You have too many highly talented people focused on time consuming, manual data collection tasks; you want them focused on opportunity-yielding performance analysis instead.

A Platform for Efficiency

With iLevel, automated data collection and workflow eliminates the headache of manually collected, handcrafted reports, while our central data repository and flexible, configurable reporting tools make clear, consistent information confidently available to all with the proper authorization. Best of all, we enhance your operational efficiency by leveraging the tools you know best, especially Excel. We make your work easier, without forcing you to change.

The iLevel Portfolio Management Platform dramatically enhances the ability of investment managers to gain insight into the performance of their portfolios – and to more quickly assess risks and discover emerging opportunities. But the benefits of iLevel go much farther, providing solutions that enhance visibility, efficiency and effectiveness for every key member of your firm.

Use impeccably accurate, highly reliable data to identify trends, compile valuation information, and quickly and easily respond to LPs’ information requests. Analyze the performance of each portfolio company against standard or custom KPIs, roll up the data to analyze fund-level performance, or roll it up further to analyze performance across multiple funds.

Access configurable, Web-based dashboards and integrated Excel models to track, analyze and monitor portfolio performance. Leverage iLevel’s unique Excel Add-In to quickly populate and update your spreadsheets with data stored in the iLevel platform. Take advantage of Formula Wizards, a powerful calculation engine, and iGet™ and iPut™ functionality to access data from (and publish data to) the iLevel database.
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