Lionpoint Group

Real Estate Fund Budgeting & Forecasting

Partner type

Gold

Function

Finance

Industry

Banking & Capital Markets, Other

Region

America, Asia Pacific, Europe, Global, Middle East

LPG App Fund Model

In a sector faced with increased market uncertainty, rapidly growing AUM, and additional investor and regulatory requirements, technology must play a key role in enabling asset managers to scale and adopt effective investment strategies. A heavy use of Excel, has also led to siloed data and manual processes that make it challenging to offer quick insights and auditability.

The Fund Budgeting & Forecasting solution solves these challenges by enabling collaboration and greater insight across fund managers, associates, and administrators. Adapt to a rapidly changing market through quick scenario modelling and automated client reporting.

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Solution features

  • Apply greater control and process efficiency to the client reporting process.
  • Manage multiple holdings of a single asset across funds.
  • Create new fund models or scenarios quickly.
  • Run hold/sell scenarios in seconds and review impacts on fund performance and carry.
  • Streamline quarterly client fund reporting processes.
  • Automate management fee & promote forecast calculations.
  • Import asset cashflows and supporting data from Anaplan models or other sources.
  • Produce forecast LP performance reporting.
App Fund Model
App Fund Model Investor Investment Register
LPG Cashflow Worksheet