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The 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.

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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

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.

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