We're changing the way financial and operations data is gathered and shared with the most important people in your network. Learn more about how Malartu saves time, increases performance visibility, and mitigates information risk for operators, advisors, and investors.
There's a lot of data swirling around your business network, but it's often in unfriendly formats or within databases. Malartu connects directly to key data sources like Quickbooks, Excel reports, PDFs, Salesforce, or other databases to create a single source of truth.
Create reports, consolidate databases for analysis, build custom dashboards and reports with ease, or pipe data to another tool. Anyone with a vested interest in the performance of a private company saves time with Malartu.
Empowering customers with data
Learn how Malartu helps accounting firms expand their client offering
The Malartu platform isn't just helpful to accountants, advisors, and investors. We help underlying companies and third-parties gain insight from their data as well. Business executives get value from tracking their progress toward goals, budgets, and forecasts every single day, across all areas of operation. From finance, to sales and marketing, to operations, teams use Malartu to grow.
Consolidated financial statements are often required by banks and investors and prove crucial in estimating tax expense. Unfortunately, the process of creating these statements is often long and tedious.
A popular question I get from accountants looking to make the transition is around pricing advisory services vs compliance work since it’s vastly different in nature. It’s unfamiliar territory: compliance work is typically more task-oriented and advisory tends to be a bit more subjective (although it shouldn’t be, but I’ll save that for another post). As you’ve heard time and again, the answer is value-based pricing. It’s about pricing for perceived value of your services rather than marking up the cost to deliver them.
Advisory services are the future of accounting. From the increasing number of services becoming automated every day, to the adoption of machine learning and automated intelligence that will continue to automate repetitive tasks in the future, you and your partners have to find a way to continue adding value to your clients to keep your business thriving.
Partnering with investment banks allows the GP to increase dealflow in competitive markets; however, this partnership comes at a lofty cost to the buy-side. Since intermediaries are moderating the limited supply of promising deals, their cut of the acquisition process can mean big costs for a fund. Good for intermediaries, bad for GPs.
Imagine this. You, the managing partner of an asset management firm, are sitting at your desk and get a request from an LP for information detailing the past 5 years of Q1 financial data for a specific company. Sure, this doesn’t happen often (or ever for some), but what if it did? Would you be prepared?
To get to the point of being truly data driven, your firm needs to know where you’ve been and where you currently stand in your path to data maturity. It’s important to follow this model because trust is built along this path - it is impossible to make important strategic decisions based on data without trust that your data and systems are reliable.
Gone are the days of satisfying an LP report with high-level financial reports on portfolio companies, if not paired with a report that identifies how that investment brought about ESG related benefit as well. If your firm isn’t feeling the pressure from LPs to implement ESG initiatives, it is likely coming soon (and for good reason).
ESG initiative implementations and ESG reporting are fast-growing trends in private equity. The demand for gathering real data on ESG initiatives in PE portfolio companies is growing stronger within the global limited partner base. Historically, this demand has been larger in Europe than in the US, but we’re starting to see real growth and adoption in the US markets.
60% of investors surveyed by EY shared that they think ESG risks should be expressed in further detail. To understand more about ESG reporting in the land of small-cap listed equities, we spoke with Valdur Jaht, the founding partner of an independent asset management firm, Avaron Asset Management.
Like any real estate operation, there is data flowing everywhere: from weekly leasing reports to FMV and return data. Origin Investments focuses on constantly improving their aggregation and reporting processes so that they can continue to differentiate the Origin investor experience from that of a traditional fund.