Case Study: Re:Cap Global Investors achieves automated NAV planning and granular portfolio reporting with CCH Tagetik

Re:Cap Global Investors - Customer Case Study

re:cap global investors is a Switzerland‑based renewable energy investment advisor managing 80+ wind and solar farms across multiple countries with a specialist team. As the portfolio grew, re:cap relied on fragile Excel workbooks to aggregate SPV-level debt, equity and performance data, creating risks and limiting the ability to centrally plan Net Asset Value (NAV), control data and scale reporting.

re:cap implemented CCH® Tagetik with the Analytic Information Hub (in partnership with ifb), retaining Excel as the user interface while centralizing data, automating ETL uploads and enabling NAV planning, scenario analysis and portfolio-level reporting. The solution went live in early 2020 and delivered trusted, granular figures, faster deviation detection, more time for in-depth analysis and a uniform reporting structure—allowing quicker reactions to issues and ongoing portfolio optimization, with plans to extend to consolidation.

Re:Cap Global Investors

Anja Spannaus

Managing Director