Private Debt & Liquid Credit

Clients

Lionpoint delivers expert guidance, customized technology, and unrivaled operations capabilities to private debt and liquid credit firms across a range of strategies, including direct lending, mezzanine, special situations, and distressed debt funds.

Asset & Portfolio Management – Monitoring/Valuations

We provide precise monitoring and valuations to optimize your asset and portfolio performance.

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Business Process Management

Our services streamline and enhance your business processes for greater efficiency and effectiveness.

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Client and regulatory reporting

We provide comprehensive reporting services to meet client and regulatory requirements with accuracy.

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Credit Operations

We support robust credit operations, ensuring seamless management of credit-related activities.

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CRM/ Deal Flow

Our CRM and deal flow solutions enhance client relationships and streamline deal management.

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Enterprise Data Management

We ensure comprehensive and accurate enterprise data management to support informed decision-making.

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Enterprise Performance Management

Our enterprise performance management services drive improved organizational performance and strategic alignment.

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Investment & Fund Accounting

We deliver precise investment and fund accounting services, ensuring accuracy and compliance.

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Management Company Accounting & Operations

We optimize management company operations, enhancing efficiency and operational effectiveness.

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Property Management, Accounting & Operations

Our solutions improve property management, accounting, and operations for better asset performance.

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Strategic Advisory

Our strategic advisory services guide your business towards sustainable growth and success.

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Treasury Management

We enhance treasury management with effective cash flow optimization and risk mitigation strategies.

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Technology for Private Debt & Liquid Credit Funds

Across a growing number of solutions available to the private markets industry, we have strong partnerships with the leading technology platforms and private debt solutions.

Our team of consultants can advise your firm on its overall technology approach and guide you through the selection and implementation of best-in-class technology solutions.

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Treasury Services

Our global consultants have extensive experience working with hedge and credit funds to adapt their operating models to deal with illiquid investment strategies and launch hybrid funds, including PE-like closed-end funds holding hedge-like liquid portfolios. Areas of expertise include working with multiple product types, such as collateralized loan obligations (CLOs), managed accounts, and other debt and derivative investments.

The complexities of accrual options, leverage strategies, financial reporting and covenant triggers have made transparent reporting and forecasting near impossible given the myriad of outcomes that can present themselves. We're helping firms gain efficiencies in their data processing and target operating models to adapt to the challenge.

Bill McMahonDirectorLionpoint Group

Our Guide

Lionpoint and Anaplan's Modeling and Forecasting Guide for Credit Funds

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Case Studies

Our latest in private debt & liquid credit case studies.

Transformational Impact and an Enhanced Client Experience

Jun 22, 2021

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