iLevel offers bulletproof, cutting edge technology that dramatically improves your firm’s business operations and is perfectly compatible with your current technology infrastructure. What’s more, iLevel also offers a highly secure SaaS delivery model that requires no capital expense for additional infrastructure.

The iLevel platform provides an exciting on-demand portfolio management solution that automates data collection and enables your users to shift from chasing spreadsheets to analyzing them.

Bulletproof Technology Platform

Born in the real-world crucible of an alternative investment firm, iLevel is a battle-tested SaaS platform that automates data collection through a comprehensive and configurable workflow process.
More >

Eliminate the ‘Spreadsheet Shuffle’

Automated data collection and workflow eliminates the headache of manually collected, handcrafted reports, while our central data repository makes clear, consistent information confidently available to all with the proper authorization.
More >

Still Excel – Only Better

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.
More >