Private Equity and Venture Capital Reporting with Wdesk

Situation


  • Collecting and consolidating disparate financial data from multiple portfolio companies.
  • Spending hours validating and formatting data instead of developing valuable business insights.
  • Manually combining spreadsheets and documents creates potential for errors and makes it easy to insert out-of-date data.
  • Different document versions from various teams creates a rush to consolidate last-minute changes.

Results


Accountability for each data point

  • Data is entered once and then linked to documents, spreadsheets, charts, and presentations. Information is always up to date.
  • Reuse data across narrative, charts, presentations, and spreadsheets, making it simple to present across multiple formats.

Controlled document access

  • Permissions can be set on a full document, a section of document, or a group of documents in a project, keeping sensitive information secure.
  • All data changes are tracked by user. The history shows who made changes and when, including an audit trail that is accessible at any point in the process.

Easy and efficient collaboration

  • Work together with your team in the cloud, and never search your desktop, email, or shared drive for a file again.
  • Different departments and offices can all view and comment on the same information, updated in real time.

Results


Accountability for each data point

  • Data is entered once and then linked to documents, spreadsheets, charts, and presentations. Information is always up to date.
  • Reuse data across narrative, charts, presentations, and spreadsheets, making it simple to present across multiple formats.

Controlled document access

  • Permissions can be set on a full document, a section of document, or a group of documents in a project, keeping sensitive information secure.
  • All data changes are tracked by user. The history shows who made changes and when, including an audit trail that is accessible at any point in the process.

Easy and efficient collaboration

  • Work together with your team in the cloud, and never search your desktop, email, or shared drive for a file again.
  • Different departments and offices can all view and comment on the same information, updated in real time.

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