Client and Regulatory Reporting

Services

By combining our deep industry perspective and proven technology expertise, Lionpoint is expanding what your reporting can do for you. Our client and regulatory reporting capabilities identify and solve problems across your business, using the technology and data you already have.

Does your firm have these challenges?

Data Fragmentation

Private market firms often struggle with fragmented data sources, making it challenging to compile accurate and comprehensive reports for clients and regulatory bodies.

Compliance Complexity

Navigating the intricate web of regulatory requirements poses a significant challenge, requiring meticulous attention to detail and constant adaptation to evolving regulations

Manual Processes

Many firms still rely on manual data entry and reporting processes, leading to errors, inefficiencies, and delays in delivering timely and accurate reports to clients and regulators.

Integration Hurdles

Integrating disparate systems and data sources for seamless reporting can be complex and time-consuming, requiring robust technology expertise and effective change management practices to ensure successful implementation and adoption.

Our Offerings

  • SEC, Financial, & Management Reporting
  • Fund & Investor Reporting
  • Global Statutory Reporting  (GSR) 
  • Environmental, Social, & Governance (ESG) Reporting
  • Governance, Risk, and Compliance
  • Insurance Reporting

Key benefits to enhanced reporting

Increased Automation & Efficiency​

Seamless Workflow

Data Accuracy

Risk Mitigation & Controls​

Scalability​

Adoptability​

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Our areas of capabilities

Process & Workflow

Robust process management and workflow through interactive and collaborative tool kits​.

Governance & Controls

Governance & Controls: Processes, policies, and frameworks for managing data throughout the reporting lifecycle​.

Data Integration

Combined data from multiple sources and formats into a unified and coherent view, allowing for data direct into final reports.​

Data Management

Solution equipped with a powerful SQL-based solution that leverages a graphical user interface.

Automated Reporting

Linking data and narratives to end reports to enable automatic refreshes​.

Low Code / No Code Reporting Solutions

Allowing for user self service to generate and amend reports enabling easier business adoption​.

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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