Elevate Your Fund Reporting Experience
Our tailor-made implementation of Microsoft Power BI for Private Equity fund managers guarantees a smooth, secure, and data-driven process for both internal and external reporting.
Streamlined Data Collection
Customizable templates collect all needed data from your portfolio companies and external sources, including financials, commentary or FX rates.
Professional Data Visualization
Downloadable reports and interactive dashboards present selected data to your team, investors or public.
Automated Data Transformation
Column-based formulas transform the collected data into the desired reporting metric, including currency translations, ratios or YTD results.
Personalized Training and Handover
One-on-one trainings and support ensure that your team seamlessly owns and drives the reporting infrastructure going forward.
Smooth Set-Up.
Profound Results.
As a Private Equity fund manager, reporting to investors can be stressful and time-consuming. Conventional reporting solutions only do part of the job, portfolio companies track custom KPIs and investors demand different reporting metrics. As a result, valuable team time is lost each quarter to maintain a myriad of out-of-sync excel files.
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We specialize in transitioning your existing data and excels to a centralized Microsoft Power BI environment to make internal and external fund reporting smooth, secure and free of headaches.
We Take Pride in Our Numbers
40%
Less Time Spent on Reporting
€60K
Annual Staff Cost Savings
100%
Reports Delivered On Time
25%
Less Errors in Investor Reports
9
Years of Industry Experience
