About UNTAP by EXM
UNTAP by EXM is a cloud‑based investment management and portfolio intelligence platform designed primarily for private capital markets, including private equity, private credit, real estate and infrastructure funds.
UNTAP by EXM is a cloud‑based investment management and portfolio intelligence platform designed primarily for private capital markets, including private equity, private credit, real estate and infrastructure funds. Its core purpose is to help general partners and investment teams digitize and centralize portfolio monitoring, value creation planning, ESG tracking and investor reporting workflows in a single system. By combining financial KPI tracking with strategic execution monitoring and automated reporting, UNTAP aims to give investment professionals a comprehensive, data‑driven view of their portfolios and help them deliver sustainable growth and transparency to their limited partners. The platform reflects a wider digital transformation trend in private markets, where firms increasingly seek solutions that streamline complex data and operational processes to accelerate value creation and improve decision‑making.
Pros & Cons
- The platform does the heavy lifting of data collection, saving teams from the nightmare of manual spreadsheets.
- It turns messy board packs into clear summaries, making it much easier to spot what actually matters.
- The transition from compliance-heavy ESG to value-driven ESG helps justify sustainability efforts to investors.
- The customer support team is famously responsive, often acting more like partners than just a help desk.
- Having a "single source of truth" for the whole portfolio makes quarterly reporting significantly less stressful.
- New users might find the initial setup a bit steep without taking full advantage of their training sessions.
- If your team relies on very niche third-party software, you might need custom work for perfect integration.
- Smaller firms might find the comprehensive feature set more than they actually need for simple tracking.
- Performance can sometimes feel a bit sluggish when you are trying to crunch massive, complex data sets.
- While the built-in reports are sharp, they can sometimes lack the deep customization some power users crave.
Features
Key features
Extracts financial and operational information directly from Excel or ERP systems to eliminate manual entry.
Uses an "Analyst AI" to summarize board packs and board documents into actionable investment intelligence.
Centralizes growth targets and strategic initiatives into a single dashboard to track transformation progress.
Converts environmental, social, and governance metrics from a compliance burden into a measurable tool for value creation.
Generates accurate, high-fidelity monthly or quarterly reports in Word or PowerPoint formats with a single click.
Provides a dynamic overview of fund performance across different sectors, assets, and timeframes.
Additional features
Tracks the health and performance of investments in real-time across various asset classes like Buyout and Infrastructure.
Offers a dedicated framework for setting and monitoring ambitious growth targets within portfolio companies.
Supports the industry shift toward sustainability by tracking ESG metrics alongside traditional financial KPIs.
Organizes complex fund structures and provides high-level oversight of multiple investment vehicles.
Simplifies communication with stakeholders through automated, professional-grade reporting templates.
Leverages machine learning to identify data inconsistencies and provide advanced forecasting like IRR and TVPI.
Reduces errors by checking for inconsistencies at the point of data entry.
Provides managed services where the UNTAP team helps keep the platform updated for the client.
Allows users to filter and analyze data by sector, fund, or specific timeframe instantly.
Maintains a full history of changes to ensure data integrity and trust for all stakeholders.
Pricing
Countries & Languages
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About UNTAP by EXM
UNTAP by EXM is a cloud‑based investment management and portfolio intelligence platform designed primarily for private capital markets, including private equity, private credit, real estate and infrastructure funds.
UNTAP by EXM Details
UNTAP by EXM's In-App Market Place
Does UNTAP by EXM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), HKD (HK$), CNY (CN¥)
Pros & Cons
- The platform does the heavy lifting of data collection, saving teams from the nightmare of manual spreadsheets.
- It turns messy board packs into clear summaries, making it much easier to spot what actually matters.
- The transition from compliance-heavy ESG to value-driven ESG helps justify sustainability efforts to investors.
- The customer support team is famously responsive, often acting more like partners than just a help desk.
- Having a "single source of truth" for the whole portfolio makes quarterly reporting significantly less stressful.
- New users might find the initial setup a bit steep without taking full advantage of their training sessions.
- If your team relies on very niche third-party software, you might need custom work for perfect integration.
- Smaller firms might find the comprehensive feature set more than they actually need for simple tracking.
- Performance can sometimes feel a bit sluggish when you are trying to crunch massive, complex data sets.
- While the built-in reports are sharp, they can sometimes lack the deep customization some power users crave.
UNTAP by EXM's Support Options
Email Address
info@untap.peContact
+44 (0)1252 302 354UNTAP by EXM's Alternatives
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