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Investment Management Software
UNTAP by EXM reviews and summary
UNTAP by EXM is a unified software solution built for the private capital markets, encompassing private equity, venture capital, and private debt. It consolidates three critical functions into a single platform: portfolio monitoring (tracking the financial and operational performance of investments), value creation planning (managing initiatives to enhance portfolio company value), and ESG (Environmental, Social, and Governance) tracking. This integration allows investment teams to align their monitoring efforts with strategic value-creation plans while simultaneously meeting the growing demand for responsible investment reporting. UNTAP is designed for investment professionals at private capital firms—including GPs at private equity, growth equity,...
Best for
UNTAP is designed for investment professionals at private capital firms—including GPs at private equity, growth equity, and venture capital funds—who require an integrated tool to manage the post-investment phase, drive value in portfolio companies, and report on ESG metrics to stakeholders.
Category
Investment Management Software
Vendor
EXM Insight
Key takeaways
Our verdict
UNTAP is a forward-looking solution that successfully integrates performance monitoring with active value creation and ESG management, making it a highly relevant tool for modern private capital firms focused on strategic portfolio management.
Quick facts
UNTAP by EXM at a glance
Vendor
EXM Insight
Category
Investment Management Software
Ratings
UNTAP by EXM ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
UNTAP by EXM pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
- Published pricing is not available in this profile data.
Buyer fit
Who uses UNTAP by EXM?
UNTAP is designed for investment professionals at private capital firms—including GPs at private equity, growth equity, and venture capital funds—who require an integrated tool to manage the post-investment phase, drive value in portfolio companies, and report on ESG metrics to stakeholders.
Feature research
UNTAP by EXM features
These are common features buyers compare in Investment Management Software. Product-specific availability should be confirmed with the vendor.
Accounting Integration
Native financial tracking or seamless connection with external accounting software.
Industry Benchmarking
Evaluate internal business metrics against industry standards and competitors.
Bonds & Stocks Tracking
Acquire and monitor both bonds and stocks within an investment portfolio.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Stakeholder Portal
A secure online gateway for clients to view project details and data.
Futures Trading
Monitor and exchange contracts for future transactions of tangible goods at a predetermined price.
Regulatory Compliance Tracking
Monitor and report on regulatory data for both internal leadership and external regulatory bodies.
Data Migration Tools
Seamlessly transfer data and reports between the system and external file formats.
Investment Advisor Tools
Designed for use by financial advisors and professional money managers.
Investor & Trader Suite
Tailored features for retail investors and high-frequency day traders.
Asset Fund Administration
Administers the allocation and performance of assets held within various dedicated funds.
Predictive Modeling
Mapping out various outcomes through performance modeling, yield forecasting, and scenario analysis.
Compare
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FAQ
UNTAP by EXM FAQs
UNTAP by EXM is a unified software solution built for the private capital markets, encompassing private equity, venture capital, and private debt. It consolidates three critical functions into a single platform: portfolio monitoring (tracking the financial and operational performance of investments), value creation planning (managing initiatives to enhance portfolio company value), and ESG (Environmental, Social, and Governance) tracking. This integration allows investment teams to align their monitoring efforts with strategic value-creation plans while simultaneously meeting the growing demand for responsible investment reporting.
UNTAP is designed for investment professionals at private capital firms—including GPs at private equity, growth equity, and venture capital funds—who require an integrated tool to manage the post-investment phase, drive value in portfolio companies, and report on ESG metrics to stakeholders.
UNTAP by EXM is listed in Investment Management Software.
UNTAP by EXM is listed with EXM Insight as the vendor.
Buyers often compare UNTAP by EXM with other Investment Management Software tools such as Foundersuite, StockMarketEye, AppFolio Investment Management, Social Security Timing. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for UNTAP by EXM.
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