iLevel Portfolio Monitoring & Analytics from S&P Capital IQ

Enables venture and private equity investors to construct and optimize portfolios, perform scenario analysis, aggregate data, and generate investment committee-ready reports in real time.

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Product analysis by function

Portfolio Construction Software for Investment Committee

Modeling tools for optimizing portfolio composition, diversification, and capital allocation across sectors, stages, and risk profiles.
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Portfolio Modeling & Optimization
(0 Yes /0 Known /14 Possible features)

Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)

Reporting & Visualization
(0 Yes /0 Known /10 Possible features)

Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)

Risk Assessment & Analytics
(0 Yes /0 Known /11 Possible features)

Investment Pipeline Management
(0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution
(0 Yes /0 Known /10 Possible features)

Usability & Customization
(0 Yes /0 Known /10 Possible features)

Compliance, Security & Audit
(0 Yes /0 Known /10 Possible features)

Integration & Extensibility
(0 Yes /0 Known /10 Possible features)

Customer Support & Vendor Reliability
(0 Yes /0 Known /10 Possible features)

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Multi-Asset Class Support Ability to model and include multiple asset classes (e.g., equity, debt, SAFEs) in the portfolio.		No information available
Sector Diversification Analysis Assessment of portfolio diversification across sectors, with visual and quantitative tools.		No information available
Capital Allocation Optimization Automated optimization to recommend optimal capital deployment across deals.		No information available
Scenario Analysis Tools Users can simulate various economic, exit, or market scenarios to test effects on portfolio outcomes.		No information available
Monte Carlo Simulation Ability to run Monte Carlo simulations on the portfolio to analyze probabilistic outcomes.		No information available
Custom Constraints Support for user-defined constraints (e.g., max per company, sector caps, reserve ratios).		No information available
Risk-Return Tradeoff Visualization Visual tools (efficient frontier, risk bubbles) to demonstrate portfolio's risk/return profile.		No information available
Vintage Year Analysis Analysis and modeling by investment vintage to account for market cycles.		No information available
Exit Distribution Modeling Modeling of various exit scenarios and timing (e.g., M&A, IPO, write-offs).		No information available
Sensitivity Analysis Quantitative tools to stress-test and measure sensitivity to key assumptions.		No information available
Look-through Capability Depth to analyze underlying portfolio company exposure (by sector, geography, stage).		No information available
Suggested Allocation Per Opportunity System intelligently suggests recommended allocation per new investment considered.		No information available
Custom Model Inputs Flexible parameterization for inputting custom assumptions (deal size, return, dilution).		No information available
Blended Portfolio Metrics Calculation Automated calculation of portfolio-level IRR, TVPI, DPI, and MOIC.		No information available

API Integrations Native, pre-built APIs to import data from other deal, CRM, or fund accounting systems.		No information available
Manual Data Upload Supports manual upload of Excel, CSV, and other file types.		No information available
Automated Data Refresh Frequency How frequently the system can automatically refresh external data.		No information available
Data Validation Rules Built-in checks to validate source data accuracy and completeness.		No information available
Live Data Feeds Real-time data feeds from market sources, valuations, or financial data providers.		No information available
Historical Data Import Ability to import prior historical portfolio performance data.		No information available
Automated Deal Onboarding Workflow to streamline ingestion of new deals into the modeling environment.		No information available
Data Cleansing Tools Helps identify and correct inconsistencies or gaps in imported data.		No information available
Entity Resolution Automated matching of entities (companies, people) across disparate data sources.		No information available
Audit Logs for Data Changes Logs all changes made to the data for audit and governance purposes.		No information available

Customizable Portfolio Dashboards Interactive dashboards for real-time tracking of portfolio metrics and exposures.		No information available
Investment Committee Report Templates Pre-built templates for IC reports tailored to venture capital needs.		No information available
Dynamic Charting Ability to generate charts and graphs on the fly based on user selections.		No information available
Export to PDF, Excel, PPT Reports and visualizations can be exported in common IC presentation formats.		No information available
Automated Report Scheduling System can schedule and distribute periodic reports automatically.		No information available
Waterfall & Cap Table Visualizations Visualization tools for company/portfolio waterfalls and cap tables.		No information available
Benchmark Comparison Ability to overlay internal portfolios with external benchmarks (Cambridge, Preqin, etc).		No information available
Custom Metrics Calculation Users can define custom calculation metrics for internal reporting needs.		No information available
Drill-Down Analytics Interactively explore underlying data and performance drivers.		No information available
Track Record Visualization Historical fund/firm track record visualized for committee review.		No information available

