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iLEVEL from iLevel Solutions
Portfolio monitoring, investment tracking, on-demand analytics, LP reporting, document collection, performance metrics, and data visualization tailored for VC and other private market investors.
Product analysis by function
VC Firm Management Software for Operations and Finance
Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
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Fund & Deal Management
(8 Yes /8 Known /10 Possible features)
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Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit. |
iLEVEL offers deal pipeline tracking and visualization tools for VC deal flow management. Cited in product overview. | |
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Customizable Deal Stages Ability to configure and rename stages to match specific VC processes. |
Customizable stages for deal workflow are mentioned in iLEVEL documentation and marketing literature. | |
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Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage. |
Automated collection of reporting documents is included among iLEVEL features. | |
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Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents. |
Portfolio company profile tracking and central document storage/metrics are included in the product's portfolio monitoring. | |
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Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics. |
Fund performance metrics including IRR, TVPI, DPI, etc., are monitored in iLEVEL. | |
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Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments. |
Valuation updates and tracking is a standard iLEVEL feature as shown in platform descriptions. | |
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Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds. |
Detailed cap table tracking across funds and deals is an iLEVEL function. | |
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Multi-Fund Support Handles data and tracks performance metrics for multiple funds. |
Multi-fund support is a core iLEVEL feature, serving multi-fund structures. | |
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Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments. |
. | No information available |
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Lead Tracking System for managing inbound and outbound deal leads. |
No information available |
Workflow & Task Management
(4 Yes /4 Known /10 Possible features)
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Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload. |
iLEVEL offers automated scheduled assignments and workflow rules for task management. | |
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Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs. |
iLEVEL supports custom workflow automation for data approval and reporting processes. | |
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Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines. |
No information available | |
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Deadline Reminders Automated notifications for approaching tasks and milestones. |
Deadline reminders and alert notifications are included in iLEVEL workflow features. | |
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Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency. |
No information available | |
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Gantt Chart Visualization Visual project tracking using Gantt charts. |
No information available | |
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Dependency Tracking Tracks dependencies between tasks and flags bottlenecks. |
No information available | |
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Recurring Task Scheduling Supports scheduled tasks for routine processes. |
No information available | |
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Approval Workflows Multi-level approval processes for expenditures or investment decisions. |
Approval workflows, especially for data and document entry, are present according to product use cases. | |
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Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time. |
No information available |
Team Collaboration & Communication
(7 Yes /7 Known /10 Possible features)
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Built-In Messaging Enables direct messaging and group discussions within the platform. |
No information available | |
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Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail). |
Email integration is mentioned for workflow notification and communication. | |
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Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration. |
No information available | |
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Shared Document Editing Allows real-time collaborative editing of files and presentations. |
Shared document editing and collaborative data entry described in product features. | |
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Commenting and Mentions Supports context-based comments and user mentions in documents. |
Commenting is available within document/data workflows. | |
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Notifications and Alerts Real-time notifications for messages, changes, and deadlines. |
Notifications/alerts for workflow and tasks documented in product overview. | |
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Calendar Sharing Team-wide access to shared calendars and schedules. |
No information available | |
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Knowledge Base/Wiki Central repository for institutional knowledge and best practices. |
Central repository (knowledge base) functionality is referenced in documentation. | |
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Granular Permission Controls Customizable access permissions by document or deal. |
Granular permission settings by user, document, and deal are supported (see security documentation). | |
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Activity Log/History Logs all user activities and changes for audit trails. |
Activity log and audit trail functionality is standard for compliance in iLEVEL. |
CRM & Relationship Management
(4 Yes /4 Known /10 Possible features)
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Contact Management Centralized contact records with custom fields and relationship mapping. |
Contact management for investors and portfolio stakeholders is available. | |
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Interaction Tracking Logs meetings, calls, and emails for all key stakeholders. |
Interaction tracking (emails, meetings, etc.) included as part of stakeholder monitoring. | |
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Automated Follow-Ups Systematically schedules and reminds follow-up communications. |
No information available | |
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Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis. |
No information available | |
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Bulk Email Capability Send group communications to LPs or other stakeholders. |
No information available | |
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Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights. |
Deal flow analytics, including conversion and relationship insights, are available in dashboards. | |
