Building a Smarter Compliance Calendar with Taghash's Portfolio Platform

Compliance management is often seen as a daunting task for enterprises. With numerous filing deadlines, documentation requirements, and regulatory checklists to track, it can be overwhelming. Yet, efficient compliance tracking is critical—not just for meeting regulatory obligations but for ensuring operational transparency and avoiding costly penalties.

At Taghash, we've developed a streamlined solution that transforms how enterprises handle compliance: a powerful, customizable Compliance Calendar built on the Taghash Portfolio Platform. But the possibilities don't stop there. Here's how you can create an efficient compliance calendar and why our platform is built for much more.

Why Compliance Management Needs a Smarter Approach

Traditional compliance tracking methods often rely on spreadsheets, email reminders, or siloed tools. This fragmented approach leads to:

• Missed Deadlines: Inconsistent reminders across departments.
• Data Silos: Limited visibility into real-time compliance status.
• Manual Errors: Lack of automation leading to human errors in tracking.

Taghash offers a unified, scalable solution to manage compliance effortlessly while providing complete visibility and automation.

Why VCs Should Track Compliance for Portfolio Companies

For venture capital firms, tracking compliance within their portfolio companies is crucial. Ensuring that startups meet regulatory requirements safeguards both the portfolio's reputation and the firm's investments. Missed filings can result in lawsuits, regulatory fines, and reputational damage, all of which can impact valuation and long-term growth.

Several high-profile cases have shown the consequences of non-compliance:

• Theranos Scandal: Misleading compliance and regulatory filings resulted in lawsuits and the company's collapse.
• Uber's Greyball Incident: Non-disclosure of critical compliance practices led to regulatory scrutiny and penalties.

Build a Dynamic Compliance Calendar with Taghash

Imagine you're managing recurring compliance requirements like GST Filing for a large enterprise. Here's how you can build a compliance calendar using the Taghash Portfolio Platform:

1. Pre-built Checklist Management: Our platform already offers a dynamic checklist feature that lets you define and track compliance steps, such as:

• Expected Filing Date
• Actual Filing Date
• Done/Not Done Status
• Attachment Link (for supporting documents)

2. Grouping of Compliance Fields: With field grouping, you can bundle multiple data points under a single compliance event. For example:

• GST Filing - Expected Date
• GST Filing - Actual Date
• GST Filing - Done/Not Done
• GST Filing - Attachment Link

This allows teams to create a comprehensive monthly view where compliance activities can be tracked and updated seamlessly.

3. Visualizing Compliance Progress: The platform's advanced data visualization tools enable you to create real-time dashboards showcasing:

• Compliance completion rates
• Pending filings
• Delayed tasks

This not only helps internal teams stay informed but also allows leadership to gain clarity on organizational compliance health at a glance.

4. Automating Compliance Reminders and Alerts: Set automated reminders for each compliance task, ensuring that stakeholders are notified in advance of approaching deadlines. Notifications can be delivered through email, in-app alerts, or external channels like Slack.

More Than Just Compliance Management

While a compliance calendar is a powerful use case, Taghash's Portfolio Platform is built for far more:

• Operational Efficiency: Automate repetitive tasks and reduce manual interventions.
• Data-Driven Decision Making: Gain insights through customizable dashboards and reporting tools.
• End-to-End Visibility: Track operational health, from project timelines to resource allocations.

This flexibility makes Taghash not just a compliance tool but a complete digital transformation solution for enterprises seeking smarter operations.

Ready to Simplify Your Compliance Management?

At Taghash, we're committed to empowering businesses with smarter tools for compliance and beyond. Whether you're managing tax filings, regulatory audits, or operational milestones, our platform offers a scalable, no-code solution tailored to your needs.

About Taghash

Taghash provides an end-to-end platform for venture funds, private equity, fund of funds, and other alternative investment funds. Over the last seven years, we have served as the tech arm for top VCs, helping them manage operations across deal flow, portfolio, fund, and LP management. Trusted by leading fund managers like Blume Ventures, Kalaari Capital, and A91 Partners, we enable our clients to achieve greater success.

Book a demo today to learn more.