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Tuesday, September 23, 2014 
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Financial Automation Case Study: How a Private Equity Firm Saved $500,000 Annually on Reporting

A Woodmark Technologies Case Study

www.woodmarktech.com

Abstract
A top tier private equity firm needed to automate quarterly reporting of financial and tax information mailed out to 2,000 limited partners, in order to increase efficiency, cut costs, reduce headaches, and to go paperless in accordance with the green initiatives of certain limited partners.

With a report automation solution from Woodmark, all documents are now emailed and uploaded to their limited partner web portal. This saves $500,000 per year by cutting FedEx costs and by freeing up the staff to handle a twofold increase in funds under management without increasing headcount.

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