With an increasingly fast-paced and cost-conscious investment market, private equity firms must leverage technology to stay competitive. Using Cohen & Company (a certified implementation partner) to implement Workiva®, your firm can:
Improve visibility into portfolio company or fund performance,
Standardize and automate the financial reporting process,
Save time by streamlining disparate data sources,
Reduce risk across the financial reporting workstream, and
Automate the creation of investor and fund level reports.
With our experience as a leader in the private equity industry, proprietary templates and innovative solution discovery and design, we can help you centralize data from any source into one location. From there you can link source data to reports, presentations and other documents.
With years of industry expertise, the team at Cohen & Company can provide consulting and implementation assistance with the Workiva platform that will provide a fund with new efficiencies and innovative processes — to stay ahead of your competitors.
Experienced team in assessing and implementing Workiva's Wdesk connected reporting platform
Wdesk Certified Implementation Partner
Skilled in “future state” process re-engineering to help create a vision and a plan to get there
Years of project management and administration, and training and change management experience
National-level knowledge and expertise
Personal attention and flexibility generally experienced only with boutique firms
Internal culture that creates tight-knit teams resulting in a cohesive client approach
100% cloud-based
Support for over 355 SEC filing types
90% iXBRL facts filed to SEC from Wdesk
75% market share for Fortune 500®
96% revenue retention
95% customer satisfaction
In addition to contacting our team, visit the Workiva Marketplace to find helpful templates for your firm.