iLEVEL Services
Standardized and bespoke services to support a range of requirements, including data collection.
DATA
Managed Data Services
Increase your operational scale by outsourcing time-consuming data collection to our data management professionals.
Using a combination of AI and subject matter expertise, our Managed Data Services team centralizes private investments data about clients’ portfolios. The team specializes in processing unstructured data across all private market strategies to facilitate both external and internal reporting needs. Common data types supported include Fund Holdings Data (SOI), Commitment Tracking (PCAPs), Financial Spreading (Direct Equity), and Cap Table Processing.
Leverage Managed Data Services to:
- Process financials faster
- Capture key metrics accurately
- See data sources clearly
- Act on insights immediately
ADVISORY
Advisory and Expert Services
We partner with you on a custom, project-specific basis to manage resources, provide expertise and offer strategies for leveraging technology solutions that meet your core goals and objectives. Common use cases include:
- iLEVEL best practice reviews
- Outsourced iLEVEL platform manager
- Template creation and dashboard design
- Change management support to facilitate new investment strategies
CUSTOM REQUIREMENTS
Premium Services
A complete outsourced solution, our Premium Services offering manages recurring work on behalf of clients who have custom requirements. The team delivers end-to-end bespoke workflows, leveraging the optimal combination of standardization and customization. Common use cases include:
- Custom data sets related to local regulatory requirements
- Custom template processing for niche investment strategies
- Custom workflows to support advanced reporting and monitoring needs
Benefits
Capabilities
Expertise at Scale
Our subject matter experts in private markets operations, portfolio monitoring, valuations, ESG and best practice trends and techniques have extensive experience helping asset allocators and managers to optimize their operations.
Resource Flexibility
There is no one-size-fits-all in private markets. We tailor our services to your workflow, implementing solutions that directly address your unique challenges and opportunities.
Client Relationships
We work closely with the iLEVEL Client Engagement Team to understand the history, preferences and requirements of each client. This enables us to quickly deliver a service that meets your specific needs.
AI as a Force Multiplier
The unique combination of our proprietary data, AI-enabled technology and data expertise enables you to optimize your iLEVEL workflows and scale with confidence.
Operational Resiliency
Build continuity into your operations with well-documented, professional management of your technology platforms.
Data Expertise
Our specialists have experience of direct and indirect investments across all private market strategies and data sets.
Speak to a Specialist
Ready to take the next step?
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