Reporting

The Reporting module sets the gold standard for Private Equity reporting. With a library of over 100 best practices reports and dynamic formatting tools, you gain instant clarity into your internal operations and the ability to generate professional-looking quarterly reports. With our time-saving Web-based Reporting product, you can provide LPs with 24/7 access to fund correspondence. You can also enhance your fund raising capabilities by posting PPMs and other fund due diligence to secure web folders for each prospective LP.

At the Core

• Comprehensive Report Library. Generates 100+ reports in seconds, literally. You can get instant clarity into all operational areas and aspects of your fund performance and portfolio holdings.
• Streamlined Quarterly Reporting. Threads comprehensive, industry-standard quarterly reports (e.g., EVCA) into a single PDF. With a few keystrokes, distributes quarterlies via email or posts to our secure Web-based Reporting product.
• Microsoft Office & External Format Support. Passes data into MS Word or Excel spreadsheets. You can also save reports to Excel for further analysis or PDFs for distribution.

Taking You to the Next Level

• Two Built-in Report Writers. Empowers you to create your own report templates.
  • “Drag & Drop.” Pulls data points into the columns of a report.
  • “Page Layout.” Allows you to determine where fields and variables appear on a report.
• Web-based Reporting. Provides LP representatives with 24/7 access to ongoing fund correspondence (e.g., closing documents, call and distribution letters, quarterly reports, tax forms, etc.). During fund raising campaigns, you can publish PPMs and other fund diligence documents to secure web folders for each prospective LP.