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.
Meet complex LP reporting needs, demonstrate value creation and generate reports in a few clicks with a simplified, automated, template-driven process.
Analyze and visualize fund and asset performance, including portfolio-wide, individual asset reporting and KPIs, with fully customizable, interactive dashboards and reports.
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.
Track and report on ESG (using 29 best-practice metrics that are most relevant to investors seeking data from portfolio companies and PE or VC funds) or customize metrics based on investor needs or portfolio-company requirements.
Get the iLEVEL mobile app for an interactive, 360 view of your portfolio data and fund performance, plus access to company details and documents.