AI Strategy for Builders: Debunking the supermodel architecture myth to provide practical solutions for investment companies

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.

Our Predictions for the PE Industry – 2023 in Retrospect & 2024 Outlook

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.

Download the Webinar: Data-informed insight for the Build to Rent sector

As markets and consumer expectations have evolved, so have the challenges for banks in tracking and managing the risk associated with these products.

Navigating the Future: Enhancing Knowledge Management in Private Markets

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.

How Chronograph and Lionpoint Help Private Market Investors Leverage Data as a Competitive Edge

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.

Architects of Advantage: Mastering Investment Strategy through Building, Buying or Outsourcing

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.

Elevating LP Portfolio Oversight Amid Updated SEC Transparency Regulations

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.

5 Key Elements of Data Management in Private Credit

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.

Intercompany Chargeback Model

Lionpoint optimizes intercompany chargeback models, boosting cost transparency and space allocation for a global manufacturer's industrial real estate lab construction

Unleashing the Power of Data: Maintaining a Robust Data Strategy

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.

Allvue Implementation for Private Equity Manager

$4o+B AUM private equity manager engaged Lionpoint to implement Allvue for Fund and GP accounting and LP reporting​

Navigating NAV Loans

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.

Charts of Account Mapping

Charting a new course for account mapping for a global investment firm, Lionpoint embarks on an ambitious journey to automate a tedious, manual process.

Unleashing the Power of Data: Putting the Plan into Action

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.

Resourcing in private markets: Choosing the right service model

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.

Unleashing the Power of Data: Building a Foundation

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.

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Liquidity Management: Insights from March’s financial turmoil and 3 Key Lessons for Private Markets firms

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.

Unleashing the Power of Data: The Competitive Edge for Private Markets

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.

How Technology like Snowflake and Simcorp Dimension Can Optimize Data Warehouse Storage

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.

Download the Guide: Solve the Modelling, Budgeting and Forecasting Challenges for Banking

As markets and consumer expectations have evolved, so have the challenges for banks in tracking and managing the risk associated with these products.

Download the Guide: Planning for the Unexpected, Monte Carlo Simulation delivered by Lionpoint and Anaplan

The Monte Carlo Simulation was successfully developed and implemented by Lionpoint together with a large APAC Private Equity company, using Anaplan as the platform of choice.

Real Assets Technology Strategy Part III: Actionable Insights, Turning Data into Wisdom

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?

Download the Guide: Solving the Reporting Challenge for Fund Reporting and Beyond

Implementing Anaplan into credit funds is helping automate processes, and drive dynamic real-time updates to calculations.

A Liquidity Conundrum from Silicon Valley Bank: How to turn Treasurers into Champions

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

Why the Need for ESG Data is now a Part of a Winning Strategy in Private Equity

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

enterprise wide transformation

Six Predictions for Private Equity in 2023

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

The Cost of Tech Stagnation and How to Avoid It

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

Real Assets Technology Strategy Part II: Implementing for Change

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

Download the Guide: The Future of Project Management

Regardless of the technological solution, a poorly managed project can make or break the value a solution brings to a firm.

Read the Report: Portfolio Monitoring Roundtable Findings

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.

Leveraging Data & Technology to Drive Real Results in Real Assets: Part I

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.

Download the Guide: The Trending Prognosis for Treasury Management in Private Equity

Discover how the right digital subscription platform can help your funds go to market faster, raise capital more rapidly, and close deals with unmatched efficiency.

Bridging the Data Divide: A Focus on Total Portfolio View

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

Real Estate technology and operations

The Path to Successfully Implementing a Portfolio Monitoring System in Private Equity

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.

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Anaplan Best Practices: Process and Import IDs

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.

Our Clients - Lionpoint

How to Choose the Best Portfolio Monitoring System for Your Business

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: How Blackstone Utilizes Anaplan

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

WATCH: Emerging Trends and the Role of Tech in Valuation & Reporting Webinar

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

IHS Markit consultants

How Will Inflation Impact Private Markets?

