at Financial Technnology Year

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iLEVEL from iLevel Solutions

Portfolio monitoring, investment tracking, on-demand analytics, LP reporting, document collection, performance metrics, and data visualization tailored for VC and other private market investors.

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Product analysis by function

VC Firm Management Software for Operations and Finance

Integrated solutions for managing the venture capital firm's operations, including workflow management, team collaboration, and resource allocation.
More VC Firm Management Software More Operations and Finance ...

Fund & Deal Management
(0 Yes /0 Known /10 Possible features)

Workflow & Task Management
(0 Yes /0 Known /10 Possible features)

Team Collaboration & Communication
(0 Yes /0 Known /10 Possible features)

CRM & Relationship Management
(0 Yes /0 Known /10 Possible features)

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

LP (Limited Partner) Management
(0 Yes /0 Known /10 Possible features)

Financial Operations & Accounting
(0 Yes /0 Known /10 Possible features)

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

Integrations & API Connectivity
(0 Yes /0 Known /10 Possible features)

Data Storage, Import & Migration
(0 Yes /0 Known /10 Possible features)

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

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Deal Pipeline Visualization Graphical depiction of deal flow from sourcing through closing and exit.		No information available
Customizable Deal Stages Ability to configure and rename stages to match specific VC processes.		No information available
Automated Document Collection Automatically gathers all documentation relevant to a deal at each stage.		No information available
Portfolio Company Profiles Centralized and customizable company profiles tracking performance metrics and documents.		No information available
Fund Performance Tracking Monitors IRR, DPI, TVPI, and other key fund performance metrics.		No information available
Valuation Management Tracks and updates portfolio company valuations according to market or internal assessments.		No information available
Investment Cap Table Tracking Monitors detailed capitalization tables across deals and funds.		No information available
Multi-Fund Support Handles data and tracks performance metrics for multiple funds.		No information available
Co-Investment Tracking Allows for tracking and reporting on co-investment deals alongside main fund investments.		No information available
Lead Tracking System for managing inbound and outbound deal leads.		No information available

Automated Task Assignment Dynamically assigns tasks based on role, stage, or workload.		No information available
Custom Workflow Automation Enables creation of bespoke workflows for unique operational needs.		No information available
Calendar Integration Synchronizes with major calendar platforms for meetings and deadlines.		No information available
Deadline Reminders Automated notifications for approaching tasks and milestones.		No information available
Bulk Task Editing Edit or update multiple tasks simultaneously for efficiency.		No information available
Gantt Chart Visualization Visual project tracking using Gantt charts.		No information available
Dependency Tracking Tracks dependencies between tasks and flags bottlenecks.		No information available
Recurring Task Scheduling Supports scheduled tasks for routine processes.		No information available
Approval Workflows Multi-level approval processes for expenditures or investment decisions.		No information available
Real-time Collaboration Tools Supports multi-user updating, commenting, and notifications in real-time.		No information available

Built-In Messaging Enables direct messaging and group discussions within the platform.		No information available
Integration with Email Clients Synchronizes discussions and tasks with email platforms (e.g., Outlook, Gmail).		No information available
Video Conferencing Integration Facilitates online meetings with embedded Zoom or Teams integration.		No information available
Shared Document Editing Allows real-time collaborative editing of files and presentations.		No information available
Commenting and Mentions Supports context-based comments and user mentions in documents.		No information available
Notifications and Alerts Real-time notifications for messages, changes, and deadlines.		No information available
Calendar Sharing Team-wide access to shared calendars and schedules.		No information available
Knowledge Base/Wiki Central repository for institutional knowledge and best practices.		No information available
Granular Permission Controls Customizable access permissions by document or deal.		No information available
Activity Log/History Logs all user activities and changes for audit trails.		No information available

