iLEVEL

iLEVEL is a portfolio monitoring software that, according to S&P Global Market Intelligence, aims to bring transparency and insight to alternative investment portfolios. It is targeted at businesses of various sizes, including private equity firms, venture capital firms, real estate investment firms, private debt firms, and limited partners (LPs) in the private markets.

Key Features

Data Mastery: According to the vendor, iLEVEL allows users to collect and centralize critical information using leading data technology in the private markets. It aims to streamline data collection processes and achieve data mastery through sophisticated technology.

Enhance LP Relationships: The vendor claims that iLEVEL offers customizable reporting, providing investors with the specific data they need. The software aims to strengthen relationships with limited partners by delivering tailored and comprehensive reports, offering transparency and visibility into portfolio performance.

Maximize Insight: iLEVEL provides customizable and interactive dashboards to visualize, analyze, and report on portfolio performance. According to the vendor, it aims to offer valuable insights into investment portfolios to support informed decision-making and maximize understanding of portfolio performance through advanced analytics.

Transform Fundraising: According to the vendor, iLEVEL aims to simplify the fundraising process by allowing users to respond to data requests easily and securely share materials with potential investors. It provides accurate and up-to-date information, improving efficiency and effectiveness in engaging with potential investors.

Access Expert Help: The vendor claims that iLEVEL offers high-quality service and expertise, drawing from their experience in hundreds of successful implementations. Users can work with a dedicated team of experts to ensure seamless operation and support. The vendor also provides guidance and insights on portfolio monitoring best practices, valuations, and ESG reporting.

Innovative Tech: iLEVEL leverages robust technology investment and features, including mobile accessibility and an easy-to-use API. According to the vendor, it is designed specifically for the private markets, offering a range of features and functionalities to enhance portfolio management processes.

Advance Automation: The vendor states that iLEVEL aims to automate manual reporting and data collection processes, saving time and increasing efficiency. By reducing the burden of manual tasks, users can focus more on investment decision-making. The software strives to improve accuracy and consistency in reporting through automated processes.

Increase Flexibility: iLEVEL allows users to access investment data through a web-based platform, a unique Excel add-in, or an API. According to the vendor, this flexibility enables users to access and utilize data according to their preferences. The software can also be seamlessly integrated with existing systems and workflows for enhanced flexibility.