What does our playbook cover?
Embark’s Reporting Automation Playbook walks PE firms through the different methods of combining disparate portco data into relevant, timely fund reporting for management, discussing the unique benefits and drawbacks to each, and where automation shines.
REPORTING AUTOMATION PLAYBOOK FOR PE FUNDS
Better, faster insights and decision-making
Kickoff meeting preparation
Using purpose-built reporting solutions
How to integrate customized PE reporting tech stacks
Streamlining and standardizing data across portfolio companies
Centralizing data into highly accessible, secure, cost-effective storage
Integrating automation and visualization tools
Download the playbook
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REPORTING AUTOMATION PLAYBOOK FOR PE FUNDS
Better, faster insights and decision-making
Kickoff meeting preparation
Using purpose-built reporting solutions
How to integrate customized PE reporting tech stacks
Streamlining and standardizing data across portfolio companies
Centralizing data into highly accessible, secure, cost-effective storage
Integrating automation and visualization tools