We have extensive experience in managing the implementation of enterprise and point package solutions across the Alternative Investments lifecycle. Our team includes specialists in CRM and Investor Management, Deal Flow and Fundraising, Investment Operations (partnership accounting), and Business Intelligence and Data Visualization. We have supported clients through the entire process of solution selection, sourcing and the implementation of the selected solution. We leverage our industry knowledge and business, technical and project delivery capabilities to help our clients successfully implement new solutions. Our teams ensure each implementation follows our rigorous implementation methodology.
We believe that with a combination of our rapid implementation platform and our alternative investment industry experience, we will define the scope and design of the overall system. We have illustrated the entire methodology for reference purposes but we treat each implementation differently based on the scope and circumstances. As a successful implementation partner, Lionpoint Group has a structured process that will ensure that your software platform takes advantage of industry best practices. Lionpoint Group’s implementation methodology is broken down into five main process points, namely: Scope, Design, Configure, Go Live, and Optimize.
Based on the many successful projects Lionpoint Group’s team has undertaken, we have developed a set of templates and toolsets to assist project teams in executing future engagements. These include functional requirements for front, middle and back office, Level 2 process maps for GPs and LPs based on different investment structures, financial and operating data aggregation templates for all core asset classes (PE, RE, Infrastructure, Fund of Funds), and a suite of reporting templates for both fund/portfolio level as well as transparent investment or asset level reports. For real estate in particular, these represent industry best practices across core (office, retail, industrial, hospitality, multi family) and specialized (resort, student housing, healthcare) asset classes.