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

Download the Guide: Onboarding Investors in a Volatile Market

Discover how the right digital subscription platform can help your funds go to market faster, raise capital more rapidly, and close deals with unmatched efficiency.

Download the Guide: Data in Flight – Key Steps to Successful Migration

Having a clear data migration plan is as important as the migration itself and taking key steps to prepare can make all the difference in the operation.

Download the Guide: How Advanced Analytics Will Drive Private Equity Forward

The need to access data in real-time to measure portfolio performance as well as industry benchmarks is not only growing but has become crucial.

Leveraged Loans – How to Dig Yourself Out of the Data Abyss

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.

A Second(ary) Wind: Why the Secondary Market is Surging in Private Equity

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.

How data visualization can be used to better communicate predictive analytics

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

How New ESG Benchmarks Could Impact the Private Equity Sector

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.

APAC Innovate 2021: Planning & Business Resilience Summit

Lionpoint Co-Founder and Executive Director, Nick Moore, will moderate a session at this year's Innovate 2021 Summit on September 14, 2021.

Interview with Jonathan Balkin for Private Equity Accounting Insights

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

Why GPs Should Consider a Target Operating Model

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

open role management

An Efficient Approach to Open Role Management

An investment bank operated a manual recruitment process involving hundreds of managers without end-user reporting or auditing capabilities.

enterprise wide transformation

Implementing Systems for an Enterprise-Wide Data Transformation

An investment management firm needed to transform its global business and chose Lionpoint as its preferred and trusted partner.

agile capital planning

Efficient and Agile Capital Planning to Achieve Run-Rate Spend Reduction

A global insurance firm needed to streamline and automate its capital planning processes in order to reduce its overall run-rate spend by 5%.

management reporting platform

A Management Reporting Platform for Continuous Improvement

A global infrastructure equity firm was looking for a better solution to its data challenges, so they contacted Lionpoint.

CRM system

Implementing a Fit-for-Purpose Private Equity CRM System to Fuel Growth

As part of a broader technology transformation, Lionpoint was engaged to lead a CRM system selection and implementation.

data management

How Private Markets GPs Can Improve Their Data Management

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.

no-code technology

Digital Onboarding: Achieving Efficiencies and Improving the Investor Experience

When: July 20th, 2021
Webinar

Join Unqork and Lionpoint for an upcoming Tech Talk on how no-code technology is helping asset managers digitize the investor onboarding experience.

FP&A

Download the Guide: Anaplan for FP&A Teams

Lionpoint and Anaplan are enabling FP&A teams with the ability to run multiple scenarios based on dynamic assumptions, and keep pace within a rapidly changing business environment.

operating model

Transformational Impact and an Enhanced Client Experience

Lionpoint was chosen to deliver a long-term, scalable operating model redesign for a multi-asset alternatives manager.

IHS consultants

IHS Markit Educational Series featuring Lionpoint

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.

investment and fund operations

Download the Guide: Developing Infrastructure for the Future

Lionpoint is helping infrastructure investors implement the processes and technology across the front, middle and back office to solve operational pain points and accelerate their growth.

real time forecasting

Fast Paced Changes Require Real-Time Forecasting

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.

credit funds

Download the Guide: Anaplan for Credit Funds

Implementing Anaplan into credit funds is helping automate processes, and drive dynamic real-time updates to calculations.

Corporate Real Estate Lionpoint

Download the Guide: Planning and Forecasting for Corporate Real Estate

Lionpoint partners with Anaplan to help corporate real estate automate their processes, integrate data and drive dynamic real-time updates to their planning and forecasting.

Essential Real Estate in 2021 and Beyond

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.

Lionpoint services for logistics

Connected Planning for Logistics and Industrial Investments

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.

