Every new information request, whether from within the firm or a limited partner, kicks off a new manual process to figure out how to obtain and share the information – quickly and accurately.

The iLevel platform makes transparent information sharing with limited partners and other stakeholders easy and painless. iLevel provides all the tools you need to share exactly what you want to share – no more, no less.

Transparency & Collaboration Tools

Whatever your communications needs, our transparency and collaboration tools make it easier: from valuation modeling, to internal information sharing among key members of the firm, to meeting each limited partner’s customized information requests. The accuracy and timeliness features at the heart of iLevel ensure confidence that all information is secure, accessible, of the highest quality, and fully auditable.
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Excel Integration & Web-Based Dashboards

Given that Excel is the information vehicle most valued by investment professionals, iLevel makes Excel integration paramount. Working with the spreadsheet product your stakeholders have mastered, information is assimilated more rapidly. With iLevel, you can build new custom Excel templates or replicate 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.
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