iLEVEL: Investment Consultants Software and Solutions
Data-Driven Solutions for Investment Consultants
Actively monitoring multiple discretionary or advisory portfolios of private investments is a critical part of an investment consultant’s fiduciary responsibility. A significant amount of time is spent collecting and organizing data to create client reports and quarterly presentations, and to answer countless ad-hoc queries from clients about their portfolios. This leaves little time for investment consultants to focus on their core business.
Our portfolio monitoring software, iLEVEL, offers investment consultants and discretionary advisors a real-time view of their clients’ private markets portfolios. iLEVEL enables investment consultants to view all their clients’ private markets investments: fund investments, co-investments and direct investments, in one place. With data centralized, iLEVEL’s customizable, SaaS-based dashboards provide the ability to answer ad-hoc client questions in seconds. Creating investor reports and updating quarterly client presentations are all streamlined with iLEVEL’s reporting and data standardization.
Over 650 Limited Partners and General Partners globally trust iLEVEL for their portfolio monitoring from investment consultants, fund of funds, and sovereign wealth funds to some of the most sophisticated private equity and venture capital managers.
Why iLEVEL?
Complete View
See fund investments, co-investments and direct investments on one platform
Transparency
Drill down to see fund portfolio company holdings and holdings overlap across one, or multiple, client portfolios; answer questions in seconds about exposure by region, country, sector or currency
Investor Reporting
Simplify complex investor reporting, satisfy ILPA best practices and generate quarterly reports in a few clicks leveraging iLEVEL, and share documents with clients via Prism’s secure LP portal
Deeper Analysis
Compare your performance against benchmarks—upload your own custom benchmarks, choose one of our PMEs, or leverage the industry's leading private markets benchmarks from Cambridge Associates
Mobile and Secure
Access your data from anywhere in the world via iLEVEL on your laptop, tablet, or phone
Track ESG Metrics
Track ESG metrics from GPs and analyze risk in a timely and consistent manner that enhances investment decisions
Connected
Enhance your reporting and operations by connecting iLEVEL to your data ecosystem, both upstream (CRM) and downstream (books of record, custodians, etc.) via APIs and easy-to-use tools
Implementation Experts
We’ve completed 650+ implementations for LPs and GPs ranging from out of the box environments to highly customized solutions. We have the resources and expertise to get clients up and running quickly
Our Best-in-Class Managed Data Services
A growing number of investment consultants leverage iLEVEL’s Managed Data Services to give themselves more bandwidth to focus on managing investments and advising clients. Our Managed Data Services team collects and consolidates data from GPs to assure your data is always there for you in iLEVEL – timely, accurate and secure. Data captured includes capital account statements, capital calls, distributions, underlying fund holdings, portfolio company performance and operating metrics.
Experience Matters
Our team of 100+ private markets data professionals have unmatched experience working in private markets for asset managers, consultants and service providers.
Size and Scale
We’re processing data on 9,000+ funds across every Private Markets asset class, strategy and geography.
Size and Scale
We’re processing data on 9,000+ funds across every Private Markets asset class, strategy and geography.
Accountability
Our clients can monitor the status of document processing in real-time with transparent tracking.
Record Keeping
We offer a document repository so investment consultants no longer have to organize and maintain GP reported files.
Solutions
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If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