The Need for Efficient, Accurate Reporting
Manual report creation slows your firm down and introduces risk. EtonAxis™ replaces spreadsheets and fragmented workflows with automated, customizable reports generated directly from real-time fund data, ensuring accuracy, consistency, and secure delivery to LPs and internal stakeholders.
What’s Inside the Case Study
See how a $20B+ private equity firm transformed its reporting cycle using EtonAxis™ to:
- Automate data aggregation across valuations, commitments, distributions, and fees
- Customize templates for LP tiers, GP stakeholders, and regulatory needs
- Generate branded reports automatically, on schedule, or on demand
- Distribute reports securely through portals with full audit trails
- Reduce reporting time from weeks to days
- Improve report accuracy by 95%, reducing compliance risks
With automation and customization combined, the firm elevated transparency, strengthened LP trust, and freed teams to focus on strategic analysis.
Why a Unified BoR Matters
EtonAxis™ gives GPs:
- Accurate, consolidated data, updated continuously
- Structured, automated workflows for onboarding and fund setup
- Audit-ready transparency for regulators and LPs
- Operational efficiency that frees teams from manual work
- Better decisions, faster through real-time visibility
Transform your Book of Record into a strate