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Private Equity Portfolio Management Solutions

Data-driven Solutions for Private Equity

Centralize and use your data to drive fundraising, reporting, investment insights, compliance, valuation and more. 

Streamline operations and enhance performance using our world-class solutions

 

Data Collection

Collect and centralize data effortlessly with iLEVEL’s integrated suite of tools and services to turn your data into actionable insights.

 

Portfolio Management

Track and analyze private equity investment performance at the portfolio, fund and individual asset levels.

 

Investor Reporting

Simplify complex LP reporting, satisfy ILPA best practices, generate quarterly reports in a few clicks and share documents with investors via a secure LP Portal.

 

Valuation and Audit

Run IPEV-compliant private equity valuation reporting through our integrated valuations solutions.

 

Reporting and Analytics

Visualize, analyze and report on private equity portfolio performance using the customizable and interactive dashboards and reports on iLEVEL’s web portal, iPad app or Excel add-in.

 

Performance and Benchmarks

Evaluate internal investment performance in real time and run performance calculations, such as IRRs or multiples, and benchmark your portfolio against public indices, such as the S&P 500, MSCI index or Russell 1000.

 

One to Many File Sharing

Share confidential documents securely in the context of fundraising, due diligence or internal projects with VDRs or communicate regular investor reporting leveraging an LP Portal, all on one platform.

 

Board Portal

Centralize board of director reporting from portfolio companies through our Board Portal that provides a secure single platform across devices.

Fundraising

Secure commitments faster by leveraging iLEVEL’s centralized cloud data and Excel add-in to respond with ease to data requests, such as RFIs and DDQs and share any fundraising reports with potential investors.

ESG Reporting

Collect ESG metrics from your portfolio companies and analyze risk in a timely and consistent manner that enhances investment decisions.

Asset Monetization

Expedite transactional workflow and realize maximum value in all deal processes by posting relevant documentation to a VDR.

Full-Service Valuations

Find objective company valuations based on peer comparisons and a database of public company data. Our standard methodology is free from analyst bias, with all parameters determined by public peer company data and automatically adjusted based on points of difference between the portfolio company and the peer group.

Advisory Services

Obtain income attribution reports, which allocate enterprise value across the company’s capital structure or between SPVs in the investment hierarchy. Using our private equity and OTC valuation capabilities, we prepare stock option valuations for private companies. We also provide information on AIFMD valuation options and can perform methodology reviews to assess third-party processes against industry standards or against our in-house methodologies.


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