Part and parcel

Full reporting capability with LemonEdge

The suite of on-board LemonEdge reporting tools ensures any data in the system can be accessed, processed, then formatted to produce professional reports for investors, advisors, regulatory authorities or internal management company purposes.

Decorative lines based on the LemonEdge logo

Comprehensive reporting tools built-in

To offer comprehensive reporting, private markets firms often need to resort to “bolting-on” third party reporting products, which need integrating, managing and have their own associated costs. Whereas LemonEdge, has all the capabilities you need, built-into the core product, so there’s no need to look elsewhere.

Extract data with queries

Any data in LemonEdge can be extracted using data queries, and they’re built using a user-friendly drag’n’drop tool, available to any user with the suitable permissions.

Co-working Business Team Consulting meeting Planning Strategy and brainstorming new business project
Use your data

Transform and manipulate data

Once extracted, your data queries can be used to manipulate the results to meet your specific requirements. How complex your manipulations are is down to you, and we offer training to help you get the most from your data.

Design bespoke pdf reports in LemonEdge

No third-party software is needed to create bespoke, professional-looking PDF reports, which are fully brandable down to the colours, fonts, logos and styles used. Giving you the capability internally, without costly 3rd parties, to make customised, investor-facing reports.

Decorative lines based on the LemonEdge logo

A choice of file types

You’ll have your preferred filetype for reports that you export, and in LemonEdge, you can choose which you’d like to use. We currently support PDFs, Word and Excel, but if there’s another format you need, let us know, and we’ll see what we can do.

Track changes to reports

As with everything in the LemonEdge system all report design, build and generation activities are recorded in the comprehensive LemonEdge audit logs. So, if something changes, you can quickly see what happened, who did it and when.

Graphic of a report in LemonEdge style

Delivering your reports

We give you the flexibility to deliver your reports in whatever way works for you and your clients. Email your reports, push them into your LemonEdge Portal (or a third party), or even deliver them via API to your client’s system - the choice is yours.

Graphic showing how LemonEdge enables calculations and consolidations in account

We integrate with
your solutions

We integrate with your solutions. In addition to the benefits of using the comprehensive on-board LemonEdge reporting tools, if you have any pre-existing third-party solutions, we will work with you to make LemonEdge a seamless part of your wider technology eco-system.

LemonEdge API Graphic

See the future of fund accounting

Just some of what we’re excited to show you:

White bullet point based on LemonEdge logo
Collate data from any source with intuitive tools.
White bullet point based on LemonEdge logo
Eliminate multiple-entry bookkeeping.
White bullet point based on LemonEdge logo
Create fund structures in minutes.
White bullet point based on LemonEdge logo
Instant scenario analysis across your portfolio.
White bullet point based on LemonEdge logo
Search and report on any data point.
White bullet point based on LemonEdge logo
Interrogate real-time General Ledgers.
White bullet point based on LemonEdge logo
Integrate custom calculations and waterfalls.

Tell us about you and your firm, and we’ll come straight back to you to schedule a personalised demo.

Thank you! Your submission has been received!
Something went wrong while submitting the form, please try again.
Decorative lines based on the LemonEdge logo

A proven alternative to legacy systems

man standing in office

"LemonEdge has proven market-leading capabilities that will enable the continuing evolution of our operations to become agile, efficient and able to add further value to our investors.”

Guillaume de Malliard, COO and Partner at Astorg Group

Decorative lines based on the LemonEdge logo

LemonEdge featured in The Commonwealth at 75 as a standout organisation shaping the Commonwealth

November 13, 2024
Eren Koc