As the private markets industry continues to grow and mature, investor and regulator expectations have increased, particularly demands relating to Business Intelligence (BI) and reporting. At the top of the list: greater transparency in reporting, ‘real-time’ data, customizable reporting dashboards and enhanced report templates.

To meet these expectations, and to enable the smooth and regular reporting of data, Asset managers need to select the right technology and ensure it’s integrated seamlessly across platforms.

Common BI and reporting challenges we address

We’ve partnered with many leading multi-asset private market firms to transform their technology systems and to address complex operational challenges.

Some of the common challenges we’ve worked with clients to resolve include:

  • Speeding up and automating the reporting process to spend more time on analysis and decision-making.
  • Reducing reporting errors.
  • Achieving ‘real-time’ data and automatically reflecting this in relevant reports.
  • Preparing ‘Investor ready’ reports in terms of visual layout, and collating multiple data sources.

Lionpoint’s approach

We take a holistic view of your current systems and processes, inclusive of your reporting and Business Intelligence needs.

We partner with a number of leading technology providers across the front-to-back office, including: eFront, FIS Investran, Anaplan, Yardi, DealCloud, Chronograph, Workiva, Solovis, Power BI, Tableau and Microsoft SQL Server.

Our experience of the technology landscape and deep industry experience enables us to recommend the best solution to integrate into your existing technology, to ensure accurate and consistent data.

 

1. Reporting Strategyreporting and business intelligence

Together, we’ll review your reporting and analytics requirements, prepare a data strategy and design and develop a solution framework and approach. This takes into account all your asset classes, source systems and various reporting layer requirements, to meet your stakeholders’ needs.

2. Reporting and Integration Development

We’ll develop reporting solutions and integrations aligned with your existing systems and Excel, to enable self-service reporting and information transparency.

3. Managed Services

Experts familiar with your organization will support any new and ongoing requirements and enhancements needed through an agile approach, that can span across your core platforms.

4. Training Services

Where relevant, we’ll provide documentation, tailored training materials and facilitate workshops to ensure your business is self-sufficient in meeting your ongoing reporting needs. Depending on the platform selected, training may be provided by the system vendor.

 

Contact us to discuss how your firm could better meet the demands relating to BI and reporting, and what the next steps are to achieve ‘real-time’ data and greater reporting transparency.

 

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