What is iLevel?

iLevel is a portfolio monitoring software designed to provide transparency and insight into alternative investment portfolios. Utilized by both general partners and limited partners, it serves as a comprehensive tool for streamlining data collection, monitoring, analytics, valuation, and reporting. iLevel manages the flow of investment data, effectively creating a single source of truth, which is pivotal for making informed decisions and facilitating communication with stakeholders.

The software is widely adopted, with more than 700 alternative asset managers and institutional investors leveraging its capabilities. iLevel collects and centralizes critical investment information, offering advanced customizable reporting features and interactive dashboards that are essential for visualizing and analyzing portfolio performance. Additionally, iLevel supports fundraising efforts through efficient responses to data requests and the sharing of materials.

iLevel is not just a static tool but a dynamic service that continuously improves its user experience. It offers mobile accessibility through apps, an easy-to-use API for integration, and flexibility through web-based access and an Excel add-in. Moreover, iLevel offers managed data services and consultative services, focusing on best practices in portfolio monitoring and reporting, including ESG considerations.

As a solution specifically tailored for the private capital asset class, iLevel is instrumental across private equity, venture capital, real estate, private debt sectors, and beyond. It aids in ensuring data integrity, automating manual processes, and providing scalability in operations, which is essential for organizations to comply with regulatory scrutiny and achieve visibility into their investment portfolios.

iLevel Plugins for Excel

Development and Popularity

The iLevel plugin is developed by Rackspace and has gained popularity with its most notable versions being 6.6, 7.0, and 7.1. It is related to other Excel utilities such as Kutools for Excel, Dose for Excel, and Unit Converter for Excel. An upcoming review by Software Informer is expected to provide an in-depth analysis of the plugin's capabilities and features.

Benefits of Using iLevel Plugins

iLevel plugins are designed to enhance insight into investment portfolios and automate data collection and reporting, thereby aiding in decision-making processes. These plugins are particularly useful for communicating with auditors and are tailored to work with alternative investment portfolios. Available on a web-based platform, iLevel plugins offer an Excel add-in feature and are mobile, allowing for flexible and on-the-go access to investment data.

Comparison with Other Excel Plugins

The iLEVEL Excel plugin stands out by enabling users to seamlessly pull data from the cloud into Excel and vice versa. This two-way data transfer is streamlined, making it an efficient tool for users who require constant data interaction between Excel and cloud services.

Common Use Cases

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  Use case 1: Portfolio managers utilize the iLevel Excel plugin to create customizable, interactive dashboards for visualizing and analyzing portfolio performance.
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  Use case 2: Investment firms employ the plugin to automate and streamline their data collection and management, ensuring a single source of truth for investment data.
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  Use case 3: Analysts use the iLevel Excel Add-in to generate advanced, customizable reports to enhance limited partner (LP) relationships.
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  Use case 4: Compliance officers leverage the plugin to assist in global platform adoption, ensuring adherence to various regulatory standards.
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  Use case 5: Fundraising teams adopt the iLevel plugin to transform fundraising efforts by securely and efficiently responding to data requests and sharing materials.

Frequently Asked Questions

What is the purpose of the iLevel Excel plugin?

The iLevel Excel plugin facilitates the management of investment data for general partners and limited partners, streamlines data collection, monitoring, analytics, valuation, and reporting, and assists in informed decision-making.

How does the iLevel Excel plugin support data management?

It enables users to manage the flow of data and create a single source of truth, includes customizable dashboards for visualizing performance, and offers an API for flexible data access.

Can the iLevel Excel plugin integrate with other reporting tools?

Yes, the plugin facilitates integration with reporting tools and is integrated with tools that support streamlined data collection and reporting.

What sectors can benefit from using the iLevel Excel plugin?

The plugin is applied in various sectors including private equity, venture capital, real estate, and private debt, and assists in standardizing data collection templates and workflows.

How does the iLevel Excel plugin aid communication with potential investors?

It aids in responding to data requests and sharing materials with potential investors, and includes a virtual data room for managing fundraising and investor communications.