extremely critical for the long-term success of Private Equity funds. Ac...