FAQ

Yes. Untap supports Excel imports through a user-friendly plug-in, allowing bulk data uploads. You can also export data and reports to Excel for easy offline analysis and sharing.

Yes. Untap offers integrations with platforms like DealCloud, Power BI, and various ERPs to streamline data flows and eliminate duplication.

Yes. Untap provides a secure API to automate data connections between your systems and the platform. 

Absolutely. Untap lets you fully replicate your current Word and PowerPoint templates with automatic data population and editable content. 

Yes. You can create multi-year projections and "what-if" scenarios to estimate future IRR, MOIC, and carry. Untap’s forecasting tools help assess outcomes across a range of assumptions. 

Yes. Untap uses AI to suggest commentary based on performance data, automate insights from board packs, and speed up reporting. It also enhances forecasting accuracy by learning from historical data trends. 

Absolutely. Untap includes role-based access controls, so each stakeholder only sees data relevant to them. 

This is very much dependent on the requirements and scale of the implementation. Untap provides a dedicated onboarding team to guide setup, template migration, and data integration. 

Yes. You’ll receive hands-on training and a responsive customer support team. 

Although we do not provide a free trial, you can request a Demo+, which is essentially a personalized demo using your own data so you can see Untap in action and explore how it fits your workflow.