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iLEVEL Portfolio Monitoring Software

Gain new visibility and control over your investment data

For General Partners, Limited Partners and Fund of Funds, iLEVEL streamlines data collection and drives best-practice 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.

Turn your data into a differentiator

Automated Data Collection

Streamline data collection across your portfolio and consolidate the data into a central repository that serves as a single source of truth for the entire firm.

Automated Reporting

Meet complex LP reporting needs, demonstrate value creation and generate reports in a few clicks with a simplified, automated, template-driven process.

Deeper Insights

Analyze and visualize fund and asset performance, including portfolio-wide, individual asset reporting and KPIs, with fully customizable, interactive dashboards and reports.

Faster Fundraising

Produce DDQs, respond to requests and secure commitments faster – data consolidated in the cloud from emails, PDFs and spreadsheets is easier to find, cut and share in any format.

ESG Reporting

Streamline manual processes around ESG for your portfolio with our solutions for data collection, workflow management, data aggregation and reporting. Pair ESG data with financial and performance data to drive insights for differentiated fundraising and evaluate the impact of your ESG initiatives.

Mobile Access

Get the iLEVEL mobile app for an interactive, 360 view of your portfolio data and fund performance, plus access to company details and documents.

Solutions for every asset class and participant

Our solutions delivers data and workflow platforms customized to the needs of a wide range of asset classes and market participants. Explore the solutions available for your unique needs:

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