THE FIRST INTEGRATED PORTFOLIO MONITORING & MANAGEMENT PLATFORM FOR PRIVATE EQUITY

YOUR PORTFOLIO MONITORING, VALUE CREATION AND POST-DEAL DATA STRATEGY ALL IN ONE PLACE

The Power Behind Your Portfolio

EXM The Power Behind Your Portfolio 1

 

 

Helps drive strong alignment iconLink your portfolio monitoring to value creation

Streamlined data iconStreamline your data collection 

HYDRA-icon-JAN2021-Insight-white-1Real-time data insight

HYDRA-icon-JAN2021-Insight-white-3Automate your quarterly reporting

ESG icon greenMonitor and control your ESG goals

 

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A CONNECTED PLATFORM

To support and help you overcome common challenges in portfolio monitoring and value creation

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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

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Modular approach

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

Improves alignment icon

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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ESG

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.

Productive Board meetings

Productive Board Meetings

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

The power of portfolio monitoring, value creation and business insight in one flexible platform

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Fund Performance, IRR & Multiples calculations

Automate 90% of quarterly reporting.  UNTAP's built-in process automation gives you direct access to the accounting system of your portfolio companies.  Information flows from a single input through to the GP level to feed into your stakeholders and investor reports.

 

Integrated Value Creation Planning and Control

Integrated Value Creation Planning & Control

Standalone or complementing your existing portfolio solutions,  UNTAP offers integrated value creation planning at both a fund and company level enabling you to contextualise financial performance against value creation plans. 

 

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Data Integrity & Business Insights

UNTAP's business intelligence platform provides unique insight into the valuation of your businesses, from IRR to automated Covenant warnings, with the addition of a unified risk register and more than 200 pre-configured ESG KPIs.

 

 

CREATED FOR PRIVATE EQUITY,
WITH PRIVATE EQUITY

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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