iLEVEL Valuations
Update valuations across your portfolio quickly. Respond to third-party questions with confidence and transparency.
Streamline your valuation and reporting workflows.
iLEVEL Valuations is a robust, full-coverage valuations ecosystem that flexes to your firm’s needs and supports scale.
Our software-based valuation solution (Qval) supports in-house valuations, allowing users to promptly update equity valuations across a portfolio and respond to third-party questions with confidence. iLEVEL Valuations also includes Peer Comparables and support for spreadsheet-based valuations.
Need an independent third-party valuation instead? A bi-directional integration between the iLEVEL platform and our Private Market Valuations services simplifies the document and data exchanges required for third-party valuation opinions, and delivers valuation results directly into iLEVEL.
QVAL
iLEVEL Valuations: Qval
Generate in-house valuations quickly and accurately with our self-serve Qval software. Qval contains the industry methodologies needed to communicate value in a credible way, plus integrated public market data from S&P Capital IQ to fuel comparables, sector volatilities and risk-free rates analysis.
Update valuations across your portfolio quickly, respond to third-party questions with confidence and ensure the carrying values reported by your team align to firm-wide valuation policies and industry best practices.
Qval is fully integrated with the core iLEVEL platform, allowing your team to perform valuations natively within your user experience using your portfolio company data. Financial data on your portfolio companies in iLEVEL syncs to valuations in Qval and updates each reporting period as carrying values roll forward across your portfolio.
Industry-Leading Valuation Techniques Supported in Qval
PEER COMPARABLES
Peer Comparables
Streamline your benchmarking to public companies. Gain enhanced insights into portfolio company performance. Peer Comparables integrates selected public company data from S&P Capital IQ Financials, Estimates and Company Details into iLEVEL, simplifying and streamlining performance benchmarking by empowering users to see public company fundamental data side by side with their proprietary alternative investment data in iLEVEL. Peer Comparables includes:
- Key financial metrics for public companies
- Interactive visualizations of asset performance against peers, showing trends over time
- The ability to manage company lists and share them across teams within the platform
- Direct links to Corporate Profile pages on Capital IQ Pro to support research
- Native Excel integration
CAPITALIZATION TABLES
Capitalization Tables
Quickly calculate investor ownership across securities. iLEVEL’s built-in Capitalization Tables give you a full view across various equity holdings and shares for a given asset, with drag-and-drop functionality for automatic calculations.
VALUATION SERVICES
Services: Private Market Valuations
Unlock the advantage of independent private asset valuations — at scale, and as often as daily, delivered directly into your iLEVEL Monitoring environment. This integration with our Private Market Valuations enhances operational efficiency and portfolio transparency by enabling users to focus on higher-value strategic projects instead of time-consuming data collection across multiple systems and providers.
Benefits
Capabilities
Best-in-Class Methodologies
Every valuation is backed by S&P Global’s market-leading methodologies and engines, ensuring full transparency across every data point.
Flexible Deployment
iLEVEL Valuations works for firms of all sizes, from small teams to dedicated valuations groups.
Custom Dashboards and Views
Different teams can configure their views using the same underlying platform, keeping your entire organization connected to a single source of truth.
iLEVEL Monitoring Integration
iLEVEL Valuations is seamlessly integrated with iLEVEL Monitoring for a unified view of portfolio and valuation data.
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