UNTAP minimises time waste by eliminating friction in data collection, organisation, usage, and reporting


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To support and help you overcome common challenges in portfolio monitoring. From robust data process to automated production of reports for internal use and for LPs

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Streamlined data collection

Interface directly with companies’ accounting systems and back office to ensure financial data is accurate and timely

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Enhanced Data Insight

Powerful BI engine offering you the richest possible ‘real-time’ data insights. Present accurate, reliable, concise quarterly reports to stakeholders and shareholders

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Optimised Reporting

Information flow from a single input allowing you to easily produce the reports needed for your monthly review sessions as well as quarterly reporting to LPs, including IRR calculation, TVPI, multiples at asset and fund level

Modular approach

Modular approach

Choose either the full solution or the modules that best complement your existing portfolio monitoring software.

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Improves alignment

Improves alignment - Executive team, Board, Investment and Finance teams. All the stakeholders aligned with the same objectives and priorities.

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Over 200 standard ESG KPIs available to control your ESG strategy and improvement actions and initiatives across your portfolio

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Strategic Agility

Robust value creation tracking acts as an early warning system allowing you to manage risks and issues efficiently enabling you to change direction quickly to keep momentum in value creation.

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Productive Board Meetings

More effective control and communication of all actions generated from key meetings across your Portfolio

The power of portfolio monitoring with full data integrity and business insight

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


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Automated monthly portfolio company report 


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Track both portfolio and fund level metrics



Robust data integrity process to ensure 100% information reliability

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We work with our customers to provide a tailored, flexible solution that meets their exacting challenges in portfolio monitoring.

"The bigger value that we needed to get out of EXM 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

"EXM is a solution that is relatively quick to implement and the EXM team has given us great support both during and after implementation in our portfolio"

Portfolio Manager

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