Book a Demo

Next generation Private Equity Portfolio Monitoring & Reports

Faster, better Quarterly Investors Reports

 

Are you looking to streamline your Quarterly Investors Reports, following the SEC guidelines?

UNTAP offers you a full solution transforming your Quarterly Report process:

  • Flexible data acquisition from multiple sources
  • Online authoring for comments and outlooks
  • Approval process workflow to ensure 100% quality
  • Complete customization, following your existing templates
  • Automated, high quality Quarterly Reports, also shareable online with investors 
"Streamlining our data collection, analyzing our financial performance and creating our quarterly LP reports with Untap support our ability to focus on the value creation opportunities across our portfolio and gave us a ROI of 3x just from time saved"

CFO, Freshstream

Learn More
Download Brochure
TRUSTED BY
Untap Data Model 4

Flexible Data Collection From Any Source

UNTAP has a flexible data collection, connecting easily to any source, bringing all your data into one single repository.

FairMkt Table

Optimised Investor Reporting

Streamline and automate the production your quarterly LP reports, achieving total quality and reducing errors to zero.

Fund report

Customized Look & Feel

Complete customization, following your existing templates and best practices. Ensuring your communication to LPs is always perfect.