Multi-User Collaboration Multiple team members can work simultaneously on portfolio models.		No information available
Version Control & Audit Trails Tracking of model revisions and user-specific changes.		No information available
Commenting on Scenarios/Models Ability for users to leave comments on specific models or assumptions.		No information available
Approval Workflows Configurable workflows for model approval and sign-off processes.		No information available
Task Management Integration Ability to create and assign tasks linked to investment committee actions.		No information available
Access Controls Granular permissioning by user, team, or model.		No information available
Notifications & Alerts Automated notifications to stakeholders for updates, comments, or deadlines.		No information available
Integration with Communication Tools Integration with Slack, Teams, or email for collaboration and alerting.		No information available
Scenario Saving & Comparison Save, label, and compare multiple scenarios easily.		No information available
Meeting Notes Archiving Attach and archive notes from investment committee discussions to models.		No information available

Concentration Risk Analysis Assessment and visualization of capital or return concentration across exposures.		No information available
Correlation Matrices Statistical analysis of correlations among investments or sectors.		No information available
Downside Scenario Testing Simulation of severe downside cases (write-offs, low exit values).		No information available
Exposure Heatmaps Visual heatmaps showing risk concentrations by sector, geography, or stage.		No information available
Automatic Risk Flagging Automated system highlights exposures outside of risk thresholds.		No information available
Default Probability Estimation Estimates probability of company/fund failures within the portfolio.		No information available
Liquidity Profile Analysis Assessment of liquidity timing and exit risk.		No information available
Risk Adjusted Return Metrics Calculation of Sharpe ratio, TVPI, IRR net of risk.		No information available
Max Drawdown Calculation Quantifies the largest peak-to-trough portfolio declines.		No information available
Stress Testing Scenarios Preset and custom stress test modules for severe market or portfolio events.		No information available
ESG Risk Analytics Assess environmental/social/governance risks within portfolio companies.		No information available

Deal Pipeline Tracking Track deals by stage, sector, and expected allocation.		No information available
Live Pipeline Integration to Portfolio See projected portfolio composition including pipeline deals not yet closed.		No information available
Deal Scoring & Prioritization Deal scoring/ranking module based on customizable criteria.		No information available
Automated Impact Forecasting System estimates the impact of potential deals on portfolio diversification and metrics.		No information available
Overlap Check Automatically flags deals that may create overexposure in specific sectors or companies.		No information available
Pipeline Scenario Modeling Test impact of adding/removing deals on future portfolio.		No information available
Conversion Pipeline Metrics Tracks conversion rates by stage, partner, sector.		No information available
Integrated Notes and Attachments Attach diligence, memos, or IC notes to pipeline deals.		No information available
Historical Pipeline Analytics Report on past pipeline trends and outcomes.		No information available
Flow-Through Analysis Shows how pipeline companies could change risk/return profile post-investment.		No information available

Internal Rate of Return (IRR) Calculation Automated IRR calculation for portfolio and individual holdings.		No information available
Multiple on Invested Capital (MOIC) Calculation and visualization of MOIC at multiple levels.		No information available
Total Value to Paid-In (TVPI) Quantifies TVPI for portfolios, segments, and vintage years.		No information available
Distributed to Paid-In (DPI) Calculation of DPI deployed/invested capital returned.		No information available
Performance Attribution Analysis Breakdown of portfolio returns by driver (sector, partner, stage, etc).		No information available
Benchmarking Performance comparisons to third-party benchmarks.		No information available
Time-Weighted Return Calculation Accounts for timing of cash flows in return calculations.		No information available
Gross vs Net Performance Reporting Distinction and reporting of gross and net returns.		No information available
Peer Group Comparison Compare firm/fund/portfolio performance to custom peer group sets.		No information available
Public Market Equivalent (PME) Calculation of PME to compare VC results with public stock indices.		No information available

