Company profile

LP Analyst

Portfolio Managed Data + Technology

Industry
Financial Services
Employees
96
Headquarters
Dallas, Texas
Founded
2011
LinkedIn followers
18,405
Office locations
1

LP Analyst company summary

LP Analyst is a company in the Financial Services industry, headquartered in Dallas, Texas, founded in 2011. On LinkedIn the company has around 96 employees and 18,405 followers. Its listed specialties include Total Portfolio, Private Investment, Data, Technology, Reporting.

What technology does LP Analyst use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About LP Analyst

LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help enhance investment operations across both private investments and public holdings.  • Document Ingestion - Fully integrated document management and warehousing capabilities help clients access and organize all manager reporting from cash flow and capital account statements to financial statements and more. • AI-Ready Data - Comprehensive, consistent, timely and rigorously validated down to holding transparency and operating metric data for both fund and direct portfolios across Private Equity, Real Estate, Private Credit, Real Assets, Hedge Funds and Public holdings. • Reporting - Dynamic custom and 'tearsheet' reporting helps teams stay up to date on the most recent developments for strategies, managers, funds, underlying holding and direct/co-investments. • Analytics - Innovative best practice portfolio analytics covering performance, risk, exposure, holding transparency, value creation and liquidity insights across the entire program. • Modules - Powerful add-on capabilities for in-depth Benchmarking, Diligence, Forecasting, Fee and Expense Validation, ESG and Secondary Valuation unlock incremental value. LP Analyst has nearly 20,000 funds under coverage and more than 100 team members passionate about delivering the highest quality investment data and advanced reporting, analytics and AI capabilities to its clients. The firm's co-founders Katita Palamar and Bill Farrell have worked together for more than 20 years and leverage backgrounds in investment banking, secondary advisory and investment data analytics. Follow us and Connect on LinkedIn: www.linkedin.com/in/billfarrell3 www.linkedin.com/in/katitapalamar

Specialties

Total PortfolioPrivate InvestmentDataTechnologyReportingAnalyticsAIMonitoringDiligenceSecondary ValuationBenchmarkingForecastingFee ValidationESGDocument Management

Where is LP Analyst located?

LP Analyst lists 1 location.

Dallas, Texas, USHQ
750 N Saint Paul St

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Frequently asked questions about LP Analyst

What does LP Analyst do?

LP Analyst is the industry leading portfolio managed data and technology platform provider working with more than 100 of the largest institutional investors globally to help enhance investment operations across both private investments and public holdings.  • Document Ingestion - Fully integrated document management and warehousing capabilities help clients access and organize all manager reporting from cash flow and capital account statements to financial statements and more. • AI-Ready Data - Comprehensive, consistent, timely and rigorously validated down to holding transparency and operating metric data for both fund and direct portfolios across Private Equity, Real Estate, Private Credit, Real Assets, Hedge Funds and Public holdings. • Reporting - Dynamic custom and 'tearsheet' reporting helps teams stay up to date on the most recent developments for strategies, managers, funds, underlying holding and direct/co-investments. • Analytics - Innovative best practice portfolio analytics covering performance, risk, exposure, holding transparency, value creation and liquidity insights across the entire program. • Modules - Powerful add-on capabilities for in-depth Benchmarking, Diligence, Forecasting, Fee and Expense Validation, ESG and Secondary Valuation unlock incremental value. LP Analyst has nearly 20,000 funds under coverage and more than 100 team members passionate about delivering the highest quality investment data and advanced reporting, analytics and AI capabilities to its clients. The firm's co-founders Katita Palamar and Bill Farrell have worked together for more than 20 years and leverage backgrounds in investment banking, secondary advisory and investment data analytics. Follow us and Connect on LinkedIn: www.linkedin.com/in/billfarrell3 www.linkedin.com/in/katitapalamar

How many employees does LP Analyst have?

LP Analyst has around 96 employees on LinkedIn.

Where is LP Analyst headquartered?

LP Analyst is headquartered in Dallas, Texas.

When was LP Analyst founded?

LP Analyst was founded in 2011.

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