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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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AI at your service

Qualitative data and commentary extracted from your board pack, drafted by AI for your review and revision.

 

How it works?

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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 exact challenges in portfolio monitoring.

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From the Blog

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How Data Silos Impact Decision Making, Risk, and Returns
How Data Silos Impact Decision Making, Risk, and Returns
11 February, 2026

Data is one of the most valuable assets in private capital. Yet in many funds, data is also one of the biggest constrain...

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