Articles

Our whitepaper explores essential facets of AI strategy development for investment companies, addressing prevalent misconceptions and key implementation challenges. Through an illustrative scenario involving a private equity firm, we provide insights into overcoming these hurdles effectively.

Last year we published 6 predictions for the PE industry in 2023, available here. On the one hand, we predicted fundraising difficulties, and a general pullback from Leveraged Buyouts. On the other, we foresaw a sustained interest in LP-led & GP-led secondaries, particularly continuation funds, and scope for larger, diversified GPs to home in on their yield-generating businesses, such as Credit & Real Assets. Now we revisit these predictions in retrospect and cast our eyes forwards for 2024.

In the dynamic landscape of private markets, where rapid innovation and evolving market trends redefine success, fund managers find themselves facing the critical challenge of efficiently managing and leveraging data and knowledge across their firms and portfolios. Fund managers are on a quest to not just accumulate information but to harness actionable insights - i.e. leverage their experience.

In today's dynamic private investment landscape, the decision to build, buy, or outsource reporting and visualization tools isn't just a technical choice; it's a strategic pivot that defines an investment firm's agility, growth, and competitive edge. Delve into the distinctive advantages and complexities of each path, revealing fresh approaches to enhancing returns while managing costs.

In today's dynamic private investment landscape, the decision to build, buy, or outsource reporting and visualization tools isn't just a technical choice; it's a strategic pivot that defines an investment firm's agility, growth, and competitive edge. Delve into the distinctive advantages and complexities of each path, revealing fresh approaches to enhancing returns while managing costs.

The SEC introduced new rules to increase transparency and fairness in the private funds market. This regulatory shift emphasizes the importance of transparency, and in response, Limited Partners can improve their portfolio monitoring through data strategy, technology adoption, and operational excellence.

In the realm of private credit, data plays a vital role in shaping investment decisions and risk assessment. This article highlights 5 key data management elements, examines challenges within each, and discusses their significant influence on the success of private market firms.

In the ever-evolving landscape of modern business, data management stands as a critical pillar for organizational success. To remain competitive and agile, companies must recognize the imperative of continuous improvement in their data management practices.

Introducing the world of NAV Loans: Collateralized by a private equity fund's net asset value (NAV), these loans offer liquidity and growth opportunities, with the market expected to reach $600 billion by 2030. While advantageous in various scenarios, it's essential to consider potential risks and leverage advanced technology like Anaplan for accurate monitoring and risk assessment.

Implementing a data strategy is crucial for organizations to thrive in today's business landscape. It offers numerous benefits, including improved decision-making, operational efficiency, and the ability to leverage data as a strategic asset.

Co-sourcing emerges as a viable solution for private equity firms seeking the benefits of outsourcing fund administration while maintaining real-time data access and control over their core systems. The model allows leveraging fund administrators' expertise and resources, while retaining scalability and integrated technology infrastructure.

Performing a data strategy assessment is crucial for private market firms aiming to develop a comprehensive data strategy. By identifying gaps, prioritizing investments, and developing a data roadmap, firms can achieve their data management goals effectively.

With private markets firms leveraging banks as a source of working capital, they are particularly vulnerable to the impact of banking failures. In this article, we discuss some proactive steps that can be taken for firms to get ahead of the curve and safeguard themselves from institutional risk.

Leveraging data as a vital, differentiating asset is crucial for organizations to uncover opportunities and optimize operational efficiency. Within private markets, firms that have a clear data strategy are best positioned to capitalize on their data and wield information as a source of competitive advantage.

Scaling resources on-the-fly is a key benefit of a cloud data warehouse. By elastically adjusting to the needs of your organization, users only pay for the computing power and storage used.

If organizational data is to be viewed as an asset, how can Real Assets organizations realize and maximize the intrinsic value of their data assets?

Lionpoint's Private Markets Advisory Team shares six predictions for the private equity space for 2023 and how to best assist GPs.

Lionpoint's Private Markets Advisory Team shares six predictions for the private equity space for 2023 and how to best assist GPs.

Lionpoint's Private Markets Advisory Team shares six predictions for the private equity space for 2023 and how to best assist GPs.

What is the cost of digital stagnation? Here are four examples as compiled by Lionpoint Group and Nova

Technology implementation is a critical process and should be seen as an opportunity to enact real, positive change in the business.

Lionpoint has hosted a series of roundtable sessions discussing Portfolio Monitoring (“PM”) across the Private Equity industry. The objective across the three sessions was to share experiences, both pain points and positive, and to engage in constructive discussion on the topic of PM, its technology, and its use cases.

