Intercompany Chargeback Model

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

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​

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.

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.

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.

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.

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.

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.

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