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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

Quarterly Investors Reports in 4 simple steps

Investors Report Workflow

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

Business Strategy & Financial Engineering for Maximum Value Creation
Business Strategy & Financial Engineering for Maximum Value Creation
12 January, 2023

Strategic and financial engineering are closely intertwined when it comes to creating value in private equity transactio...

The increasing importance of ESG in Private Equity
The increasing importance of ESG in Private Equity
6 January, 2023

Environmental, social and governance (ESG) considerations are becoming increasingly important for private equity investo...

Untap product review by PE Stack
Untap product review by PE Stack
31 October, 2022

PE Stack, the well-respected PE technology consultant, has just released an exciting product review of Untap. We really ...