iLEVEL Portfolio Monitoring Software

Gain new visibility and control over your investment data

iLEVEL is the transformational solution that brings new transparency and insight to alternative investment portfolios. As the core of our private market solutions, iLEVEL helps general partners and limited partners streamline data collection, portfolio monitoring, analytics, valuation, and reporting.

Manage the flow of data and create a single source of truth to make informed decisions and communicate transparently with investors, auditors, boards and other stakeholders.

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Turn your data into a differentiator

Over 700 leading alternative asset managers and institutional investors use iLEVEL to enhance their insight into their portfolios and create value.

Achieve data mastery – Collect and centralize critical information with the leading data technology in the private markets.

Enhance LP relationships – Give investors the exactly the data they need with advanced customizable reporting.

Maximize insight – Visualize, analyze and report on portfolio performance using customizable, interactive dashboards.

Transform fundraising – Respond to data requests with ease and securely share materials with potential investors.

Access expert help – Work with a trusted partner known for high-quality service and hundreds of successful implementations.

Get innovative tech – Benefit from robust technology investment and features ranging from mobile accessibility to an easy-to-use API.

Advance automation – Automate your manual reporting and data collection processes so you can focus on investment decision-making.

Increase flexibility – Access your data however you want with a web-based platform, a unique Excel add-in, or an API.

iLEVEL is now mobile

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Access best-in-class managed services

Meet the demand for access to real-time, accurate data on alternative investments with help from our flexible managed service offerings. We use advanced technology and efficient data collection processes to help iLEVEL users stay up-to-date.

Managed Data Services

Transform your data collection with iLEVEL Managed Data Services, which automate and standardize data acquisition and management. We help both GPs and LPs achieve quality and completeness of information with sophisticated technology and an experienced data team.

Expert Services

Increase consistency in operations with Expert Services, outsourced resources that will keep your iLEVEL environment operating effectively. Our dedicated platform experts provide ongoing technology support so you can focus on decision-making.

Consultative Services

Leverage the expertise of an industry leader trusted by over 700 private markets clients. We offer consultative services on topics including portfolio monitoring best practices, valuations and ESG reporting, as well as insights from analysts in industry verticals.

Client Testimonials

We are redefining the standard for private market participants with next-generation workflow tools, market data and services for the front, middle and back office.

Trusted by industry leaders

General partners and limited partners across private equity, venture capital, real estate and private debt trust iLEVEL to give them visibility into the data that matters most.

A Global Asset Manager Realizes Operational Alpha

The technology and operations team at this global multi-asset manager was charged with tracking financial, operational, and sustainability data on existing and new investment strategies via iLEVEL.

Download the case study to learn how iLEVEL Expert Services helped drive innovation and excellence in their operating models. Key objectives included onboarding a new investment strategy, driving global platform adoption, and facilitating sustainability data tracking and reporting.

PensionDenmark transforms visibility and reporting

With the Danish Financial Supervisory Authority scrutinizing alternative investments more closely, PensionDanmark needed to demonstrate adherence to the prudent person principle and achieve a higher degree of visibility into their investment portfolio.

Download the case study to find out how PensionDanmark is using iLEVEL to report on invested assets, generate real time reports quickly, and collect all their data in one place to create a shared source of truth

Charlesbank enhances data visibility and usability

Established in 1998, Charlesbank Capital is an experienced middle-market private equity firm with more than $6 billion under management.

Download the case study to learn more about how S&P Global’s private markets solutions enabled Charlesbank to streamline key operations and gain a new level of visibility into their portfolio data.

Mayfair supports long-term strategy and growth

Mayfair Equity Partners provides buyout and growth capital to dynamic businesses in the TMT and consumer sectors within the UK and overseas.

Download the case study to learn more how S&P Global solutions helped them manage portfolio data collection and analysis and avoid the inefficient process of rekeying data from portfolio companies.

Herkules Capital gains resiliency and efficiency

Herkules is a leading private equity firm that invests in companies located in the Nordic region and has raised funds totaling about NOK 15 billion.

Download the case study to learn how S&P Global has enabled Herkules to streamline and strengthen the data collection and reporting process through tools like the iLEVEL Excel add-in.

Silversmith Capital Partners sets the stage for growth

Founded in 2015, Silversmith Capital Partners is a Boston-based growth equity firm with $1.1 billion of capital under management.

Download the case study to learn more about how Implementing iLEVEL at the outset has helped Silversmith ensure data integrity, automate reporting and feel confident in its ability to scale the operations of the business.

Research, Resources and Announcements

Preparing for private equity’s data deluge

Hamilton Lane selects S&P Global’s EDM platform

The obstacles to better analytics adoption in private equity

Listen now: Private markets 360° podcast

PE CFOs struggle with regulation, complexity, and competition

Building diverse teams for the future of private markets

The changing approach to sustainable infrastructure investing

Bridging the GP-LP Data Gap

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.

Audiences:

Fund of Funds

Effortlessly collect data from your GPs and simplify reporting and investor communication.

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Investment Consultants

Easily view all of your clients’ private markets investments: fund investments, co-investments and direct investments, in one place

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Limited Partners

Effortlessly collect and consolidate data from your GPs on a centralized platform and analyze your investment portfolio to achieve a new level of visibility and control.

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Strategies:

Private Debt

Streamline workflows and enhance performance for pipeline & portfolio management, compliance and risk.

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Private Equity

Enhance investment data collection, centralize data storage, and automate the workflow to drive fundraising, reporting, analytics, compliance and valuations.

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Real Estate

Centralize asset data to visualize performance and enhance fundraising, reporting, compliance and more.

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Venture Capital

Simplify data collection from your companies, track performance and generate audit-ready valuations and reports.

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Solutions:

Private Market Solutions

It’s a new era for the private markets

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ESG Solutions

Flexible reporting to drive ESG transparency

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Valuation Software

Safeguard your valuation policy, centralize the process, and reduce time spent reporting with Qval

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Prism Virtual Data Room

Simplify data collection from your companies, track performance and generate audit-ready valuations and reports.

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Thought Leadership

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Case Study May 05, 2023

A private equity firm scales global technology adoption

Case Study Apr 17, 2023

A global asset manager realizes operational alpha in private markets

Blog Feb 03, 2023

Bridging the GP-LP Data Gap

Blog Jan 25, 2023

Private equity’s evolving approach to sustainable infrastructure investing

May 28

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In an increasingly digital world, the growing frequency of cyber-attacks is a concern for companies worldwide. Rea… https://t.co/eHYLRC3Tl3

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Over the past decade, global debt leverage has been trending upward — and exacerbated in part by the COVID-19 crisi… https://t.co/q7BjqIa3xY

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Market participants are watching for conditions needed to add momentum to APAC’s activity. Read our APAC coverage:… https://t.co/tTr4cff3TZ

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iLEVEL Portfolio Monitoring Software

Gain new visibility and control over your investment data

Turn your data into a differentiator

iLEVEL is now mobile

Access best-in-class managed services

Managed Data Services

Expert Services

Consultative Services

Client Testimonials

Trusted by industry leaders

Research, Resources and Announcements

Explore our Private Market Solutions

Audiences:

Strategies:

Solutions:

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