Enhancing Private Equity Productivity

However you operate, iLevel makes it easy and painless to implement your processes – from valuation modeling to internal information sharing among key members of the firm, to meeting each limited partner’s customized information requests. The timely and accurate data collection and storage processes at the heart of iLevel ensure confidence among investment professionals that their information is secure, accessible, of the highest quality and fully auditable.

Excel Integration Enhances Transparency and Collaboration

Given that Excel is the information vehicle most valued by investment professionals, iLevel makes Excel integration paramount. Working with the spreadsheet product you have mastered, you assimilate information more rapidly – thus increasing information transparency.

But the connection we create between Excel and the iLevel database through our Excel Add-In does more. It provides collaborative business intelligence capabilities and the business advantages of a comprehensive portfolio management solution. You create financial reports and models while maintaining an open communication channel to the database to retrieve and publish portfolio data. And you can share all of the above or keep it confidential, as appropriate.

Integrated Workflow Maximizes Collaboration

iLevel’s integrated workflow and notification engine automates the portfolio company data collection process, but it also provides a platform to trigger communication and collaboration. By notifying designated parties through auto-generated emails when specific business actions trigger a workflow rule, iLevel enables analysts and deal team members to communicate and collaborate with each other and their portfolio companies when needed.

Document Library

iLevel provides an integrated, collaborative Document Library to manage and catalog all documents and files associated with a specific portfolio company/investment and across portfolios and funds. Take advantage of document storage and retrieval features, including full text search and retrieval, check-in/check-out functionality, version history, granular security provisioning, custom metadata and customizable views.