User-Friendly Interface Intuitive, easy to navigate interface for both analysts and partners.		No information available
Custom Field Creation Add custom fields to investments, companies, or portfolios.		No information available
Flexible Model Templates Writable, reusable templates for common portfolio modeling tasks.		No information available
Branded Output Ability to add custom logos, branding, and disclaimers to reports.		No information available
Role-based Dashboards Dashboards adjust based on user role (IC, GP, analyst, LP).		No information available
Assumption Libraries Libraries of saved/model standard assumptions, deployable to new portfolios.		No information available
White-Label Support Output and portals can be white-labeled for LP or client audiences.		No information available
In-app Help & Tooltips Guided help and descriptive tooltips throughout the product.		No information available
Shortcuts and Hotkeys Support for productivity-improving shortcuts.		No information available
Localization Support Support for multiple languages and localizations.		No information available

User Authentication Multi-factor authentication and secure login.		No information available
Data Encryption All data in transit and at rest is encrypted using industry standards.		No information available
GDPR/Privacy Compliance System is compliant with key privacy laws (GDPR, CCPA, etc).		No information available
Audit Logging All user and data changes logged for auditability.		No information available
Role-Based Access Control (RBAC) Permissioning by user role, with least privilege access.		No information available
Data Residency Options Ability to choose data warehouse location for regulatory compliance.		No information available
Single Sign-On (SSO) SSO via SAML, OIDC, or enterprise identity solutions.		No information available
Data Retention Policy Management Admin can define and enforce retention and deletion policies.		No information available
Penetration Testing & Security Certifications Vendor regularly conducts penetration tests and holds security certifications (SOC 2, ISO 27001, etc).		No information available
Audit Report Generation System can provide compliance reports on activity for auditors.		No information available

Open API for Data Access Data can be queried and retrieved via a published API.		No information available
Plug-in/Add-In Support Ability to add new modules, reports, or third-party extensions.		No information available
Custom Scripting Users or IT can add custom analysis via scripting language support.		No information available
Integration with Fund Admin Systems Direct integration modules for fund administrators and partners.		No information available
Data Export Automation Automate extraction and transfer of data to BI or analytics systems.		No information available
Webhooks/Notifications Outbound webhook support for automation and workflow triggers.		No information available
CRM Integration Built-in links to CRM platforms for team, deal and LP data sync.		No information available
LP Portal Integration Push selected portfolio reports to investor/LP portals.		No information available
Custom Branding & UI Themes Ability to reskin UI to firm branding or requirements.		No information available
Data Lake/Data Warehouse Connectivity Direct connectors to on-prem or cloud-based data lakes/warehouses.		No information available

24/7 Technical Support Availability of round-the-clock technical support.		No information available
Onboarding & Training Program Structured onboarding and user education programs.		No information available
Comprehensive Documentation Detailed, searchable, up-to-date documentation for all features.		No information available
Service Level Agreements (SLAs) Vendor offers contractual guarantees on uptime, response time, etc.		No information available
Dedicated Customer Success Manager Assigned point of contact for onboarding and ongoing support.		No information available
Product Update Frequency How often new features, bug fixes are released.		No information available
Client Community Access to online forums, user groups, or knowledge-sharing events.		No information available
Custom Feature Request Process Ability to submit custom feature requests to product roadmap.		No information available
Uptime Guarantee System uptime percentage (99.5%, etc) as provided by SLA.		No information available
Multilingual Support Support and resources in multiple languages.		No information available

iLevel Portfolio Monitoring & Analytics from S&P Capital IQ

Product analysis by function

Portfolio Construction Software for Investment Committee

Portfolio Modeling & Optimization (0 Yes /0 Known /14 Possible features)

Data Integration & Aggregation (0 Yes /0 Known /10 Possible features)

Reporting & Visualization (0 Yes /0 Known /10 Possible features)

Collaboration & Workflow (0 Yes /0 Known /10 Possible features)

Risk Assessment & Analytics (0 Yes /0 Known /11 Possible features)

Investment Pipeline Management (0 Yes /0 Known /10 Possible features)

Performance Measurement & Attribution (0 Yes /0 Known /10 Possible features)

Usability & Customization (0 Yes /0 Known /10 Possible features)

Compliance, Security & Audit (0 Yes /0 Known /10 Possible features)

Integration & Extensibility (0 Yes /0 Known /10 Possible features)

Customer Support & Vendor Reliability (0 Yes /0 Known /10 Possible features)