PE Module

Tailor-made, Turnkey Reporting for Private Equity Firms

Is your team caught in the “Excel conundrum”? Spreadsheet-based reporting is the default most fast-growing private equity firms start with but quickly outgrow.  Our cloud-native Workday Adaptive Planning module is designed with private equity-specific dashboards and analysis capabilities so that you can focus on driving portfolio management value.

The question

Is “good enough” is hijacking greatness?

As portfolios grow, outdated manual reporting tools and spreadsheets leave too much room for error, lead to a lack of visibility, and reduce the ability to derive meaningful insights.

The truth

PE fund managers have complex reporting obligations.

General Partner quarterly reporting packages demand performance data on funds, portfolio companies, and complex analysis for limited partners. Add to that the periodic updates ILPA recommends for quarterly reporting disclosures and ESG data.

Your enterprise counterparts didn’t get where they are with manual reporting. They spend less time on process and more time on value creation because technology is core to their modern reporting operations.

The fix

Our E78 Private Equity/LP Reporting Module.

This cloud-native Workday Adaptive Planning module provides private equity-specific dashboards and analysis capabilities to drive value for portfolio management just like your enterprise counterparts. 

The industries we support

Healthcare Services

Dental Service Organizations

Business & Industrial Services

Manufacturing & Distribution

Explore FP&A

You already think big. Now it's time to act.

Schedule your risk-free trial of the E78 PE/LP Reporting Module today. It’s time to make the shift from good to great.

“E78 allows us to focus more on serving the leaders of our companies while maintaining the highest integrity of reporting and compliance.”
Ryan Heckman
Managing Partner, Rallyday Partners