Gather for Federal & State Reporting
Required federal and state reporting, simplified.
Gather collects your portfolio companies’ data, extracts the metrics your programs require, and links every number to its source. You approve it before it goes anywhere. Built to support teams working with SBIC, SSBCI, SBA, and other programs.
The problem
The deadline is fixed. Your data collection isn’t.
It’s scattered
Portfolio numbers live in emails, PDFs, and spreadsheets across your team.
Collection is manual
Someone chases every company for the same figures, every quarter.
Nothing’s traceable
Retyped numbers lose their source, making verification harder.
The stakes are real
Required reporting needs complete, verifiable information.
How Gather helps
Ready before the deadline.
Source-linked
Every metric traces back to its document for review.
Deadline-ready
A current record to draw on during each reporting window.
Audit prep
Source documents organized for year-end audits and program reviews.
Gather Desk
Four steps.
Three of them are ours.
Forward
Send what arrives to your Gather address. Founder updates, capital calls, statements, K-1s. No format required.
We collect
We follow up on what’s missing. You’re copied on the outreach.
We extract
Figures pulled, structured, and linked back to their source documents.
You approve
Review your prepared report, approve it, and choose who receives it.
We handle
- Following up on outstanding updates
- Extracting and structuring the data
- Linking every figure to its source
- Normalizing inconsistent formats
- Preparing your reporting
- Maintaining the record over time
You handle
- Forwarding what lands in your inbox
- Approving the final report
- Deciding who receives it
Your choice
You don’t have to run the product to get the benefit.
Use the platform yourself, or have us run it. Same record either way.
Northstar Q2 update
Annual recurring revenue$1.24M Source
“We ended the quarter at $1.24M ARR, with 18 months of runway.”
A few good questions
Before we get started.
Do we still need the platform?
Use it as much or as little as you like. Everything we prepare lives in your Gather account and can be provided in your own file storage. The data is yours.
What if our data is a mess right now?
That’s a normal starting point. We help bring historical updates and documents into an organized record.
Does anything leave without our approval?
You review and approve every report and control the distribution list.
Can’t we just hire someone for this?
Absolutely. We’re also glad to work alongside your team to streamline the process.
When can we start?
Tell us about your next reporting cycle. Onboarding is simple, and your team doesn’t need to learn a new tool.
We already have a fund admin and auditor.
Gather feeds them clean, sourced data. It works alongside your team.
Bring it together
Your upcoming reporting period, handled.
Tell us how you work today. We’ll show you how Gather can help.
Let’s chat