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

Lionpoint 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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Lionpoint's services for iLEVEL implementations

PROJECT MANAGEMENT

Lionpoint’s iLEVEL consultants work with clients to support them through their iLEVEL implementation. Lionpoint 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

BUSINESS ANALYSIS

Lionpoint’s 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

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

The benefits of iLEVEL for your organization

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

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.

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

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

Centralize, visualize, report on and analyze loan information and covenant compliance.

Effortlessly collect data from your GPs and simplify reporting and Investor communication.

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

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

Technology Platforms

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