Untap

by UntapMicrosoft 365Price not published

Track portfolios and financial results, manage ESG activities, and prepare investor reports in Power BI.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGNot published
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Untap — screenshot from the Microsoft Marketplace listing

What it does

Untap combines portfolio oversight, financial result tracking, investor reports, value creation, and ESG activities in Power BI. It is intended for middle-office work at private equity and venture capital funds.

Key capabilities

from the Microsoft Marketplace listing

Portfolio oversight

Monitors portfolio information.

Financial tracking

Records and tracks financial performance.

Investor reports

Supports the preparation of reports for investors.

Value creation

Includes value creation management.

ESG activities

Includes management of environmental, social, and governance activities.

Who it's for

Private equity and venture capital funds.

In the catalog

2,531 plugins in Power BI · Analytics

Price distribution: 125 free, 147 freemium, 1,350 paid, 909 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Power BI
Deployment
Cloud
Pricing
Price not published

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What the vendor says

«Our solution is the first platform in the market that brings together portfolio monitoring and financial performance tracking, investor reporting, value creation, and ESG management. The solution is designed to streamline the middle office operations and maximize financial returns and the environmental impact of PE …»

Official marketplace listing

Publisher
Untap
Updated on marketplace
Facts verified

Tags

portfoliomonitoringvaluecreationinvestorsreporting