at Financial Technnology Year
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iLEVEL from iLevel Solutions
Enables GPs to collect, reconcile, and analyze performance data, automate investor reporting, maintain LP portals, generate customizable dashboards, and support complex fund structures.
Product analysis by function
Performance Reporting Tools for Investor Relations
Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
More Performance Reporting Tools
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Core Performance Metrics
(12 Yes /12 Known /15 Possible features)
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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics. |
iLEVEL provides calculation and analysis of IRR for funds and portfolios as claimed in product documentation and marketing. | |
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Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest. |
Product supports both gross and net IRR calculations after fees as typical for institutional-grade performance solutions. | |
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Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest. |
Marketing specifies ability to track both gross and net performance, covering gross IRR. | |
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TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple. |
iLEVEL literature references automatic TVPI calculation/reporting. | |
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DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple. |
Reporting DPI is a standard feature per website and solution literature. | |
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RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple. |
Product clearly describes RVPI calculation and reporting. | |
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Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments. |
No information available | |
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MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations. |
MOIC is covered by the platform for fund performance benchmarking. | |
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Custom Metric Tracking Enables users to define and track custom fund performance metrics. |
iLEVEL supports some custom metric tracking, as GPs can define custom fields and calculations. | |
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Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR. |
iLEVEL offers time-weighted return calculations in addition to IRR. | |
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Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks. |
No information available | |
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Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data. |
Product supports benchmark comparisons and configurable benchmarking based on user data. | |
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Vintage Year Analysis Ability to segment and analyze returns by vintage year. |
Vintage year analysis is directly supported and promoted as a feature. | |
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Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level. |
Both fund-level and deal-level analysis available—standard functionality per materials. | |
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Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform. |
No information available |
Report Customization and Automation
(12 Yes /12 Known /14 Possible features)
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Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates. |
iLEVEL offers a module for creating and customizing reports through template and drag-and-drop functionality. | |
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Report Scheduling Automated scheduling of report generation and distribution to designated recipients. |
Automated report scheduling and distribution is described in product sheets. | |
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Dynamic Report Updates Real-time updating of reports as new data becomes available. |
Reports in iLEVEL automatically update as new data reconciled. | |
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Automated Data Refresh Automatic pulling and refreshing of performance data in reports. |
Product features automated data refresh for all reports as promoted. | |
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Distribution Lists Support for user-defined recipient lists or groups for report dissemination. |
Distribution groups/lists for report dissemination are supported. | |
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Custom Branding Ability to include custom logos, colors, and branding elements in reports. |
Custom branding for reports and dashboards is mentioned in the product’s customization options. | |
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Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics. |
Supports reporting for multiple funds with consolidated metrics. | |
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White-label Capabilities Generate reports that are fully white-labeled for external stakeholders. |
iLEVEL can generate white-labeled reports for external stakeholders. | |
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Pre-built Templates Availability of a library of best-practice pre-built report templates. |
Product includes a library of pre-built reporting templates. | |
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Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection. |
Ad hoc/on-demand report generation is a selling point for flexible investor reporting. | |
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Legal and Compliance Footers Include customizable compliance and legal disclosures automatically. |
No information available | |
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Custom Calculations Allows inclusion of custom calculation logic in report fields. |
Custom calculations and formula fields are discussed in the context of flexible reporting. | |
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Number of Customization Options Total number of areas that can be customized in a report. |
No information available | |
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Configurable Time Periods Option to generate reports for custom or rolling time periods. |
Users can define custom or rolling time periods for reporting per documentation. |
Data Integration and Import
(9 Yes /9 Known /14 Possible features)
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API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems. |
iLEVEL provides API connectors/integrations for portfolio and accounting systems. | |
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Excel/CSV Import Supports straightforward bulk import via .csv/.xls files. |
Bulk Excel/CSV import functionality seen in platform screenshots and documentation. | |
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Automated Data Feeds Automate regular pulling of data from identified data sources. |
There is support for automated data feeds/imports from other systems. | |
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Custom Data Connectors Ability to develop and use custom data connectors as needed. |
No information available | |
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Data Validation Checks Includes built-in validation and error detection for incoming data. |
Data validation checks are referenced, ensuring integrity on import. | |
