Cut Monthly Portfolio Reporting Time by 80%

Manual Excel Reporting

Teams still rely on fragmented spreadsheets, slowing reporting cycles and increasing the risk of errors.

Poor Portfolio Visibility

Data remains siloed across assets, leaving investors without a clear, real-time view of portfolio performance.

Challenges We See

Reactive Decision Making

Data remains siloed across assets, leaving investors without a clear, real-time view of portfolio performance.

The Kapzia Data Intelligence System unifies portfolio, finance, and operations data into one cohesive platform, delivering real-time insights that drive smarter investment decisions. It seamlessly integrates data from multiple sources, monitors loans with automated alerts, and consolidates portfolio-level KPIs to provide a clear view of performance across every asset. With built-in LP reporting automation, firms can eliminate manual data gathering and generate board-ready reports in minutes — not days.

How Kapzia Helps

Before

After

• Fragmented Excel reports from each subsidiary
  
  

• 5–7 hours spent per month-end report
  
  

• No visibility into loan maturity timelines
  
  

• Delayed performance insights

Portfolio Snapshot

Investment Performance

Debt & Risk Exposure

90% faster reporting

Full portfolio visibility

Live in 30 days

” Before Kapzia, we spent hours every week creating reports. Now it’s real-time—and our LPs love it.”

- Herman Torress, GL&L Holdings

See What Your Firm Could Achieve

Our Client Results

Data Analytics

How Kapzia helped us transform how we view our portfolio?

What once took days of reporting now happens in real time—giving us the confidence to act faster and smarter.

Data Analytics

How Kapzia's private equity data intelligence system redefined reporting?

Kapzia designed a private equity data intelligence system that integrated property, finance, and loan data into one interactive platform.