Data-driven solutions for Investment Consultants
Actively monitoring multiple discretionary or advisory portfolios of private investments is a critical part of an investment consultant’s fiduciary responsibility. A significant amount of time is spent collecting and organizing data to create client reports and quarterly presentations, and to answer countless ad-hoc queries from clients about their portfolios. This leaves little time for investment consultants to focus on their core business. Our portfolio monitoring software, iLEVEL, offers investment consultants and discretionary advisors a real-time view of their clients’ private markets portfolios. iLEVEL enables investment consultants to view all their clients’ private markets investments: fund investments, co-investments and direct investments, in one place. With data centralized, iLEVEL’s customizable, SaaS-based dashboards provide the ability to answer ad-hoc client questions in seconds. Creating investor reports and updating quarterly client presentations are all streamlined with iLEVEL’s reporting and data standardization. Over 650 Limited Partners and General Partners globally trust iLEVEL for their portfolio monitoring from investment consultants, fund of funds, and sovereign wealth funds to some of the most sophisticated private equity and venture capital managers.
