iLEVEL: Limited Partner Software and Solutions
Data-Driven Solutions for Limited Partners
Actively monitoring a portfolio of private investments is a critical part of a Limited Partner’s fiduciary responsibility. As a result, many firms spend large amounts of time collecting and analyzing data and still struggle to gain comprehensive, real-time visibility of their exposures or to answer simple questions about their portfolio.
Our portfolio monitoring software, iLEVEL, offers LPs a real-time view of their portfolio and enables them to answer questions in seconds about their exposures or assess their performance against the market’s preferred benchmarks. The platform enables LPs to analyze their total Private Markets portfolio: fund investments, co-investments and direct investments, in one place.
Over 250 Limited Partners globally trust iLEVEL for their portfolio monitoring, from sovereign wealth funds, superannuation funds, investment consultants, fund of funds, public and private pension plans, insurance companies, endowments, foundations and family offices.
Whitepaper: Achieving Operational Brilliance in Private Markets
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AI-powered Data Collection for Private Markets
Turbocharge the monitoring of your private investments with iLEVEL’s AI-powered data collection technology.
Why iLEVEL?
Transparency – Drill down to see fund portfolio company holdings and holdings overlap across your portfolio; answer questions in seconds about exposure by region, country, sector or currency
Customizable – View performance of your funds and group funds according to your own specific investment hierarchy. Build custom reports and ad hoc analyses using our intuitive Excel Add-In
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
Complete View – See your fund investments, co-investments and direct investments on one platform
Deeper Analysis – Respond to data requests with ease and securely share materials with potential investors. Leverage our built-in cash forecasting module to generate dynamic, insightful investment cash flow models (custom or Takahashi Alexander).
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 your GPs with iLEVEL to analyze risk in a timely and consistent manner that enhances investment decisions
Our Best-in-Class Managed Data Services
LPs leverage our Managed Data Services to give themselves more bandwidth to focus on investment management and monitoring. Our Managed Data Services team collects and consolidates data from your GPs to assure your portfolio data is always there for you in iLEVEL – timely, accurate and secure. Data captured includes capital calls, distributions, fund investment valuations, underlying fund holdings, portfolio company performance and operating metrics.
Tech Enabled
We’ve invested in the most advanced technology available in the market to process data reported by GPs; customers get access to the highest quality data at speeds that are unmatched in the industry.
Experience Matters
Our team of more than 100 private markets data professionals have unmatched experience in private markets dating back to the early 1990s.
Size and Scale
We’re processing data on more than 9,000 funds across every private market strategy.
Accountability
Know the status of document processing in real-time with transparent tracking.
Record Keeping
We offer a document repository so LPs no longer have to organize and maintain GP reported files.
Explore our Private Market Solutions
Our expertise spans across the full range of private market investment strategies, with technology that serves fund managers, institutional investors, advisory firms and more.
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We're proud of our recent awards!
- Global Data Provider of the Year, 2024
- Best Outsourcing Provider, 2024
- Best AI-Based Solution for Data Discovery, 2024
- Credit Risk Management Solution of the Year, 2024
And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.
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