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Customer Success

How Cairngorm Capital Leveraged Untap for Seamless Reporting and Strategic Insights

Background

Founded in 2014, 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 improve decision-making.

quote

 

The bigger value we needed from Investor Pointe (Untap) was something we could use across our whole portfolio to connect 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

Cairngorm Capital

The challenge.

Cairngorm Capital faced challenges in efficiently managing financial and operational data across their growing portfolio. Consolidating financial data from all portfolio companies into a single centralized platform had become increasingly difficult as the firm expanded.

At the same time, the team needed to produce quarterly investor reports that adhered to precise design and content standards, while streamlining data workflows and internal approvals to ensure every report was both accurate and timely.

How Investor Pointe Helped

Custom workflows Tailored workflows and data processes built 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.Faster deal execution.
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.
Smooth implementation  — Migration of Cairngorm's historical data and meticulous report design in line with their standards.

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