A CFO’s value to a private equity firm lies in their ability, and capacity, to deliver analytical and performance insights related to deal making and fund performance. However, rigorous daily demands often leave them little time to do so. Leveraging the right technology alongside expert support enables CFOs to reprioritize their capacity and unlock a competitive advantage.
Cohen & Company’s private equity reporting solution combines the industry leading technology of the Workiva® platform with Cohen & Company’s expertise in private equity and finance transformation. The result is a connected reporting solution that delivers insights from portfolio company data, all the way to investor statements.
Using Cohen & Company’s solution, your firm can have more accurate and accessible data to:
Cohen & Company’s solution can be tailored to fit individual clients’ needs and desires in an integrated reporting platform focused on three key areas:
Our solution allows you to:
Integrate directly with data sources using prebuilt connectors that can feed your reporting platform, including select Workiva Core and Premium Connectors, such as:
Accelerate the deployment of your reporting platform using Cohen & Company’s prebuilt reporting templates: