Who Uses This Software?

Buyout, energy, infrastructure, distressed, mezzanine, venture, growth equity, real estate, credit funds, fund sponsors, co-investors, funds of funds, fund admins,and institutional investors.


Average Ratings

2 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • Ipreo
  • pcm.ipreo.com/
  • Founded 2009
  • United States

About iLEVEL

The iLEVEL platform streamlines and consolidates your data in the cloud, making it easier to access, update, analyze, verify, and share with colleagues and clients. iLEVEL dramatically reduces the time and effort expended by your front and back offices while supporting a new level of integrity, insight, and responsiveness for the entire firm.


iLEVEL Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll / Commission
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

iLEVEL Reviews Recently Reviewed!

iLEVEL at General Atlantic

Feb 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - The fundamental data structure
- Quality of the technology platform

Cons: - Lack of flexibility in portal design / layout (it is still very well done but there are several areas where being able to customize the visualization on the portal would be very helpful)

Overall: We have used iLEVEL for more than three years and have had an excellent experience. The platform is very well designed and the company is very high quality across the board ranging from fundamental technology through customer service and support. iLEVEL has allowed us to improve and expand almost every single process at our firm, and has done so without the need to add headcount or require external consulting. The focus of iLEVEL in the area of ongoing development of their platform is also very impressive.

Customizable, easy to use, and great for normalizing the financial statements uploading process

Jan 31, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Well thought out software by private equity professionals

Cons: Some of the tables and custom views are limited

Overall: We are a family office/real estate private equity firm that typically enters into joint ventures with developers and property managers. This means we get financial statements in all shapes and sizes. We were looking for a systematic way to gather financials statements, upload easily, consolidate and report in the cloud. A big hurdle we faced was finding a simple straight forward process to upload the financial statements into the system. iLEVEL's Fusion product helps us easily map the financials from each respective property and upload it into the cloud, regardless of the financial statement format, i.e. MRI, Entrata, Yardi, Quickbooks. iLEVEL's Excel plugin's is very impresseive with its ability to pull data from the cloud directly into a specific cell rather than downloading a table of data on another tab and then using formulas to pull from that table. The plugin also gives you the ability to "put" data back into the cloud from Excel, so the two way data transfer is a pretty nice feature. iLEVEL's web portal has a lot of functionality and gives us the ability to customize views and create formulas that are specific to reports we have created. There are some slight limitations to views and tables that we have asked about and have had positive response from the team about integrating. Overall, when you really dig into the functionality of iLEVEL, you quickly realize that it was designed by professionals that have worked in private equity and understand the requirements and needs.