Whether managers are focused on building resiliency to weather market instability, attracting new sources of capital, or demonstrating a strong ESG record, data is at the center of the strategies that will be required to address these critical goals.

A consolidated, firm-wide view can be leveraged to commercialize data and aid in compliance, exposure, risk, performance analysis, and enhanced decision making.

Portfolio monitoring tools play a significant role in managing portfolio risk by improving performance and increasing transparency. Hence, careful consideration should be given while selecting the right tool to put in place.

When setting up data integrations in Anaplan, the process or import actions are often referred to by name. However, this practice isn't robust and can cause process failures if names are changed in the model.

Portfolio monitoring tools play a significant role in managing portfolio risk by improving performance and increasing transparency. Hence, careful consideration should be given while selecting the right tool to put in place.

Watch Lionpoint's Mitch Max speak with Blackstone and Anaplan in this panel on the rise of the agile finance organization

Watch this webinar co-hosted by Lionpoint and 73 Strings including panelists from Vista Equity, WestCap Group and Blackstone.

How resistant are private markets when it comes to inflation? Our experts examine how rates will effect decision-making and what could come next.

Lionpoint Executive Director Bill McMahon sits down with LevPro Co-Founder and COO John Porges to discuss data challenges and solutions in the leveraged loan market.

The perfect storm for private equity’s secondary markets to surge is taking shape.

Record levels of dry powder, liquidity pressures, new vehicles designed to focus on quality assets and a burst of data driven advances in technology are driving tremendous volume with no signs of slowing down.

Visual solutions chip away at the complexity of predictive data by acting as an interpretive tool, thus creating the perfect synergy

Leading private equity partners recently announced a new initiative to drive a standardized set of ESG (Environmental, Social and Governance) benchmarks to allow for focused reporting and increased comparability.

Jonathan Balkin spoke to Mariya Stefanova for the release of the PEAI Carry Directory, a definitive guide to ‘all things carry’.

Achieving operational efficiency has the potential to reduce costs, make clients happier and even improve investment returns.

Firms can be more efficient and better informed if they improve their data management. If they do not, they may get left behind and lose clients. We discuss the best way to make their data better.

IHS Markit's Educational Series covers important and timely topics for Private Markets with thought leaders throughout the industry. Lionpoint features in 3 episodes of this 7 part series.

Nick Moore and Giles Travers share insights into the common challenges facing clients, and how Lionpoint is helping them gain more reliable data and real-time forecasting.

Across four key areas, commercial real estate owners and investors are accelerating their digital roadmap and transforming operations to meet the challenge of covid-19, and a post-pandemic world.

Logistics real estate has come out on top during the pandemic, with changes to supply chain, delivery models, and increased investor demand. As asset managers navigate short-to-medium term business adjustments to sustain the pandemic, access to fast, reliable data is integral for value creation and deal-making.

As GPs emerge from the Covid-19 crisis and begin to take stock of how best to move forward, Lionpoint and Allvue discuss technology’s ability to automate and improve a firm’s accounting processes.

Lionpoint Director, Mike Tracy, and Co-founder & Executive Director, Jonathan Balkin, discuss the growing role and advantages of outsourcing for private equity firms in an interview with Private Equity Wire.

An effective data strategy can meaningfully streamline and de-risk a GP’s processes, as long as it’s not hindered by an unintegrated tech stack, according to Travis Broad, Manager, at Lionpoint.

With more people withdrawing their Australian Super funds due to covid-19 related financial hardship, it’s even more important that fund managers ensure investment portfolios are prepared for future scenarios.

Read about the adoption of technology solutions in the European real estate industry, as firms realize the power of data aggregation tools for reporting and querying.

Lionpoint Founder and Executive Director Jonathan M. Balkin, and Director Bill McMahon, spoke to Private Funds CFO about the dangers of working in silos, and how important it is for GPs to invest in cleaning up and consolidating data, for more accurate forecasting.

The expectations of investors and regulators in private markets continue to increase. Lionpoint works with private markets clients to enable Business Intelligence, real-time data and manager and investor requirements for greater transparency into underlying portfolio companies and investment holdings.

Henri Wajsblat, Anaplan’s Head of Financial Services Solutions, interviewed Anaplan Gold partner and Lionpoint Group Founder Nick Moore about the transformation of the real estate sector, its business and technology issues, and how the Anaplan platform and Lionpoint solutions can help.

The U.S. Census Bureau recently released its retail and food services report for February. It highlighted, among other trends, that online sales gained a slight edge over brick-and-mortar stores (11.813% versus 11.807%)—one of many major milestones that represent the scope and scale of online shopping growth.