Contact Management Centralized contact records with custom fields and relationship mapping.		No information available
Interaction Tracking Logs meetings, calls, and emails for all key stakeholders.		No information available
Automated Follow-Ups Systematically schedules and reminds follow-up communications.		No information available
Sender/Recipient Tagging Tags parties in correspondence for easier filtering and analysis.		No information available
Bulk Email Capability Send group communications to LPs or other stakeholders.		No information available
Deal Flow Analytics Analyzes sources of deals, conversion rates, and relationship insights.		No information available
Relationship Timeline Chronological view of all interactions with a person or entity.		No information available
Automated Data Enrichment Augments contact info with data from linked sources (e.g., LinkedIn).		No information available
Event Management Tracks VC-hosted events, meeting RSVPs, and attendee lists.		No information available
Reporting for LP Updates Generates tailored communications and reports for Limited Partners.		No information available

Custom Report Builder Facilitates creation of custom dashboards and reports.		No information available
Pre-Built Report Templates Includes templates for common VC reports (LP updates, quarterly, annual).		No information available
Data Visualization Tools Graphical representation of performance metrics and trends.		No information available
Scheduled Report Distribution Automatically emails or shares reports with stakeholders at set intervals.		No information available
Export Options Supports data export in various formats (Excel, PDF, CSV).		No information available
Real-Time KPI Tracking Live dashboard for major fund and portfolio metrics.		No information available
Historical Data Analysis Trends and growth analyses over time for deals/funds.		No information available
Scenario Analysis Projects outcomes based on hypothetical deal or fund changes.		No information available
Benchmarking Tools Compares performance against industry standards or custom metrics.		No information available
Drill-Down Analytics Enables users to explore underlying data for each KPI.		No information available

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Financial Technology Year

iLEVEL from iLevel Solutions

Product analysis by function

VC Firm Management Software for Operations and Finance

Fund & Deal Management
(0 Yes /0 Known /10 Possible features)

Workflow & Task Management
(0 Yes /0 Known /10 Possible features)

Team Collaboration & Communication
(0 Yes /0 Known /10 Possible features)

CRM & Relationship Management
(0 Yes /0 Known /10 Possible features)

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

LP (Limited Partner) Management
(0 Yes /0 Known /10 Possible features)

Financial Operations & Accounting
(0 Yes /0 Known /10 Possible features)

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

Integrations & API Connectivity
(0 Yes /0 Known /10 Possible features)

Data Storage, Import & Migration
(0 Yes /0 Known /10 Possible features)

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

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LP Portal Secure online interface for LPs to view investment information and reports.		No information available
Commitment Tracking Tracks LP commitments, capital calls, and distributions.		No information available
Automated Capital Call Notices Notifies LPs of capital calls, calculates pro-rata shares.		No information available
Distribution Management Handles payments and notifications regarding distributions to LPs.		No information available
Document Vault Repository for K-1s, investment statements, and other LP documents.		No information available
Performance Reporting for LPs Custom views and reports tailored to LP requirements.		No information available
E-signature Integration Allows LPs to execute documents electronically.		No information available
Access Control for LPs Customizable access privileges for individual LPs or LP groups.		No information available
Individualized Communication Logs Stores history of communications with each LP.		No information available
Multi-currency Support Tracks commitments and transactions in diverse currencies.		No information available

General Ledger Integration Integrates with GL/accounting software for seamless financial tracking.		No information available
Automated Reconciliation Matches transactions against bank/investment records automatically.		No information available
Expense Tracking Tracks and categorizes all firm-related and fund-related expenses.		No information available
Invoice Management Manages receivables, payables, and invoices for vendors and portfolio companies.		No information available
Audit Trail Reporting Maintains immutable logs for all financial transactions/actions.		No information available
Bank Feed Integration Direct feeds from bank accounts for real-time transaction data.		No information available
Custom Chart of Accounts Flexible configuration of GL accounts to match organizational requirements.		No information available
Multi-entity Accounting Handles books for multiple entities/funds in one platform.		No information available
Automated Payments Facilitates batch payment processing to vendors or LPs.		No information available
Budgeting & Forecasting Tools Enables creation and monitoring of budgets at various levels.		No information available

Role-Based Access Control Granular user permissions based on job roles and groups.		No information available
Data Encryption at Rest/Transit Protects sensitive information using industry-standard encryption.		No information available
Audit Logging Comprehensive tracking of user activity and data access.		No information available
Regulatory Reporting Tools Automates processes to meet SEC, AIFMD, and other regulatory requirements.		No information available
GDPR/CCPA Compliance Features to manage and demonstrate data privacy compliance for global regulations.		No information available
Document Retention Policies Automated enforcement of document retention and deletion cycles.		No information available
SSO & 2FA Support Enforces secure login using single sign-on and two-factor authentication.		No information available
Password Policy Enforcement Ensures users comply with best-practice password management.		No information available
Incident Response Logging Tracks and documents security or compliance incidents.		No information available
Automated Compliance Checks Detects and flags potential breaches of compliance in real time.		No information available

