Cohen & Company Private Equity Reporting
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Seamlessly connect your disparate portfolio company data sources to fund valuations, analyst models, investor statements, board presentations, and investor prospectuses.
With an increasingly fast-paced and cost-conscious investment market, private equity firms must leverage technology to stay competitive. Using Cohen & Company—a certified implementation partner—to implement the Workiva platform, your firm can:
- Improve visibility into portfolio company or fund performance
- Standardize and automate the financial reporting process
- Save time by streamlining disparate data sources
- Reduce risk across the financial reporting work stream
- Automate the creation of investor and fund level reports
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