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Reporting Automation Playbook for Private Equity Funds

As a PE portfolio expands, reporting on combined portco data becomes both more difficult and critical for decision-makers, stakeholders, and investors. Here's what's inside:

  • 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

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Better, faster insights and decision-making

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.

 

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