The growing complexity and volume of private market data make it essential for firms to optimize their operating models and harmonize information sources across different functions and systems. Additionally, heightened competition for deals and demands for transparent, timely reporting require private market investors to streamline operations and find new ways to deliver outperformance.
In this environment, unlocking data as a strategic asset has become paramount for firms looking to remain competitive. Next-generation technologies leverage intelligent automation to streamline data collection, valuation, and reporting processes while providing investors with greater data accessibility and utilization to make informed decisions, effectively manage risk, and thrive in the rapidly evolving private market landscape.
Lionpoint Group (“Lionpoint”), a digital and operational transformation consulting firm, and Chronograph, a next-generation portfolio monitoring solution, partner to address a constant and growing need for clients to efficiently manage and analyze their private market data at scale. The partnership provides joint clients with customized solutions for enhancing processes in critical workflows, such as data collection and structuring, valuation, and reporting.
Chronograph and Lionpoint have collaborated on dozens of client engagements globally, covering an aggregate implemented AUM of over $770B. These implementations span leading investment firms worldwide, encompassing publicly traded multi-asset managers and industry specialists and covering broad representation across strategies, such as buyout, credit, growth equity, venture capital, infrastructure, insurance, and fund of funds.
Lionpoint and Chronograph work together to define and design effective data strategies, implementing innovative solutions to streamline shared clients’ investment workflows. While each client’s needs are unique, commonly executed use cases include streamlining data collection and approval workflows, providing automated valuation solutions and workflow design. Further, many clients work closely with Lionpoint and Chronograph to deploy integrated reporting outputs, self-service BI visualization layers, and optimize engagement with portfolio companies directly on non-financial information requests, such as banking, cyber, regulatory, and ESG questionnaires.
Post-implementation, Chronograph and Lionpoint continuously collaborate to support broader data integration into downstream processes — including data warehousing — ensuring clients maximize data utilization.
Lionpoint’s innovative implementation approach, combined with Chronograph’s differentiated technology, enables joint clients to efficiently create a single source of truth, realize immediate value from enhanced data management processes, and strengthen insights across their portfolios.
Lionpoint’s deep expertise in private market technology and implementation helps clients efficiently streamline operating models. Its structured system design and implementation methodology empowers organizations to effectively execute data strategies, drive meaningful change, and optimize their data management practices.
Chronograph’s next-generation cloud-based analytics and data management solutions enable private market limited partners and general partners to standardize fragmented, opaque information through a sophisticated data model paired with intuitive workflows. Clients benefit from unparalleled simplicity in accessing, structuring, and reporting proprietary investment data.
Chronograph Co-Founder & CEO Charlie Tafoya remarked, “At Chronograph, we are singularly focused on delivering best-in-class technology solutions to help our institutional clients understand and manage private investments in unprecedented detail. Our collaboration with our Platform Partners allows us to work hand-in-hand with similarly best-in-class service providers and solutions to ensure that our clients can further benefit from specialized expertise. Our long-term partnership with Lionpoint has delivered significant impact for our joint LP and GP clients across the globe.”
“The amount and complexity of data have grown, and private market investors must adopt technology solutions to effectively manage, understand, and utilize their data,” said Jonathan Balkin, Lionpoint Co-Founder and Executive Director. “Our partnership with Chronograph helps clients realize immediate benefits and impact from their investment in private market technology, allowing them to unlock data as a competitive edge.”
Curious to learn how Chronograph and Lionpoint help private market investors unlock data as a competitive advantage? Request a Chronograph demo or contact Lionpoint.
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