Building financial models typically entails hours of research and tedious data entry. As new portfolio company data is collected, additional hours are often spent maintaining and updating models. With iLevel’s unique Excel Add-In, you can take advantage of formula wizards and a powerful calculation engine to access data from – and publish data to – the iLevel database.

Whether you are analyzing portfolio company performance, reviewing valuation models or responding to investor inquiries, you can now use iLevel’s Excel Add-In to complete your work in a fraction of the time it would normally take to do so manually.

The comfort of Excel plus the power of iLevel

iLevel recognizes the importance and value of Excel to investment professionals as an integral reporting and analytics tool. With iLevel, you work with the spreadsheet product you have mastered, but gain the collaborative business intelligence capabilities and the business advantages of a comprehensive portfolio management solution.

Use iLevel’s iGet™ functionality to quickly populate and update your spreadsheets with data stored in the iLevel database.  

Conversely, take advantage of iPut™ functionality to push data from your Excel models to the iLevel database – so you can use the data in other Excel- or iLevel Portal-based reports.

iLevel’s Excel-based analysis and reporting enables your analysts to:

  • Leverage portfolio companyfinancial 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