Have Total Confidence in Your Analyses
With iLevel’s rock-solid data collection foundation, you can be totally confident in your analyses. With the flexibility to configure custom, database-driven Excel models, drill down into individual portfolio company performance, roll up and analyze fund-level performance, or even roll up further to analyze performance across multiple funds, iLevel lets your analysts pursue opportunity discovery as deeply as your firm requires.
Create Custom Reports Quickly and Easily
iLevel lets you visualize investment and portfolio performance against a wide range of KPIs. Your data can be sliced and diced dynamically and displayed in a variety of views and formats, quickly and easily. In addition, users can hover over and drill down into data sets to facilitate timely, well-informed decision-making and opportunity discovery. And you can use Web-based dashboards, Excel reports, or both.
Excel-Based Analysis
iLevel lets you build new custom Excel-based analyses or replicate your existing Excel models – right down to your custom formatting, color-coding and unique branding. In either case, your Excel reports, empowered with our Excel Add-In, can access data from and publish data to the iLevel database. Excel-based analysis and reporting enables your analysts to:
- Leverage portfolio company financial and operating metrics that are easily auditable and always up to date.
- Link cells using Excel Add-In Controls to retrieve data from and publish data to the iLevel database in real time.
- Create financial reports and models while maintaining an open communication channel to the database.
Configurable Dashboards
You can take advantage of a wide variety of configurable Web-based Dashboards to identify trends at a glance and drill down into data sets. These configurable dashboards facilitate timely, well-informed decision-making.
iLevel’s comprehensive Web-based Dashboards enable users to visualize fund, portfolio and portfolio company performance via graphical charts, heat maps and interactive data grids. iLevel’s dashboards enable you to:
- Take advantage of a wide variety of configurable charts and graphs to visualize company and portfolio performance against a wide range of KPIs.
- Set filters based on Industry, Geography and Fund to drill down into data sets enabling users to gain instant insight from any perspective.
- Hover-over chart objects to preview data as well as click to drill-down to more detailed information.
- Take advantage of configurable Data Grids for detailed insight into key metrics.
- Export data from Data Grids, Charts and Graphs directly to Excel for further analysis.
Valuation Modeling
iLevel makes it easy and painless to meet valuation requirements. Leverage iLevel’s Excel Add-In to connect your valuation models directly to the iLevel database. Accurately calculated valuations can be quickly accessed and viewed through iLevel’s powerful reporting capabilities, allowing summaries and tabulation across the portfolio.
