Enhancing LP & GP Reporting with Automation and Customization

Automate and Csutomize LP & GP Reporting Masterclass | eton-solutions.com
Automate and Csutomize LP & GP Reporting Masterclass | eton-solutions.com

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
Download Case Study

More Case Studies

Enhancing LP & GP Reporting with Automation and Customization

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.

Simplifying GP Book of Record Management

A GP Book of Record shouldn’t live across spreadsheets and disconnected systems. In private equity, delays, inconsistencies, and manual reconciliation create risk, not insight. EtonAxis™ centralizes all investment, valuation, and fee data into a single, real-time source of truth, accelerating onboarding and strengthening compliance across all funds.

Accurate and Efficient Management Fee & Carry Calculations

Manual fee and carry calculations are slow, error-prone, and risky. Complex waterfalls, multiple fund layers, and spreadsheet-driven workflows create compliance challenges and delay reporting.

Experience Wealth Intelligence with Eton Solutions