Limited Partner Software and Solutions

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Data-driven solutions for Limited Partners

Actively monitoring a portfolio of private investments is a critical part of a Limited Partner’s fiduciary responsibility. As a result, many firms spend large amounts of time collecting and analyzing data and still struggle to gain comprehensive, real-time visibility of their exposures or to answer simple questions about their portfolio.

Our portfolio monitoring software, iLEVEL, offers LPs a real-time view of their portfolio and enables them to answer questions in seconds about their exposures or assess their performance against the market’s preferred benchmarks. The platform enables LPs to analyze their total Private Markets portfolio: fund investments, co-investments and direct investments, in one place.

Over 250 Limited Partners globally trust iLEVEL for their portfolio monitoring, from sovereign wealth funds, superannuation funds, investment consultants, fund of funds, public and private pension plans, insurance companies, endowments, foundations and family offices.

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GP Survey Results: AI, tech, ESG and regulation

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Private Markets Solutions Explore our full range of solutions for the private markets

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Why iLEVEL?

Transparency – Drill down to see fund portfolio company holdings and holdings overlap across your portfolio; answer questions in seconds about exposure by region, country, sector or currency

Customizable – View performance of your funds and group funds according to your own specific investment hierarchy. Build custom reports and ad hoc analyses using our intuitive Excel Add-In

Connected – Enhance your reporting and operations by connecting iLEVEL to your data ecosystem, both upstream (CRM) and downstream (books of record, custodians, etc.) via APIs and easy-to-use tools

Implementation Experts – We’ve completed 650+ implementations for LPs and GPs ranging from out of the box environments to highly customized solutions. We have the resources and expertise to get clients up and running quickly

Complete View – See your fund investments, co-investments and direct investments on one platform

Deeper Analysis – Respond to data requests with ease and securely share materials with potential investors. Leverage our built-in cash forecasting module to generate dynamic, insightful investment cash flow models (custom or Takahashi Alexander).

Mobile and Secure – Access your data from anywhere in the world via iLEVEL on your laptop, tablet or phone

Track ESG Metrics – Track ESG metrics from your GPs with iLEVEL to analyze risk in a timely and consistent manner that enhances investment decisions

Transforming Visibility and Reporting with iLEVEL

PensionDanmark Case Study

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Our Best-in-Class Managed Data Services

LPs leverage our Managed Data Services to give themselves more bandwidth to focus on investment management and monitoring. Our Managed Data Services team collects and consolidates data from your GPs to assure your portfolio data is always there for you in iLEVEL – timely, accurate and secure. Data captured includes capital calls, distributions, fund investment valuations, underlying fund holdings, portfolio company performance and operating metrics.

Tech Enabled

We’ve invested in the most advanced technology available in the market to process data reported by GPs; customers get access to the highest quality data at speeds that are unmatched in the industry.

Experience Matters

Our team of more than 100 private markets data professionals have unmatched experience in private markets dating back to the early 1990s.

Size and Scale

We’re processing data on more than 9,000 funds across every private market strategy.

Accountability

Know the status of document processing in real-time with transparent tracking.

Record Keeping

We offer a document repository so LPs no longer have to organize and maintain GP reported files.

Explore our Private Market Solutions

Our expertise spans across the full range of private market investment strategies, with technology that serves fund managers, institutional investors, advisory firms and more.

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Private Markets Solutions

Explore the full range of solutions for private markets from S&P Global Market Intelligence.

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Private Debt

Streamline workflows and enhance performance for pipeline & portfolio management, compliance and risk.

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iLEVEL

It’s a new era for the private markets

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Real Estate

Centralize asset data to visualize performance and enhance fundraising, reporting, compliance and more.

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Venture Capital

Simplify data collection from your companies, track performance and generate audit-ready valuations and reports.

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Private Equity

Enhance investment data collection, centralize data storage, and automate the workflow to drive fundraising, reporting, analytics, compliance and valuations.

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Sustainability Solutions

Flexible reporting to drive ESG transparency

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Valuation Solutions

Safeguard your valuation policy, centralize the process, and reduce time spent reporting with Qval

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Prism Virtual Data Room

Simplify data collection from your companies, track performance and generate audit-ready valuations and reports.

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Limited Partner Software and Solutions

Data-driven solutions for Limited Partners

Why iLEVEL?

Transforming Visibility and Reporting with iLEVEL

Our Best-in-Class Managed Data Services

Tech Enabled

Experience Matters

Size and Scale

Accountability

Record Keeping

Explore our Private Market Solutions

Private Markets Solutions

Private Debt

iLEVEL

Real Estate

Venture Capital

Private Equity

Sustainability Solutions

Valuation Solutions

Prism Virtual Data Room