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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To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Flash & KPI Reporting
Income Statement & Balance Sheet Preparation
Product Line & Business Unit Reporting
SEC/Annual & Interim Financial Reporting Solution
Statement of Cashflows Preparation
Additional fees apply