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LP Reporting Automation: The Complete Guide for Private Equity Firms

LP reporting has become the silent bottleneck in private equity operations. While firms have digitized deal sourcing and fund administration, quarterly LP reporting remains stubbornly manual for most firms.

LP reporting automation isn’t about eliminating the human element from investor communications. Rather, it’s about removing manual, repetitive tasks from the reporting process so your team can focus on analysis, customization, and relationship building.

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AI-Powered Portfolio Monitoring for Private Equity: Complete Guide (2025)

82% of PE firms now use AI for portfolio monitoring. Learn how to reduce reporting time by 40% and gain real-time visibility.

If you’re still wrestling with spreadsheets for portfolio monitoring, manually chasing down performance data, or scrambling to pull together LP reports at quarter-end, you’re not just behind the curve. You’re operating with a fundamental disadvantage against firms that have real-time visibility into every portfolio company.

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AI in Private Equity: Progress, Pitfalls, and What Comes Next

Artificial intelligence has moved rapidly from hype to reality in private equity. AI is the engine. But without high-quality data as fuel, it can’t deliver value.

A recent article in Private Equity International highlighted just how quickly this shift is happening. The majority of GPs now rank AI as a top strategic priority, citing benefits such as efficiency gains, better data and reporting, improved decision-making, and stronger risk management. LPs are also beginning to explore practical use cases in areas like portfolio monitoring, deal sourcing, and performance analysis.

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Ultimate Buyer’s Guide for Portfolio Management Systems in Private Equity

Download Buyer’s Guide Executive Summary Traditional systems and processes that rely on Excel and PowerPoint are no longer sufficient. Firms need tools that not only provide a historical view but also offer real-time insights and predictive analytics to drive future performance. Key Features to Look For: Data Ingestion & Integration: Support for various data types,

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Finalists at the 2024 Drawdown Awards for the Second Year Running

Planr Named Finalist at the 2024 Drawdown Awards for the Second Year Running We are excited to share that we have been named a finalist in the prestigious Drawdown Awards 2024. Our nomination falls within the Technology category, specifically for Portfolio Monitoring & Risk Management, highlighting our commitment to innovation and excellence in the private

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Breaking Through The Data Barrier

The private equity industry has recognized the potential of data analytics for value creation, yet the research findings reveal a widespread ineffective utilization of these tools.

To gather the insights presented in this research, we conducted interviews with industry experts and surveyed 150 individuals working in private capital firms across the UK & USA.

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