Book a Demo
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
Latest news & articles

From the Blog

Why Quarterly Reporting Still Takes Weeks in Most Funds
Why Quarterly Reporting Still Takes Weeks in Most Funds
4 February, 2026

Quarterly reporting is one of the most established rhythms in private capital. It is also one of the most painful. Despi...

Read this article

Why funds wait too long to modernise portfolio operations
Why funds wait too long to modernise portfolio operations
28 January, 2026

Most private capital funds know their portfolio operations could work better. They see the pressure building every quart...

Read this article

Why valuation accuracy is now a competitive advantage
Why valuation accuracy is now a competitive advantage
21 January, 2026

Valuation has always been central to private capital. What has changed is the role it plays in day to day decision makin...

Read this article