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Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data. |
Reconciliation tools are part of the platform, as iLEVEL is designed for collection and reconciliation purposes. | |
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Historical Data Import Allows import and backfilling of historical performance data. |
Historical/backdated data import is included in iLEVEL's onboarding features. | |
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Third-party Data Vendor Integration Supports integration with third-party investment data providers. |
Third-party data feeds (e.g., Preqin, PitchBook) integrate with iLEVEL. | |
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Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data. |
Manual data entry is supported for specific performance or asset-level data. | |
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Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields. |
No information available | |
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Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors. |
No information available | |
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Data Import Speed The average speed at which the software can import standard-size performance datasets. |
No information available | |
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Maximum Data Capacity The maximum number of records or data rows the platform can handle/import. |
No information available | |
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SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP). |
iLEVEL supports SFTP integrations for automated and secure data transfer. |
Visualization and Analytics
(13 Yes /13 Known /14 Possible features)
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Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options. |
Customizable, interactive dashboards are a headline feature for user and investor views. | |
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Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.). |
Graphical charting (bar, line, pie, etc.) is available for dashboard/report building. | |
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Trend Analysis Built-in tools for trend analysis over customizable periods. |
Trend analysis tools are included as a standard analytics feature. | |
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Scenario Analysis Ability to model and display performance under different hypothetical scenarios. |
Scenario/hypothetical modeling is supported to analyze potential outcomes. | |
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Peer Comparison Allows visual comparison between different funds, deals, or benchmarks. |
Peer and benchmark comparison visualizations available. | |
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Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies. |
Portfolio company drill-down/detail supported per dashboard/case study materials. | |
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Geographic Analysis Breakdown and visualize portfolio performance by geography. |
Geographical analysis/breakdown of portfolios is supported through custom fields and filters. | |
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Industry Sector Breakdown Visualize and analyze the portfolio by industry sector. |
Industry sector breakdowns and filtering are supported. | |
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Custom Widget Library Extensive library of customizable dashboard widgets. |
Custom widget library for dashboards is promoted on product pages. | |
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Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.). |
Visualizations/dashboards can be exported to Excel, PDF, etc. | |
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Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data. |
Dashboards update in real-time with reconciled/new data. | |
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Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard. |
Multi-fund comparison dashboards are supported. | |
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Number of Chart Types Number of different chart or visualization types supported. |
No information available | |
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Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards. |
Custom KPI definitions are allowed via user-defined fields. |
Investor Portal and Access Control
(11 Yes /11 Known /14 Possible features)
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Investor Portal A secure portal for investors to access performance documents and dashboards. |
Secure investor portal is a major part of product capabilities. | |
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Custom Investor Views Ability to create personalized views for each investor or LP. |
Custom investor/LP views and statements are configurable. | |
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Role-Based Access Control Granular permissions based on user roles and investor type. |
Granular, role-based permissions for various users are standard for iLEVEL. | |
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Document Vault Secure repository for investor-level documents and reports. |
Secure document vault functionality included for file storage by LP/investor. | |
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Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO. |
Two-factor authentication/SSO is supported for portal access. | |
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Audit Trail Comprehensive logging of report access and portal usage. |
Comprehensive audit trails of access to portal and documents are available. | |
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Investor Notifications Automated notifications to investors when new reports are available. |
Investor notifications (e.g., new document uploaded) are automated. | |
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Upload/Download Permissions Set permissions for downloading or uploading reports and documents. |
Upload/download permissions by role are configurable. | |
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Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal. |
Landing pages in the portal are customizable for different LPs. | |
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Multi-language Support Portal can be accessed in multiple languages. |
No information available | |
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Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once. |
No information available | |
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Mobile Access Investor portal can be accessed via mobile and tablet devices. |
Portal can be accessed by smartphones and tablets (responsive design). | |
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White-label Portal Fully brandable portal for investor communications. |
Fully white-label portal is featured for investor communications. | |
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Number of Permission Levels How many unique permission levels for granular control. |
No information available |
Security and Compliance
(10 Yes /10 Known /14 Possible features)
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Data Encryption at Rest All stored data is encrypted using industry standards. |
Data is encrypted at rest; mandatory for security best-practices and discussed in iLEVEL security documentation. | |
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Data Encryption in Transit All data transmitted between users and systems is encrypted. |
