The concept of Connected Planning has become a priority consideration for private equity and real estate firms looking to streamline everything from FP&A and Operational Expense planning through to investment and fund modeling, and the collection and analysis of financial information from portfolio investments.  Lionpoint Group has successfully delivered Anaplan engagements to support private equity OPEX planning, carried interest waterfalls and corporate modeling.  In real estate the solutions include lease and property budgeting and forecasting, investment analysis, development feasibility, fund modeling and corporate performance forecasting.

As a part of our commitment to EPM for private capital, Joshua Baker has joined the Lionpoint Group team as a senior consultant, bringing experience as a Solutions Architect for a cloud performance management platform and a Senior Consultant in Corporate Performance Management.  Josh has been involved in more than 40 CPM implementations across 18 industries (including Financial Services, Real Estate, Retail, Consumer Products, Biotech, Pharma, Insurance, and others). Josh specializes in process improvement, financial analysis & modeling, systems architecture and is a certified Anaplaner.

Jesse Pennoni has also joined the Lionpoint Group team as a senior consultant in the EPM practice.  Jesse is a certified Anaplaner with over two years’ practical Anaplan solution design and implementation experience with clients including Morgan Stanley, Bose and Diageo.  Jesse specializes in master data management, financial analysis & modeling, systems architecture, and ETL within Anaplan.

In the UK Aleph Degla has joined the EPM team with a strong background in real estate data aggregation and management. He was previously with Altus Analytics where he supported the deployment of the Voyanta solution in the UK and Europe.

The Lionpoint Group team provides unbiased opinions on strategic roadmaps, technology solutions, and current process and tools optimization leveraging our combined expertise with not only the leading technologies, but specifically the Alternative Investments industry.