Portfolio Planning for Real Estate Investment Managers and REITs

In this on-demand webinar, we look at how Anaplan can solve challenges specific to real estate, across Asset Budgeting & Forecasting, Fund Modeling and REIT Modeling.

Allvue consulting

In Conversation with Allvue: The Future of Fund Accounting

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.

Data Requirements Drive Middle Office Outsourcing for Private Equity

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.

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In Conversation with Allvue: How to Build a Data Strategy

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.

Infrastructure Investments

Download the Guide: Transforming Infrastructure Funds and Investments

Lionpoint partners with Anaplan to enable infrastructure funds and investments to automate processes, integrate data and drive dynamic real-time updates to their calculations, modeling and forecasting.

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Real Estate Webinar: Streamlining Data Flows for Planning, Forecasting and Investment Management

In this webinar, hosted by Anaplan, we look at what tools the leading REITs and Investment Managers are using to streamline data flows from asset level to portfolio, sector, ownership entity and ultimately to the client.

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Download the Guide: The Power of Anaplan for Real Estate

Lionpoint partners with Anaplan to enable real estate firms to automate processes, integrate data and drive dynamic real-time updates to their calculations, scenario modeling and forecasting.

Scenario Planning and Forecasting for Australian Superannuation

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.

Technology and Real Estate Consulting in Europe

Data Aggregation in European Real Estate Investment

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.

Building Better, Faster Forecasts

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.

Lionpoint is a Sponsor of PERE Asia 2020 Real Estate Conference

When: 17 - 18 November, 2020
Virtual Conference

As a leader in private markets consulting, including technology, strategy and operations for Real Estate, Lionpoint is proud to be a sponsor of PERE Asia 2020.

Real Estate technology and operations

Lionpoint is a Lead Sponsor of PERE Europe 2020

When: 17 - 18 November, 2020
Virtual Conference

Lionpoint is proud to be a lead sponsor of PERE Europe 2020. As part of a great agenda and speaker line-up, Lionpoint Group Founder & Executive Director, Nick Moore, will be moderating two key sessions.

Lionpoint is Proud to Sponsor PERE America 2020

When: 10 - 11 November, 2020
Virtual Conference

Lionpoint is proud to sponsor the upcoming PERE America conference on 10 - 11 November, 2020. The annual event will see top institutional investors and experienced fund managers discuss the future of private real estate investments.

Lionpoint partners with Anaplan to help private equity firms with budgeting and forecasting, investment, fund and waterfall modeling.

Download the Guide: How Private Equity Firms can Evolve in a Data Driven World

We're empowering our private equity clients with industry-specific Anaplan models that address company challenges, across budgeting and forecasting, investment, fund and waterfall modeling.

business intelligence for private markets

Business Intelligence and Reporting Excellence for Private Markets

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.

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Lionpoint is a Proud Sponsor of Intapp Virtual Connect 2020

When: 27 - 29 October, 2020
Virtual Conference

Lionpoint is proud to sponsor Intapp Virtual Connect 2020, to show our support as a certified implementation partner for DealCloud, the leading capital market software solution for investors and dealmakers.

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Join us at the 2020 European CFOs & COOs Forum

When: 12 - 13 October, 2020
Virtual Conference

We're excited to sponsor the upcoming 2020 European CFOs & COOs Forum. The event will see senior finance and operations executives virtually gather for two days of exclusive live-streamed content and virtual networking opportunities.

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Lionpoint to Participate in SuperReturn Global Infrastructure 2020

When: 29 September - 01 October, 2020
Virtual conference

Connect with Lionpoint Founder and Executive Director, Nick Moore, who will be joining a panel on 30 September: "Data vs Insights: The growing importance of turning information into actionable intelligence".

Lionpoint real estate consulting

Webinar: Innovation and Technology Trends for Investor Reporting in Alternative Investments

Scenario modeling and reporting have become even trickier these days, as inputs change and investors demand more information more quickly. Some of the largest alternative investment managers are leveraging new technology to support the flexibility and efficiency in the reporting that’s required by investors, industry bodies, regulators, and management teams.