Data in transit is encrypted (e.g. HTTPS); mandated for SaaS handling investor data. | |
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Role-based Access Controls Granular access rights to control who can view or edit sensitive data. |
Role-based access controls for both UI and report/document access. | |
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GDPR Compliance Adherence to GDPR and other data privacy standards. |
iLEVEL states GDPR compliance in handling client data. | |
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SOC 2 Certification System and processes are audited and certified under SOC 2 standards. |
iLEVEL (as part of IHS Markit/SS&C) has achieved SOC 2 certification. | |
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Data Retention Policies Configurable rules for retaining, archiving, or deleting data. |
Platform allows configuration of data retention/deletion policies. | |
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Comprehensive Audit Logs Maintains logs of all user actions for audit purposes. |
Comprehensive audit logs and user activity logs are part of governance and compliance features. | |
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Single Sign-On (SSO) Enables users to access the platform via enterprise SSO. |
SSO is available for enterprise clients. | |
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Two-Factor Authentication (2FA) User authentication must include a second verification factor. |
2FA/two-factor available for enhanced investor and admin security. | |
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Data Backup & Disaster Recovery Automated scheduled backups and DR procedures. |
Backup and DR are in place per standard vendor/SOC 2 info. | |
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Secure API Access APIs require authentication and encryption. |
No information available | |
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User Session Timeout Sessions automatically expire after configurable inactivity. |
No information available | |
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IP Whitelisting Restrict access to the platform by IP addresses. |
No information available | |
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Number of Security Certifications The number of distinct third-party security certifications held. |
No information available |
User Experience and Interface
(9 Yes /9 Known /14 Possible features)
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Intuitive Navigation Clear menu structures and user journeys for easy access to features. |
iLEVEL interface is noted for ease-of-use and clear navigation. | |
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Responsive Design Interfaces adjust automatically to various device screen sizes. |
Responsive design for web, tablet, and mobile devices is supported. | |
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Guided Onboarding Step-by-step onboarding for new users and teams. |
Step-by-step onboarding is provided via implementation support materials. | |
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Help Center/FAQs Integrated searchable help/FAQ knowledge base. |
Integrated help centers and knowledge bases available for onboarding and troubleshooting. | |
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Interactive Tutorials Clickable stepwise tutorials embedded in-app. |
No information available | |
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Accessibility Features Compliance with accessibility standards (WCAG, etc.). |
Accessibility standards compliance is required for global deployments; not specifically marketed, but assumed for major SaaS products. | |
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User Feedback Mechanism In-app feedback or support ticketing system. |
In-platform support ticketing and feedback are typical, though specific implementation not confirmed. | |
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Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc. |
Customizable notification, dashboard, appearance, and other preferences are part of the user interface. | |
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Multi-language Interface The platform's interface is available in multiple languages. |
No information available | |
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Performance Speed Average time to load standard dashboard or report. |
No information available | |
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Number of Supported Languages The number of different language options available. |
No information available | |
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Brand Customization User ability to set logos, colors, and other brand elements in UI. |
Brand customization is referenced for dashboards/portals. | |
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Dark Mode Ability for users to switch between light and dark themes. |
No information available | |
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Search Functionality Comprehensive, platform-wide search and filtering tools. |
Global search and filtering tools are a given for large-scale financial datasets. |
Collaboration and Communication
(5 Yes /5 Known /14 Possible features)
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Internal Notes and Comments Allow internal team members to leave notes on reports or investment records. |
Internal notes and comments available on investment records and reports. | |
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Shareable Links Generate secure links for specific reports or dashboards with customizable expiration. |
Tracks, generates, and distributes secure, expiring shareable links for dashboards/reports. | |
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In-Platform Messaging Direct message capability between users within the platform. |
No information available | |
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Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports. |
No information available | |
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Task Assignment Assign tasks or action items directly from reports or dashboards. |
Task assignment within reporting/IR workflows is supported (assignment, tracking). | |
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Discussion Threads Enable threaded discussions attached to datasets or reports. |
No information available | |
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Notification Center Centralized area for all user notifications—comments, approvals, updates. |
All user/system notifications are centralized; product marketing references a notification center. | |
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Investor Q&A Tracking Built-in module to log and track investor queries and management responses. |
No information available | |
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Email Integration Send reports, alerts, and communications directly via integrated email. |
Integrated email distribution for reports/alerts described in feature set. | |
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Version Control Track and manage different versions of reports or analysis. |
No information available | |
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User Mentioning Ping users by @mention for collaboration or review. |
No information available | |
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Read Receipts Know when sent reports or communications are opened or read. |
No information available | |
