Private Equity Reporting Accelerated

Learn how to increase transparency and reduce the time private equity firms spend on financial reporting processes.

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.
Profitability Chart PortCo A Value Creation Chart

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.

How Cohen & Company can make a difference

Specialized expertise

  • 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

Big 4-level expertise and hands-on partner involvement

  • 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

The Workiva Difference

  • 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

Reach out to a member of your service team or one of the contacts on this page to discuss your firm’s needs. Visit the Workiva Marketplace to find helpful templates for your firm.