Investment Management

Use your Account Based Marketing data to optimize your marketing spending in one solution —from allocation of budget, planning marketing campaigns to forecasting.
Marketing
Account Based Marketing Planning
Forecasting income & value of investment properties , calculation of payback period, internal rate of return & scenario planning reflecting changes in equity.
Investment Management
Forecasting Income and Value of Investment Properties
Centralized platform to analyze all key financial, operational and performance data of the fund.
Finance
Private Equity Portfolio Monitoring - Fund of Funds
This Theoretical Waterfall model for private equity funds takes a feed of investor contributions and distributions (from source systems Investran, FrontInvest or equivalent) and calculates a distribution waterfall.
Finance
Private Equity Theoretical Waterfall
Lionpoint Group’s Real Estate Budget & Forecast Model takes tenancy/rent roll data, adds your assumptions and forecasts future income and expenditure over the short and long term.
Finance
Real Estate Budget & Forecast
The Transfer Pricing for Financial Services App is a proof of concept model to demonstrate how principles of cost allocation and transfer pricing can be calculated and reported in Anaplan.
Finance
Transfer Pricing for Financial Services (UK)
A financial model used for forecasting potential future investment management and expense streams for an asset management business.
Finance
Asset Management
Propel your deal desk’s M&A activity and get real-time answers to how an operational and/or financing scenario impacts your return on investment at the deal and portfolio levels.
Finance
Investment Management - LBO