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Advisory partner

Lionpoint enables private markets clients who use the Workiva platform to address manager and investor requirements with greater transparency into their underlying portfolio companies and investment holdings. The result is automatically connected data from source systems to financial statements, reports and fund books. Teams can keep financial statements up to date and remain confident in the numbers, narratives and disclosures.

Add context to your reporting

Lionpoint streamlines the Workiva implementation, simplifying otherwise complex processes, data challenges and risk management. Their expertise includes strategy development and best practice advice to successfully integrate the Workiva reporting platform, so you can ensure reliable data and insightful context across documents, presentations, spreadsheets and reports. 

See what Workiva and Lionpoint Group can do for you

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