Cohen & Company Private Equity Reporting

Enable better financial reporting for private equity firms by using Workiva to centralize data, increase transparency, and drive efficiencies.
Service Type
Consulting
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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
Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Board Reporting
Capital Markets
CFO Deck
Covenant Reporting
Financial Statements
Flash & KPI Reporting
Income Statement & Balance Sheet Preparation
Insurance Prospectus
Investment Prospectus
Investment Reporting
Living Will
Management Reporting (CFO)
Product Line & Business Unit Reporting
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
SEDAR Reporting
Shareholder Reports
Statement of Cashflows Preparation
Stress Testing
Tax Reporting
Pricing
Additional fees apply
Support and Documentation