Case Study: Private Real Estate Investment Firm achieves streamlined, lower-risk annual reporting with Workiva

Asset Management Firm Optimizes Annual Reporting with Workiva

A global private real estate investment and asset management firm that oversees billions and roughly 80 standalone funds faced a cumbersome annual and quarterly reporting process. With 15–20 people contributing to each report and a mix of calendar and fiscal year-ends, PC-based spreadsheets and word-processing files led to multiple floating versions, missed updates, inconsistent numbers across statements, and tight auditor deadlines.

The firm deployed Workiva’s cloud reporting solution to centralize data and streamline collaboration — using blacklines, section-level reviewer controls, simultaneous editing, Excel sync, and linked data that updates across all instances. The result: fewer errors and version conflicts, transparent reviewer comments and resolutions, consistent real-time figures across reports, reduced effort and hours, and more time for management discussion and analysis.