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Relationship Timeline Chronological view of all interactions with a person or entity. |
No information available | |
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Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn). |
No information available | |
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Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists. |
No information available | |
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Reporting for LP Updates Generates tailored communications and reports for Limited Partners. |
Custom and standardized reporting for LP updates is one of iLEVEL’s primary value propositions. |
Reporting & Analytics
(10 Yes /10 Known /10 Possible features)
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Custom Report Builder Facilitates creation of custom dashboards and reports. |
Custom dashboard/report builder is featured in the product’s reporting capabilities. | |
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Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual). |
Product includes templates for common VC and LP report styles. | |
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Data Visualization Tools Graphical representation of performance metrics and trends. |
Advanced data visualization tools for performance and portfolio analytics. | |
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Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals. |
Reports can be scheduled for regular distribution to stakeholders, including LPs. | |
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Export Options Supports data export in various formats (Excel, PDF, CSV). |
Data can be exported in Excel and PDF formats (stated on product FAQ/support docs). | |
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Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics. |
Real-time KPI tracking dashboards present in iLEVEL platform. | |
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Historical Data Analysis Trends and growth analyses over time for deals/funds. |
Historical data and trends are visualized and analyzed as a core offering. | |
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Scenario Analysis Projects outcomes based on hypothetical deal or fund changes. |
Scenario and what-if analysis is part of portfolio analytics suite. | |
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Benchmarking Tools Compares performance against industry standards or custom metrics. |
Benchmarking against public and custom peer sets is available (feature list). | |
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Drill-Down Analytics Enables users to explore underlying data for each KPI. |
Drill-down analytics are available in dashboard and report interfaces. |
LP (Limited Partner) Management
(9 Yes /9 Known /10 Possible features)
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LP Portal Secure online interface for LPs to view investment information and reports. |
LP Portal for secure LP data interaction and reporting distribution is a primary iLEVEL function. | |
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Commitment Tracking Tracks LP commitments, capital calls, and distributions. |
LP commitment and capital call tracking is supported (see product collateral). | |
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Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares. |
Automated capital call notifications are included (see capital call automation docs). | |
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Distribution Management Handles payments and notifications regarding distributions to LPs. |
Distribution management to LPs is handled through workflow features. | |
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Document Vault Repository for K-1s, investment statements, and other LP documents. |
Document vault for LP reports, K-1s, and related materials is included. | |
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Performance Reporting for LPs Custom views and reports tailored to LP requirements. |
Performance reporting tailored for LP needs, with configurable views. | |
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E-signature Integration Allows LPs to execute documents electronically. |
No information available | |
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Access Control for LPs Customizable access privileges for individual LPs or LP groups. |
LP-level access control and permissioning are specified in client-facing documentation. | |
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Individualized Communication Logs Stores history of communications with each LP. |
Individual communication history with LPs tracked in the system. | |
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Multi-currency Support Tracks commitments and transactions in diverse currencies. |
Multi-currency support is available for global investors/funds (see product info). |
Financial Operations & Accounting
(8 Yes /8 Known /10 Possible features)
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General Ledger Integration Integrates with GL/accounting software for seamless financial tracking. |
Standard integrations with leading GL/accounting systems are listed on iLEVEL's integrations page. | |
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Automated Reconciliation Matches transactions against bank/investment records automatically. |
Automated reconciliation for bank and investment transactions through GL integration. | |
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Expense Tracking Tracks and categorizes all firm-related and fund-related expenses. |
Expense entry and categorization available for fund and firm operations. | |
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Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies. |
Invoice management for payables and receivables can be handled via integrated workflows. | |
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Audit Trail Reporting Maintains immutable logs for all financial transactions/actions. |
Immutable audit trails maintained for all transactions and data modifications. | |
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Bank Feed Integration Direct feeds from bank accounts for real-time transaction data. |
No information available | |
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Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements. |
iLEVEL offers a flexible chart of accounts as part of its GL integration. | |
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Multi-entity Accounting Handles books for multiple entities/funds in one platform. |
Supports multi-entity accounting for complex fund structures. | |
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Automated Payments Facilitates batch payment processing to vendors or LPs. |
No information available | |
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Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels. |
Budgeting and forecasting tools for fund managers are featured in product collateral. |
Compliance & Security
(6 Yes /6 Known /10 Possible features)
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Role-Based Access Control Granular user permissions based on job roles and groups. |
Granular, role-based access controls are detailed in iLEVEL's security documentation. | |
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Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption. |
Data encryption in transit and at rest is a standard for the platform. | |
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Audit Logging Comprehensive tracking of user activity and data access. |
