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Lionpoint Partner Datasheet

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Key Takeaways

  • Alternative investments reporting teams need to execute complex reporting and convey insights to leadership, investors, and regulators, but time-consuming tasks of aggregating, consolidating, and updating data can get in the way
  • As an implementation partner of Workiva, Lionpoint works with private markets clients in addressing manager and investor requirements for greater transparency into underlying portfolio companies and investment holdings
  • The ability to automatically connect data from source systems to financial statements, quarterly investor reports, fund books, internal and external reports, and presentations reduces the risk of human error, improves collaboration, and allows teams to focus on their most important work

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