GUIDE

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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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

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.

Download PDF

The Reporting Automation Playbook for Private Equity Funds

Get our guide now

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?

Get our guide now

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