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Portfolio Monitoring

Revolutionize how you collect all your assets’ data and produce your performance monitoring reports using the latest AI technology.

 

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Value Creation & ESG

Take full control of your value creation and ESG plans and improve strategic alignment with your portfolio companies.

 

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Fund Management

Power up your fund management with what-if-scenarios and cash-flow projection, automating fund performance calculations and reporting.

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Investor Reporting

Produce your investor reporting in 70% less time, zero mistakes, and matching exactly your current design. Transform how you share information with your LPs.

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TRUSTED BY

Untap is the most powerful, flexible, and comprehensive portfolio management solution for private capital markets.

INVESTOR REPORTING (3)

Empowering you to:

 

2024 (1)Increase confidence of achieving growth in Earned Value.

2024-removebg-previewBoost your profile as a data-driven manager.

 

2024 (2)

Improve transparency with investors and portfolio assets.

FOR DIFFERENT ASSET TYPES

Buyout

From value creation to automated quarterly reports, what-if scenarios, and AI driven insights, Untap supports the whole lifecycle of your funds and companies.

 

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Real Estate

Transforming investor reporting with seamless automation, tailored insights, and unparalleled efficiency. Deliver investor-ready reports with confidence and ease.

 

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Infrastructure

Untap revolutionizes your infrastructure portfolio with automated reporting, strategic forecasting, and AI-powered insights, ensuring unmatched efficiency at every stage.

 

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Private Credit

From regular customer data collection to automated reporting, and predictive what-if scenarios, Untap supports every stage of your fund and portfolio lifecycle.

 

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OUR STRATEGIC PARTNERS

Your fund could experience...

3 x

Return on Investment

70 %

Time saved in report production

50 %

Reduction in response to LP requests

What our clients are saying

  • 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

  • We were looking for a solution to help increase our efficiency but also support our ESG and Value Creation strategies, giving us a forward-looking perspective. Untap stood out for the innovative quality of their platform and their strong commitment to a real partnership.

    Razzak Akbar Chief Financial Officer, Freshstream

  • We work with Untap for its unique ability to streamline the whole data process and automate our quarterly investor reporting. Untap gives us a complete view and control of our investments and has allowed Ashmore to transform digitally our portfolio operations.

    Juan Pablo Rozo Portfolio Director, Ashmore Group

  • 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

  • We were looking for a solution to help increase our efficiency but also support our ESG and Value Creation strategies, giving us a forward-looking perspective. Untap stood out for the innovative quality of their platform and their strong commitment to a real partnership.

    Razzak Akbar Chief Financial Officer, Freshstream

  • We work with Untap for its unique ability to streamline the whole data process and automate our quarterly investor reporting. Untap gives us a complete view and control of our investments and has allowed Ashmore to transform digitally our portfolio operations.

    Juan Pablo Rozo Portfolio Director, Ashmore Group

  • 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

  • We were looking for a solution to help increase our efficiency but also support our ESG and Value Creation strategies, giving us a forward-looking perspective. Untap stood out for the innovative quality of their platform and their strong commitment to a real partnership.

    Razzak Akbar Chief Financial Officer, Freshstream

  • We work with Untap for its unique ability to streamline the whole data process and automate our quarterly investor reporting. Untap gives us a complete view and control of our investments and has allowed Ashmore to transform digitally our portfolio operations.

    Juan Pablo Rozo Portfolio Director, Ashmore Group

Latest news & articles

From the Blog

The Future of Portfolio Monitoring: Why Data Integrity Will Define Winners
The Future of Portfolio Monitoring: Why Data Integrity Will Define Winners
29 October, 2025

In the evolving investment landscape, portfolio monitoring is shifting from a reporting requirement to a strategic advan...

Read this article

Driving Portfolio Growth Through Scalable Value Creation
Driving Portfolio Growth Through Scalable Value Creation
22 October, 2025

In private capital, value creation is the foundation of long-term success. Yet many firms still struggle to achieve cons...

Read this article

Building a Single Source of Truth with One Data
Building a Single Source of Truth with One Data
15 October, 2025

In private capital, data is both an asset and a challenge. The potential for real-time insight, predictive analytics, an...

Read this article

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