Secure & Audited Calculations

Eliminate Excel with LemonEdge Algorithms

Bring your offline workbooks into LemonEdge, work with real-time data and automate your processes with our proprietary spreadsheet solution – Algorithms.

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Stop plugging gaps with Excel

Firms have come to rely on offline spreadsheets to plug the gaps between their core system's capabilities and their business needs - but having umpteen offline processes isn't without its pitfalls.

The risks of offline spreadsheets:

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    Lack of security – files can go anywhere.

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    Time-consuming – reliant on manual processes.

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    Data goes bad – infrequent updates.

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    A black box – no audit trail.

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No learning curve

Like a spreadsheet just embedded

With the same look'n'feel as Microsoft Excel, LemonEdge Algorithms gives your team all the calculation capabilities with none of the risks. Everything from the rows and columns to the cell formula and functions is the same - there's no learning curve when you move your workbooks over.

Security at the forefront

Our data access and security model apply to all data and functions in the system, including Algorithms. Eliminate your security headaches by bringing your Excel workbooks into LemonEdge, where only authorised users can read, write and update data, including the underlying spreadsheet formulae!

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See Changes clearly

Maintain a detailed audit history

Anything that happens in LemonEdge is logged into your audit history and Algorithms is no different. User activity, formulae changes, and more are all logged safely and securely, enabling you to review changes quickly and if needed, unpick something causing an issue.

Live data, from numerous sources

Unlike their offline counterparts, Algorithms workbooks are connected directly to your live data in LemonEdge, including anything that you're pulling in from other sources via our API. Say goodbye to slowly downloading data dumps just for it to go out-of-date by the time you've worked it.

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Automate manual processes

With your high-risk offline spreadsheets a thing of the past, it's time to put your data to work. With our comprehensive automation tools, you can create bespoke workflows that reduce the amount of manual effort required. 

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"The high level of complexity and increasing volumes in private investments is driving the need for technology solutions that are easily configurable and eliminate the need for offline spreadsheet processing."
Jonathan Broch

Executive Director, Private Equity

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For any firm type

How private markets firms can harness the benefits of Algorithms.

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Private Equity GPs

Often, calculations set out in the Offering Memorandums are beyond the capabilities of any out-of-the-box system and end up in Microsoft Excel. Whether it’s complex carry or waterfall calculations or something else, a series of manual processes and risks are created. With LemonEdge, existing calculations can be copied into Algorithms and connected to all of your data sources and left to run securely and automatically.

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Fund Administrators

Fund administrators do things differently from one another, with a breadth of subtle variations from client to client. It’s not scalable, and results in a sea of offline spreadsheets, scattered across the organisation. While idiosyncrasies will never change for your clients, offline processes and calculations can be imported and securely embedded for automated, audited processing by using Algorithms.

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Family Offices

Unless a Family Office (or Multi-Family Office) firm has a suite of applications covering the entire scope of functionality required, they invariably compromise by deploying stop-gap Excel solutions. LemonEdge Algorithms removes the compromise by bringing all data, processes, security, audit, and control inside the system.

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Real-time Workbooks

4 benefits of Algorithms

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1. Secure

Protect your data using our user access permissions.

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2. Automate

Automate your calculations using new or pre-existing Excel formulae.

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3. Key-person risk

Often only one person who 'knows' how the sheets work.

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4. Audit and history

Track every change and maintain your historical calculations.

See the future of fund accounting

Just some of what we’re excited to show you:

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Collate data from any source with intuitive tools.
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Eliminate multiple-entry bookkeeping.
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Create fund structures in minutes.
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Instant scenario analysis across your portfolio.
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Search and report on any data point.
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Interrogate real-time General Ledgers.
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Integrate custom calculations and waterfalls.

Tell us about you and your firm, and we’ll come straight back to you to schedule a personalised demo.

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A proven alternative to legacy systems

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"LemonEdge has proven market-leading capabilities that will enable the continuing evolution of our operations to become agile, efficient and able to add further value to our investors.”

Guillaume de Malliard, COO and Partner at Astorg Group

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Frequently asked questions

Do LemonEdge Algorithms include all the same capabilities as Excel?

Yes. All the standard cell-based formulae, functions, calculations, etc are the same in LemonEdge Algorithms as in Microsoft Excel. In addition, any Excel Macro or VBA processing can also be imported into LemonEdge using the system’s unique low-code capabilities.

Can data points in the LemonEdge database be connected to Algorithms?

Yes. Any data from the LemonEdge database can be pulled directly into an Algorithm making for a very convenient method of getting at the information required for any calculation or process. Equally, any results arising from an Algorithm can be saved back into the LemonEdge database, including complex results such as accounting transactions.

How usable are Algorithms?

Algorithms are for all practical purposes indistinguishable from Excel workbooks, which means that anyone familiar with Excel can immediately use Algorithms in the same way (though pulling/pushing data from/to the LemonEdge database does require additional knowledge).

How easy is it to migrate from Excel to Algorithms?

Extremely easy.  Simple copy/paste is all that’s required.

Still have questions?

Request a demo and we'll answer them.

ROYC and LemonEdge sign strategic partnership

February 20, 2024
Jamie Nascimento
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