Portfolio Monitoring
Untap leverages the power of AI to capture your financial, operational, and contextual information, transforming it automatically into actionable insights and sharp reports.

Real-Time Data
Powerful data collection technology to extract information from Excel or directly from portfolio companies’ ERP systems.
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AI at your service
Our analyst AI extracts data and summarizes information from your board packs, investor reports, or any other document.

Information you can trust
Flexible approval process for key data requiring additional supervision and full auditability of changes.

All your data in one place
Flexible data model combining Untap structured data with any external source to become the keystone of your data strategy.

More data Insights
Powerful analytics engine with AI offering you the richest data insights, including forecasting, IRR, TVPI and multiples.

Reduce wasted time
Untap reduces wasted time in solving data inconsistencies and clarifications thanks to powerful validation-at-source.

Fast LP Response
With Untap real-time dashboard you can quickly analyse data by sector, fund, asset, timeframe, etc., with the click of a button.

Reports to be Proud of
Native MS Office one-click integration to produce sharp, accurate, reliable, monthly/quarterly reports to stakeholders.

Untap flexible Excel plug-in to upload data quickly and easily.

Automated monthly portfolio company report.

Track both portfolio and fund level metrics.
Robust data integrity process to ensure 100% information reliability

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.
"The bigger value that we needed to get out of Untap was something that we could use across our whole portfolio to link up all of the various stakeholders. You can see the information flow from the portfolio companies back office all the way to LP reporting"
Warren Gee, Chief Portfolio Officer, Cairngorm Capital
"Untap is a solution that is relatively quick to implement and the Untap team has given us great support both during and after implementation in our portfolio"
Portfolio Manager
From the Blog
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