Create outstanding documents in minutes

Whether it's a fund report, investor report or presentation, use document automation to build accurate documents, faster

Templafy ensures our professionals have access to the right content at the right time, so they can spend more time on true finance work. The ROI has been huge.

Petra Cisneros
Mergers & Acquisitions Associate
Today Today

Teams get caught up in a slow and painful proposal creation process

With Templafy With Templafy

Manual, repetitive tasks removed, freeing up headspace for value-driven work

Today Today

Fund and investor reports still contain critical errors, despite a lengthy review period

With Templafy With Templafy

Accurate and compliant information and data included in every single report

Today Today

Disconnected tools and asset libraries make it harder to do your job

With Templafy With Templafy

The content and data you need, when and where you need it

Create better documents 30% faster

*The Total Economic Impact™ of Templafy study conducted by Forrester Consulting

Security-first technology

Templafy is committed to upholding strong privacy and security standards with optimized controls and processes for continued compliance and a security-first mindset in everything we do.

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Seamlessly connect and work with data in Excel and fix common formatting, grammar and styling errors in seconds

Get a personalized overview of Templafy and see what ROI you can expect

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