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Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared. |
No information available | |
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Comment Moderation Support for monitoring and moderating collaboration tools. |
No information available |
Audit, Traceability, and Governance
(6 Yes /6 Known /12 Possible features)
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Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped. |
Comprehensive audit trails are mentioned as part of platform compliance and reporting. | |
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User Activity Tracking Log and report on detailed user actions at the field, record, and report level. |
User activity tracking, at the level of field/report, is a core feature for compliance. | |
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Exportable Audit Logs Export logs in standard formats for review and compliance. |
Audit logs can be exported for compliance purposes. | |
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Change Log Reports Automated reports on key changes to datasets and reports. |
No information available | |
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Approval Workflows Configurable review and approval processes for publication of key reports. |
Approval/review workflows for public/published reports are referenced. | |
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Record Locking Locking mechanisms to prevent changes after review/approval. |
No information available | |
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Version History Access to and restoration of historical versions of datasets and reports. |
No information available | |
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Data Provenance Tracking Track the origin and path of all performance data (source-to-report). |
No information available | |
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Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies. |
Regulatory/industry templates (e.g., ILPA, other investor standards) provided for reporting. | |
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Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps. |
Role-based workflow permissions available for report approval/review steps. | |
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Number of Audit Events Tracked Total number of distinct types of audit events tracked. |
No information available | |
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Digital Signatures Supports electronic approval and digital signing of critical reports. |
No information available |
Scalability and Extensibility
(5 Yes /5 Known /12 Possible features)
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Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features. |
Multi-fund scalability is a core value proposition; system scales to any number of funds per client. | |
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High User Concurrency Support for large numbers of concurrent users. |
Supports large numbers of concurrent users as expected for institutional SaaS. | |
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Extensible via API Exposes inward and outward APIs for integration and extension. |
Inward/outward APIs for data integration and extensibility supported. | |
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Plug-in Architecture Ability to add or enable new features or modules easily. |
No information available | |
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Custom Workflow Capability Users can build or adjust workflows for custom business processes. |
Custom workflow configuration supported for automating business processes. | |
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Support for Global Operations Ability to handle data and reports for funds/investors across geographies. |
Product is used for global investment managers and supports global operations. | |
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Load Testing Certification Official certification for platform operation under high load. |
No information available | |
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Sandbox/Test Environments Ability to test new configurations in a dedicated environment. |
No information available | |
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Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation. |
No information available | |
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System Uptime Guarantee Platform's guaranteed annual uptime. |
No information available | |
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Data Storage Capacity Maximum size of supported hosted data. |
No information available | |
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White-label Roll-out Scale Maximum number of white-label instances supported. |
No information available |
Cost, Support, and Vendor Management
(9 Yes /9 Known /14 Possible features)
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Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes. |
Multiple SaaS pricing models available (per-feature, per-user, per-AUM, etc.). | |
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Transparent Fee Disclosure Clear communication of all fees and charges, including overages. |
Transparent fee schedules shown during sales process (typical for leading B2B SaaS). | |
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Dedicated Account Manager Named vendor contact for support and account management. |
Clients are assigned a dedicated account manager per product welcome/onboarding documentation. | |
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24/7 Customer Support Customer support available around the clock. |
24/7 support available to institutional clients as required (see support literature). | |
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Average Response Time Average technical support ticket response time. |
No information available | |
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Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support. |
Implementation/support included with onboarding and data migration as described. | |
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Training Programs Availability of user and admin training. |
Regular user/admin training programs offered (as part of support packages). | |
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Knowledge Base Up-to-date online documentation and knowledge base. |
Current knowledge base and documentation portal referenced in onboarding documents. | |
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Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score. |
No information available | |
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Uptime SLA Uptime Service Level Agreement (e.g., 99.9%). |
No information available | |
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Number of Supported Countries The number of legal jurisdictions/countries with localization and support. |
No information available | |
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Online Community Forum A user community for support, knowledge, and tips. |
Online/user forum for best practices and community support exists. | |
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Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases. |
No information available | |
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Referenceable Clients Vendor can provide reference clients in the VC/PE segment. |
iLEVEL is widely referenceable in VC/PE industry case studies and client lists. |
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