Pre-Built Integrations Ready-made connectors for industry-leading CRMs, ERPs, and accounting systems.		No information available
REST API Access Comprehensive developer access to all system endpoints.		No information available
Webhooks Event-based notification system for integrating with other apps.		No information available
Custom Integration Toolkit Resources and documentation for building custom connectors.		No information available
Mobile App Integration Support for iOS/Android companion apps.		No information available
Data Import/Export Tools Facilitates migration of data into or out of the platform.		No information available
Scheduling of Data Syncs Configurable frequency for synchronous/asynchronous data updates.		No information available
Single Sign-On (SSO) Integration Central user authentication via existing SSO providers.		No information available
Third-Party Data Feeds Automatic import of market, financial, or news data from third-party providers.		No information available
Customizable API Rate Limits Set rate limits for API requests.		No information available

Cloud-Based Storage All data securely stored in a managed, scalable cloud environment.		No information available
Bulk Import Tools Efficiently upload historical data and documents in bulk.		No information available
Data Deduplication Prevents creation of duplicate records upon import or entry.		No information available
Migration Support Services Technical support for onboarding from legacy systems.		No information available
Automated Backups Regular, scheduled backups of all stored information.		No information available
Storage Capacity Total data storage available per account.		No information available
Version Control Keeps historical versions of documents and data entries.		No information available
Secure Data Erasure Certifies deletion of sensitive data as per regulatory standards.		No information available
Data Import Validation Checks for integrity, completeness, and format of imported data.		No information available
Role-Based Data Access for Storage Limits data access based on user function/role.		No information available

Customizable Dashboards Users can tailor dashboards to preferred layouts and metrics.		No information available
Theme/Brand Customization Adapt look and feel to firm branding guidelines.		No information available
Workflow Customization Adapt processes and approvals to firm preferences.		No information available
User Training Resources Access to documentation, videos, and onboarding materials.		No information available
Role-Based Interfaces User experiences tailored to job responsibilities.		No information available
Multi-Language Support Packages localized for global teams.		No information available
Performance SLAs Guaranteed minimum performance metrics (e.g., response times).		No information available
Mobile-Friendly Interface Optimized user experience on smartphones and tablets.		No information available
Accessibility Features Compliance with WCAG ADA accessibility standards.		No information available
In-App Support On-demand help and live chat for users from within the platform.		No information available

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Financial Technology Year

iLEVEL from iLevel Solutions

Product analysis by function

VC Firm Management Software for Operations and Finance

Fund & Deal Management (0 Yes /0 Known /10 Possible features)

Workflow & Task Management (0 Yes /0 Known /10 Possible features)

Team Collaboration & Communication (0 Yes /0 Known /10 Possible features)

CRM & Relationship Management (0 Yes /0 Known /10 Possible features)

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

LP (Limited Partner) Management (0 Yes /0 Known /10 Possible features)

Financial Operations & Accounting (0 Yes /0 Known /10 Possible features)

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

Integrations & API Connectivity (0 Yes /0 Known /10 Possible features)

Data Storage, Import & Migration (0 Yes /0 Known /10 Possible features)

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

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Fund & Deal Management
(0 Yes /0 Known /10 Possible features)

Workflow & Task Management
(0 Yes /0 Known /10 Possible features)

Team Collaboration & Communication
(0 Yes /0 Known /10 Possible features)

CRM & Relationship Management
(0 Yes /0 Known /10 Possible features)

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

LP (Limited Partner) Management
(0 Yes /0 Known /10 Possible features)

Financial Operations & Accounting
(0 Yes /0 Known /10 Possible features)

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

Integrations & API Connectivity
(0 Yes /0 Known /10 Possible features)

Data Storage, Import & Migration
(0 Yes /0 Known /10 Possible features)

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