New partnership provides native access to Untap portfolio monitoring, value creation, and ESG control within DealCloud
Intapp, a leading provider of cloud-based software for the global professional and financial services industry, announced a new partnership with Untap enabling investors to visualize reports and analysis of portfolio performance directly within DealCloud.
Through this partnership, Intapp clients using Untap’s portfolio management solution can now directly access their portfolio performance data within DealCloud. Untap’s integration with DealCloud addresses core needs for middle-office investor operations, including:
- Streamlined financial data acquisition from portfolio companies. Powerful data collection technology extracts information from spreadsheets or directly from portfolio companies’ ERP systems.
- Proactive value creation and ESG planning. Highly configurable playbooks and KPI libraries, with built-in ESG planning considerations, let users create and track progress against value creation plans.
- Advanced analytics and automated LP reporting. Working as part of the suite or stand-alone, Untap consolidates data from different sources to automate the production of quarterly investor reports and offers a powerful AI assistant that streamlines responses to ad hoc investor requests.
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“Today’s investor needs integrated technology solutions that allows them to move seamlessly from deal execution to portfolio management,” said Ben Harrison, President of Financial Services at Intapp. “That’s why we’re excited to partner with Untap to help investors analyze portfolio performance directly in their day-to-day deal management platform.”
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“Our collaboration with DealCloud offers investors a combination of best-of-breed solutions that work seamlessly together to deliver value,” said Juan Manrique, Founder and CEO of Untap. “Integrating DealCloud’s unparalleled front-office capabilities with Untap’s innovative middle-office functionality offers midmarket investors a perfect solution for their entire digital strategy.”
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