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

Private Credit’s Rise: What It Means for Fund Technology
Private Credit’s Rise: What It Means for Fund Technology
3 December, 2025

Private credit has moved from the margins of private markets into a central position within global capital allocation. T...

Read this article

The Rise of AI in Private Equity Reporting
The Rise of AI in Private Equity Reporting
26 November, 2025

Private equity reporting is undergoing one of the most significant transformations in its history. LPs expect greater tr...

Read this article

Moving Beyond ESG Compliance: Toward Measurable Impact
Moving Beyond ESG Compliance: Toward Measurable Impact
12 November, 2025

Over the past decade, Environmental, Social and Governance (ESG) reporting has evolved from a voluntary practice into a ...

Read this article