iLEVEL

Technology

IHS Markit iLEVEL is a middle-office solution, that supports collection, validation, normalization, performance reporting and analytics for the private capital asset class.

Alpha Alternatives formerly Lionpoint Group has extensive iLEVEL consulting and product experience. Our consultants work with fund managers and institutional investors to streamline data collection, best-practice portfolio monitoring, analytics, valuation and reporting and transparency.

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The Benefits of iLEVEL for Your Organization

Private Equity: Enhance investment data collection, centralize data storage, and automate the workflow to drive fundraising, reporting, analytics, compliance, and valuations.

Limited Partners: Effortlessly collect and consolidate data from your GPs on a centralized platform and analyze your investment portfolio to achieve a new level of visibility and control.

Family Offices: Streamline the collection, aggregation and normalization of private market data and create an actionable, single source of truth.

Venture Capital: Simplify data collection from your companies, track performance and generate audit-ready valuations and reports.

Real Estate: Centralize asset data to visualize performance fundraising, reporting, compliance, and more.

Private Debt & Liquid Credit: Centralize, visualize, report on and analyze loan information and covenant compliance.

Fund of Funds: Effortlessly collect data from your GPs and simplify reporting and Investor communication.

Private Companies: Securely store and share fundraising and investor communications documents via iLevel’s next-generation virtual data room.

Alpha Alternatives' services for iLevel implementations

Project Management

Alpha Alternatives’ iLEVEL consultants work with clients to support them through their iLEVEL implementation. Alpha Alternatives’ consultants help to ensure:

An environment of collaboration between team members (vendor, client, consultant) all aligned to one objective – a successful project delivery
Stakeholders have been engaged in the project to capture accurate business requirements at the start of the project, with appropriate checks and balances (as requirements and priorities will change)
Project oversight and risk management, and that project activities are managed, controlled, coordinated, supervised, and focused on the goals and objectives of the project

Reporting Design and Configuration

Understanding iLEVEL’s platform capabilities is critical to helping clients determine the most appropriate reporting information ratio (IR) strategy for their business and building out dashboards and reports with the right levels of flexibility.  We help clients by:

Determining reporting requirements and the required strategy to meet the needs of all business stakeholders
Enabling iLEVEL in new and existing reports with the Excel Add-In
Configuring the web analytics portal and iPad application to visually display charts and data grids
Leveraging best practices via our strategic technology partnership with iLEVEL

Business Analysis

Alpha Alternatives’ consultants are an extension of our clients’ team and provide a collaborative and critical resource to ensure the project stays on track and has the greatest chance of success.

We know both the product and our clients’ business and undertake essential project tasks like the following:

Conduct system requirements and configuration for a new operating model to leverage iLEVEL
Upload historical data through the robust iLEVEL Excel Add-in and/or data collection templates
Support workflow and data collection processes through ongoing data collection templates
Implement strict data governance, validation, and business rules ensure clean data is approved before being uploaded into the product data store

Get in touch

Request an iLEVEL assessment.

Get started