Investment Management

Leveraged Buy-Out (LBO) models are innately complex and cluttered, consisting of target company operational forecasts, valuation, debt and equity financing scenarios, and sensitivity analyses on exit prices. With Anaplan’s LBO model, you can propel
Finance
Leveraged Buyout
Deloitte’s Asset Management Profitability Planning Model is a financial model used for forecasting potential future investment management and expense streams for an asset management business. The model simulates revenues (fees) and expenses for an
Finance
Asset Management
Lionpoint Group’s Real Estate Budget & Forecast Model takes a feed of 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 Fund & Portfolio Monitoring app for Fund of Funds and Secondaries firms takes data and gives the end user the ability to analyze all key financial, operational and performance data of the fund.
Finance
Private Equity Portfolio Monitoring - Fund of Funds
The PE Portfolio Management App from Plan Rocket Consulting gives private equity firms ability connect data, generate financial valuations, and generate portfolio snapshots and KPIs across the total organization.
Finance
Portfolio 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
This valuation app provides a company the ability to input their financial records and receive an outlook and value of the company moving forward.
Finance
Company Valuation
Lionpoint Group’s Real Estate Fund & Portfolio Performance Forecast model forecasts the future performance of your assets and portfolios in terms of standard real estate metrics - total return, capital growth, income return, rental value growth,
Finance
Real Estate Fund & Portfolio Performance Forecast
Facing market changes in the Assets Under Management business, by calculating and projecting real profitability.
Finance
Assets Under Management
Planning from the a single lease to the group consolidated forecast - all connected in a single model.
Finance
Real Estate Planning
This model allows firm management to answer critical questions from investors and prepare insights for the direction of new funds and future investments.
Finance
Private Equity & Real Estate Portfolio Monitoring
Cost Allocation & Transfer Pricing app enables organizations to implement driver based cost allocation, facilitating cost recovery and transfer pricing process
Finance
Cost Allocation & Transfer Pricing
The app consolidates various drivers to simulate each projects P/L and C/F, providing your business with insight necessary to make key decisions.
Finance
Project Profitability Management(JP)
This App puts into practice 'connected planning' concept  in Anaplan linking plans from investors, property and fund managers into one single place.
Finance
Property FP&A