Data and opportunity where you want it to be. Always in sight.

iLevel’s SaaS platform gives alternative investment firms the confidence they need to get right to the analysis of performance and the identification of opportunity, rather than wasting precious time compiling, re-keying and verifying data.

 

iLevel Platform Puts Opportunity In Sight

Now, iLevel’s Portfolio Management Platform puts all these opportunities – and more – clearly in sight. The iLevel platform is a SaaS technology solution that gives alternative investment firms the confidence they need to get right to the analysis of performance and the identification of opportunity, rather than wasting precious time compiling, re-keying and verifying data.

Based on iLevel’s deep industry knowledge, the iLevel Portfolio Management Platform comes “out-of-the-box” with standard data requirements and workflow processes that are tuned to the unique needs of the private equity/alternative investment industry.

In addition, iLevel provides many ways for you to extend and customize its capabilities to match your firm’s workflow needs, precisely. iLevel’s expert Professional Services team can easily configure and implement the iLevel platform to meet your business objectives and align with your current technology and processes.

With iLevel, you can:

  • Automate the collection, analysis, reporting and exchange of financial and operating performance information.
  • Eliminate the painful, often error-prone and non-standard manual collection and compilation of portfolio company performance data, replacing it with automated software processes built around a unified, firm-wide database.
  • Arm yourself with the accurate, timely and actionable information you need to make informed decisions and discover new opportunities.
  • Leverage the Excel-based templates your users have honed over time and grown to depend upon.

Data Collection

The iLevel platform automates the timely collection and compilation of portfolio company data on a schedule that you determine – monthly, quarterly, or on-demand – so that reliable and transparent reports are ready for analysis when you are. More >

Transparency & Collaboration

iLevel makes information transparency and business collaboration easy to implement – from valuation modeling, to internal information sharing among key members of the firm, to meeting each limited partner’s customized information requests. More >

Analytics & Reporting

With access to accurate and timely data, your teams can confidently aggregate information for analysis and opportunity discovery. Flexible, high-quality Web-based dashboards and Excel report templates keep opportunities in sight. More >

‘Secret’ ingredient: Our Excel Add-In

Importantly, iLevel can replicate your existing Excel report templates – right down to your custom formatting, color-coding and unique branding. Once configured with our Excel Add-In, your reports are always up to date. More >