Full audit logs for access and changes are available for compliance. | |
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Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements. |
Regulatory reporting, including AIFMD and SEC, is a supported feature for private market clients. | |
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GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations. |
GDPR and other privacy compliance standards are referenced in platform documentation. | |
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Document Retention Policies Automated enforcement of document retention and deletion cycles. |
No information available | |
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SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication. |
Single sign-on and two-factor authentication are available for enterprise-level security. | |
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Password Policy Enforcement Ensures users comply with best-practice password management. |
No information available | |
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Incident Response Logging Tracks and documents security or compliance incidents. |
No information available | |
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Automated Compliance Checks Detects and flags potential breaches of compliance in real time. |
No information available |
Integrations & API Connectivity
(7 Yes /7 Known /10 Possible features)
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Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems. |
Pre-built integrations are offered with leading industry CRMs, ERPs, and accounting systems. | |
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REST API Access Comprehensive developer access to all system endpoints. |
Open REST API for third-party/developer access is mentioned in product documentation. | |
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Webhooks Event-based notification system for integrating with other apps. |
No information available | |
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Custom Integration Toolkit Resources and documentation for building custom connectors. |
Custom integration toolkit/documentation is available for tailored connections. | |
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Mobile App Integration Support for iOS/Android companion apps. |
Mobile app connectivity is supported for iOS/Android (iLEVEL mobile app availability). | |
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Data Import/Export Tools Facilitates migration of data into or out of the platform. |
Data import/export tools, including bulk import, are available for onboarding and offboarding. | |
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Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates. |
No information available | |
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Single Sign-On (SSO) Integration Central user authentication via existing SSO providers. |
SSO integration for unified user authentication is supported. | |
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Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers. |
Integration with third-party market and financial data feeds is described in partner documentation. | |
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Customizable API Rate Limits Set rate limits for API requests. |
No information available |
Data Storage, Import & Migration
(8 Yes /8 Known /10 Possible features)
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Cloud-Based Storage All data securely stored in a managed, scalable cloud environment. |
Cloud-based storage and managed secure environment, as described in product and security literature. | |
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Bulk Import Tools Efficiently upload historical data and documents in bulk. |
Bulk import tools for historical data and documents are available (onboarding support). | |
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Data Deduplication Prevents creation of duplicate records upon import or entry. |
No information available | |
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Migration Support Services Technical support for onboarding from legacy systems. |
Product offers onboarding support for data migration from legacy systems. | |
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Automated Backups Regular, scheduled backups of all stored information. |
Automated scheduled backups part of the platform's data integrity assurances. | |
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Storage Capacity Total data storage available per account. |
No information available | |
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Version Control Keeps historical versions of documents and data entries. |
Version control for documents and data changes is referenced in compliance documentation. | |
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Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards. |
Secure data erasure described in iLEVEL’s compliance and regulatory documentation. | |
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Data Import Validation Checks for integrity, completeness, and format of imported data. |
Data import validation checks for data integrity and format as listed in migration guides. | |
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Role-Based Data Access for Storage Limits data access based on user function/role. |
Role-based controls for data access to storage are available (documentation). |
Usability & Customization
(7 Yes /7 Known /10 Possible features)
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Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics. |
Customizable dashboards and reporting layouts are supported in iLEVEL. | |
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Theme/Brand Customization Adapt look and feel to firm branding guidelines. |
Firm/brand theming for client-facing reporting and dashboards is available (marketing materials). | |
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Workflow Customization Adapt processes and approvals to firm preferences. |
Workflow customization for various fund/process requirements is described. | |
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User Training Resources Access to documentation, videos, and onboarding materials. |
User training resources and knowledge base are referenced in client onboarding materials. | |
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Role-Based Interfaces User experiences tailored to job responsibilities. |
No information available | |
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Multi-Language Support Packages localized for global teams. |
Multi-language support referenced as an option for global VC teams. | |
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Performance SLAs Guaranteed minimum performance metrics (e.g., response times). |
No information available | |
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Mobile-Friendly Interface Optimized user experience on smartphones and tablets. |
Mobile-friendly interface available, including browser-based and native app experiences. | |
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Accessibility Features Compliance with WCAG ADA accessibility standards. |
No information available | |
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In-App Support On-demand help and live chat for users from within the platform. |
In-app support via help center and live support chat is offered. |
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