Unlocking ROI Through Automation

In private capital markets, the race to deliver consistent returns is more competitive than ever. But while many firms focus on sourcing deals and managing exits, one of the most overlooked ROI opportunities lies within: operational automation.

From portfolio monitoring to investor reporting, automating routine workflows can generate significant returns by reducing time spent on manual tasks, improving data accuracy, and enabling faster, better decisions.

Why Automation Matters

Private equity and infrastructure funds manage increasingly complex portfolios. Yet many still rely on disconnected systems, Excel-heavy workflows, and manual reporting cycles. This creates bottlenecks in three critical areas:

• Data collection: Portfolio companies submit data in inconsistent formats or timelines, delaying analysis and decision-making.
• Reporting: Compiling quarterly updates for investors or internal use can take weeks, limiting responsiveness.
• Performance tracking: Without real-time insight, teams struggle to flag risks, measure value creation, or adapt strategies quickly.

Automation addresses these challenges by creating a unified, efficient operating model.

Where Automation Delivers ROI

1. Investor Reporting
   With automation, firms can produce investor-ready reports at the click of a button. Tools that support templated outputs, live dashboards, and version control dramatically cut down the time spent formatting and revising documents.

2. Data Integration
   Data lakes and connectors now allow firms to pull in financials, ESG metrics, capex updates, and operational KPIs from various systems (e.g. ERP, CRM, or portfolio portals) into one source of truth. This eliminates duplication and manual consolidation.

3. Scenario Modelling
   Automation also unlocks better foresight. Instead of building IRR or exit models from scratch each time, teams can use pre-built scenario engines to explore upside/downside cases, instantly enhancing capital planning and risk mitigation.

4. Stakeholder Orchestration
   By aligning internal teams, operating partners, and portfolio management through collaborative workflows, automation improves accountability and reduces project drift. Everyone stays on the same page without long email threads or Excel trackers.

Takeaway: ROI Isn’t Just About Exits

While exits and returns are key performance indicators, internal operations hold massive untapped ROI. By reducing inefficiencies in portfolio management, firms can reallocate resources to strategy and value creation.

With automation at its core, Untap has helped customers achieve up to 300% ROI in the first year by transforming how they manage data, monitor performance, and deliver investor reporting.

Interested in improving your ROI through smarter workflows? Let’s talk! Visit untap.pe to learn more.