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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
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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

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Online production workflow and approvals process

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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

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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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From the Blog

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The importance of Storytelling in Private Equity
The importance of Storytelling in Private Equity
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Understanding the power of storytelling is more important in Private Equity than people may think. Storytelling has alwa...

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The importance of high quality reporting to investors for PE funds
The importance of high quality reporting to investors for PE funds
20 March, 2023

  Producing high-quality investors reporting is extremely critical for the long-term success of Private Equity funds. Ac...

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