Business Process Management

Services

With a unique industry perspective and proven technology expertise, Lionpoint’s Business Process Management (BPM) and Automation team helps you identify and execute opportunities. We drive value creation using no-code and low-code software platforms to solve business problems where your current technology stack falls short.

Does your firm have these challenges?

Complex Processes

Private market firms often deal with complex and specialized processes, such as fund management, deal structuring, and investor relations. Implementing BPM and Automation requires mapping out and streamlining these intricate processes, which can be challenging due to their unique nature and regulatory requirements.

Data Integration

Private market firms typically operate with multiple systems and databases, each housing valuable data related to investments, transactions, and stakeholders. Integrating these disparate data sources into a unified BPM platform poses a significant challenge, as it requires overcoming compatibility issues, bridging data silos, and ensuring data accuracy and consistency.

Regulatory Compliance

Compliance with regulations and reporting requirements is paramount in the private market industry, where firms must adhere to stringent regulatory standards imposed by regulatory bodies such as the SEC and GDPR. Implementing BPM and Automation solutions while ensuring compliance with these regulations adds complexity and requires robust governance frameworks and risk management practices.

Change Management

Adopting BPM and Automation technologies often entails significant organizational change, including process redesign, workforce training, and cultural shifts. Private market firms may encounter resistance from employees accustomed to manual processes or apprehensive about the implications of automation on their roles. Effective change management strategies are essential to overcome resistance and ensure successful adoption of BPM and Automation initiatives.

Our Offerings

  • Investor Onboarding Processes
  • Deal Onboarding Processes
  • Valuation & Reporting Process Orchestration
  • Investor Portal
  • Fund Admin/NAV Oversight
  • Approval/Sign-off Process Tracker

Key benefits to our Business Process Management services

Increased Automation & Efficiency​

Streamlined Workflow

Data Accuracy

Risk Mitigation & Controls​

Faster, Smoother Implementations led by Experienced Teams​

Insights Through Analytics​

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Our areas of capabilities

Tactical Advisory Services

System selection, peer benchmarking and health checks, process optimization.

Strategic Advisory Services

Current state assessments, future state recommendations and target operating model based on your business requirements

Data Management

Assist or lead in data migration, transformation and sanitization activities. Transition existing or constructing new reports and workflows, installing data integrity and quality check processes. 

Implementation Services

Tailor an out-of-the-box experience to one matching the way you operate via requirements discovery and gathering, core development & system configuration, Testing and deployment, project/program management.

Post-Implementation Support

Provide training sessions and change management controls, supplying interim external resources through managed services agreements, creating a center of excellence.

Why Lionpoint?

Industry Experts

We specialise in alternative investment management. Understanding market trends and practices.

Technology Experts

We are technology subject matter experts. Keeping our clients one step ahead by being at the forefront of the technology developments, new technologies and new entrants

Unique Approach

We combine industry and technology expertise into one service offering.

Expert Methodology

We can rapidly deploy our proven templates and methodologies to accelerate sustainable change.

Technology Solutions

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We Work Across Alternatives

Private Equity

Lionpoint helps private equity clients navigate complex operations by leveraging our expertise and track record of implementing best-in-class technology solutions to optimize performance and drive growth.

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Private Credit & Liquid Debt

Lionpoint helps credit managers navigate the complexities of private credit, liquid debt, and structured products, enabling them to build scalable and profitable organizations.

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Real Assets

Lionpoint partners with Real Asset clients to navigate critical business transitions, driving growth through strategic insights and innovative solutions.

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With the following clients

General Partners

We help align intersection of technology and operations transformation to support.

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Limited Partners

We work with our clients to build out their ecosystem by driving optimization of operation and technological processes and systems.

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Fund Administrators

Supporting our clients enabling technology solutions that service their client base.

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Financial Institutions

Our strength in financial services consulting is enabling businesses with the processes and tools to support their strategic growth.

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Lionpoint Core Capabilities

Target Operating Model

Process Design and Optimisation

System Review and Selection

Organisation Design

System Implementation

Peer Benchmarking and Market Intelligence

Enterprise Transformation

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Let’s talk about your next project.

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