Centralized, Trusted Repository
Scrub, reconcile and consolidate your valuation data in a centralized database – along with assumptions, rationale and supporting documents that are organized, easy to manage and accessible from any location or device.
Analysis and Scenario Modeling
Track performance at the company and portfolio level, compare results over any period of time, and generate investment intelligence with automated decision support for waterfall distributions, term-sheet analysis and scenario modeling.
Generate IPEV-compliant reports using formulas that have been approved, reviewed or accepted by auditors. Export valuation reports to Excel or PDF with one click.
Secure Auditor / Advisor Portals
Grant auditors and advisors secure, read-only access to a digital portal where they can review reports and trace data back to the original source documents.
Add valuation capabilities seamlessly to the iLEVEL portfolio management platform and flow the data directly from the portfolio into multiple scenarios.