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Customer Success

How Cairngorm Capital Leveraged Untap for Seamless Reporting and Strategic Insights

Background

Cairngorm Capital is a specialist private equity firm dedicated to partnering with mid-market UK companies to achieve substantial growth. With a collaborative and thematic investment approach, Cairngorm works closely with ambitious management teams to build industry-leading companies. Their portfolio companies include over 7,250 employees and a combined revenue exceeding £1.2 billion.

As part of their commitment to operational excellence, Cairngorm sought a portfolio management solution to centralize financial data, streamline investor reporting, and enhance decision-making processes.

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United Kingdom

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Founded in 2014
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Private Equity / Middle Market

Where they started

Cairngorm Capital faced challenges in efficiently managing financial and operational data across their growing portfolio. Their key pain points included:

  • Consolidating financial data for all portfolio companies into a centralized platform.
  • Producing quarterly investor reports that adhere to precise design and content standards.
  • Streamlining data workflows and managing internal approvals to ensure accuracy and timeliness.

With Investor Pointe

Cairngorm Capital chose Investor Pointe as their portfolio management provider due to Investor Pointe's flexibility and ability to meet Cairngorm’s specific requirements. The solution included:

  • Custom Workflows: Tailored workflows and data processes to meet Cairngorm’s unique operational needs.

  • Comprehensive Reporting: Replication of Cairngorm’s exact quarterly report templates, ensuring seamless integration with existing processes.

  • Innovative Functionality: Introduction of cutting-edge features such as what-if scenario simulation and IRR/carry projections.

  • Streamlined Automation: Automated data collection, commentary integration, and internal approvals for high-quality, timely investor reporting.

  • AI-Driven Insights: An AI engine that generated draft performance commentary from board packs, allowing investment directors to refine and incorporate insights effortlessly.

Our team also ensured a smooth implementation, migrating Cairngorm’s historical data and meticulously designing all reports in line with Cairngorm’s standards.

quote

 

The bigger value that we needed to get out of Investor Pointe was something that we could use across our whole portfolio to link up all the various stakeholders. You can see the information flow from the portfolio companies back office all the way to LP reporting.

— Warren Gee, Chief Portfolio Officer at Cairngorm Capital

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