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Webinar: Portfolio planning for Real Estate in disruptive times

In light of recent and ongoing events and the significant impacts on the Real Estate sector, Lionpoint, Blackstone and Barings hosted a webinar addressing Effective Real Estate Asset, Portfolio and Fund Sensitivity Modelling.

New York and London skyline merged

Leveraging Anaplan for essential real estate asset, portfolio, and fund modeling in a rapidly changing environment

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.

Road with long exposure light effect

Portfolio Monitoring in a Remote World: Trends and Best Practices – 2 June 2020

This expert panel, hosted by IHS Markit and Brown Brothers Harriman, examines how private credit investors are actively monitoring their portfolio and leveraging technology.

MUFG Investor Services mitigates risk while improving customer trust and retention

MUFG Investor Services wanted to replace manual, spreadsheet-based processes for calculating carried interest with an automated, company-wide model. By moving these critical calculations to Anaplan, MUFG improved accuracy, mitigated risk, and differentiated itself from its competitors.

Lonon skyline and the Shard

Conference: PEI CFOs & COOs Europe Forum

The role of the private fund CFO and COO is rapidly evolving to keep up with ongoing regulatory, tax and economic developments across Europe as well as the increase in investor demands for detailed due diligence, in-depth reporting and greater transparency. In addition, CFOs and COOs are also tasked with optimising operations on a budget, keeping pace with advances in technology, deciding when and what to outsource and maximising the potential of their teams.

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Webinar: Align Your Investment Ecosystem and Build a Solid Foundation For Data-Driven Decisions – 4th Feb 2020

Struggling to extract data from your ecosystem? Too many silos preventing effective analysis and visualization? Join us on February 4, 2020 for a complimentary IREI webinar “Align Your Investment Ecosystem and Build a Solid Foundation For Data-Driven Decisions.” Lionpoint founder Nick Moore joins IREI and RealPage to explore these topical issues.

New York skyline

Conference: PEI CFOs & COOs US Forum: 22 – 23 January 2020

As roles continue to evolve and responsibilities increase, private equity CFOs and COOs are charged with ensuring the firm’s finance and operations strategies are sound, up-to-date and compliant.

Roark Capital logo

Roark Capital Selects DealCloud

Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as part of its firm-wide technology transformation initiatives led by Lionpoint Group.

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Lionpoint speaking at RealComm 2019

Nick Moore, Executive Director & Co-Founder of Lionpoint Group will be presenting at RealComm 2019. Nick will be moderating a seminar examining “Cloud Financial Planning and Analysis Solutions (CFPAS) – Beyond Budgeting”. 

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Connected Planning and Its Impact on Commercial Real Estate

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.

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Nick Moore speaking at the SimCorp UK Regional Summit

Nick Moore will be speaking at SimCorp’s Regional Summit in London on 14th May 2019. Nick will join a “Panel Discussion: Supporting multi-asset trading strategies and illiquid assets to accelerate growth” along with Victoria Rock, Managing Director, Head of Alternatives Product, Legg Mason Global Asset Management and Catherine Le Caranta, Alternative Investments Product Owner, SimCorp.

EDC logo

EDC goes Live on eFront Invest

New York – Lionpoint Group (“Lionpoint”), a global leader in alternative investments operational consulting and advisory, has partnered with Export Development Canada (“EDC) to implement a fully integrated Front to Back solution across all of EDC’s investment activities.

Industry Expertise

Conferences & Events

Lionpoint professionals often speak at industry events such as SuperReturns, InvestOps, RealComm, PEI CFO / COO and many more. We also partner with vendors to host specific roundtable and thought-leadership events. Lionpoint is often sought for commentary on investment management and technology trends across publications such as Bloomberg, HedgeWeek, Private Equity Wire and many more. If you would like Lionpoint to speak at your event or comment for an article, please contact us.

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