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.

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.

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.

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.

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.


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.

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.

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.

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.


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.

See All Insights