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

Bite Stream and Untap Finalists in Six Categories at Drawdown Awards 2026
Bite Stream and Untap Finalists in Six Categories at Drawdown Awards 2026
31 March, 2026

Bite Stream and Untap have been named finalists across six categories at The Drawdown Awards 2026, recognising our growi...

Read this article

Press Release
Press Release
11 March, 2026

Bite Investments Acquires Untap to Expand its Fund Intelligence, Portfolio Management, and Investor Reporting Capabiliti...

Read this article

Common Inefficiencies in Valuation Preparation and Data Validation
Common Inefficiencies in Valuation Preparation and Data Validation
18 February, 2026

Valuation preparation remains one of the most resource intensive processes in private capital. Even in experienced funds...

Read this article