iLEVEL Portfolio Monitoring Software
Gain Visibility and Control Over Your Private Investment Data
Optimize the flow of private investment data and create a single source of truth to make informed investment decisions, meet regulatory requirements, and communicate transparently with investors, auditors, and other stakeholders.
iLEVEL is a transformational portfolio monitoring solution that is used by more than 700 asset managers and allocators to streamline data collection, portfolio analytics, valuations, peer comparables, cash forecasting, and reporting workflows.
iLEVEL is complemented by S&P Global’s wider range of private markets software, services, data, and expertise, including our best-in-class S&P Capital IQ Pro data, Advisory and Expert Services, and Managed Data Services.
Key Features of iLEVEL
Workflow Automation
Automate your manual reporting and data collection processes so you can focus on investment decision-making.
Performance Analysis
Visualize and analyze portfolio performance using customizable, interactive dashboards.
Benchmarking
Benchmark your portfolio and individual funds using our native integration with Cambridge Associates’ benchmarks, or other third-party and custom benchmarks.
How Does iLEVEL Work?
Portfolio Monitoring
iLEVEL empowers users to perform detailed analysis and reporting across their entire private market investment portfolios. You can answer questions about exposure to specific industries and geographies, drilling all the way down to the private asset or portfolio company level.
The platform is supported and supplemented by our broad and deep suite of services that deliver best-in-class implementations, ongoing support, outsourcing operations, and change management.
Managed Services
iLEVEL Benefits
Flexible Data Ingestion
Collect data from GPs or portfolio companies using a variety of methods tailored to your firm’s unique requirements and map financial data to a standard chart of accounts.
Dashboards and Reporting
Create and refresh visualizations on the web and mobile or automate your existing spreadsheet-based reports and investor reporting packs.
Performance and Benchmarks
Calculate performance, manage peer comparable workflows, slice-and-dice data, and compare your track record with PMEs or benchmarks from Cambridge Associates.
Extensive Services and Supports
Draw from a deep bench of industry experts who provide implementation, ad-hoc project support, best practices and data processing services.
Open Platform
Integrate accounting systems, data warehouses, and BI tools using our modern API framework, package or Open Data Connections (ODATA).
Request Follow Up
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. Complete the form to see the tool in action.