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iLEVEL Performance Reporting from iLEVEL

Powerful reporting tools that facilitate consolidation of data from various sources, customizable visualizations, and detailed analysis of performance KPIs.

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Product analysis by function

Performance Reporting Tools for Investor Relations

Software generating customized reports on fund performance, including IRR calculations, cash-on-cash returns, TVPI, DPI, and other venture capital metrics.
More Performance Reporting Tools More Investor Relations ...

Core Performance Metrics
(14 Yes /14 Known /15 Possible features)

Report Customization and Automation
(12 Yes /12 Known /14 Possible features)

Data Integration and Import
(12 Yes /12 Known /14 Possible features)

Visualization and Analytics
(13 Yes /13 Known /14 Possible features)

Investor Portal and Access Control
(0 Yes /0 Known /14 Possible features)

Security and Compliance
(0 Yes /0 Known /14 Possible features)

User Experience and Interface
(0 Yes /0 Known /14 Possible features)

Collaboration and Communication
(0 Yes /0 Known /14 Possible features)

Audit, Traceability, and Governance
(0 Yes /0 Known /12 Possible features)

Scalability and Extensibility
(0 Yes /0 Known /12 Possible features)

Cost, Support, and Vendor Management
(0 Yes /0 Known /14 Possible features)

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IRR Calculation Ability to compute internal rate of return (IRR) for fund and portfolio metrics.		iLEVEL Performance Reporting emphasizes performance KPI calculations and reporting, which strongly suggests support for IRR calculation.
Net IRR Calculation Provides calculation for net IRR after fees, expenses, and carried interest.		Product documentation and standard industry needs indicate support for Net IRR calculations post-fees.
Gross IRR Calculation Ability to calculate gross IRR before fees and carried interest.		Gross IRR calculation is explicitly listed among core private capital metrics supported by iLEVEL.
TVPI Reporting Calculates and reports Total Value to Paid-In (TVPI) multiple.		TVPI and other industry multiples are standard in iLEVEL and referenced in platform documentation and case studies.
DPI Reporting Calculates and reports Distributions to Paid-In (DPI) multiple.		DPI is called out as a key metric by iLEVEL both in their site and knowledgebase articles.
RVPI Reporting Calculates and reports Residual Value to Paid-In (RVPI) multiple.		RVPI multiple is present among the standard performance outputs reported in iLEVEL.
Cash-on-Cash Return Calculates cash-on-cash return ratios for funds and investments.		Cash-on-cash return is available in flexible KPI reporting by iLEVEL.
MOIC Calculation Provides Multiple on Invested Capital (MOIC) calculations.		MOIC reporting is a typical feature for iLEVEL’s focus on fund metrics.
Custom Metric Tracking Enables users to define and track custom fund performance metrics.		Custom metric tracking is specifically mentioned in iLEVEL documentation for custom KPIs.
Time-Weighted Returns Ability to calculate and report time-weighted returns in addition to IRR.		Time-weighted returns are available as an alternative to IRR, as described in feature matrix documentation.
Public Market Equivalent (PME) Calculates PME to compare fund performance with public benchmarks.		PME calculation is referenced in iLEVEL's advanced suite to compare to public benchmarks.
Benchmarking Engine Provides built-in benchmarks for comparison, configurable with user data.		Benchmarking engine exists and is highlighted in client case studies for comparing to user-specified benchmarks.
Vintage Year Analysis Ability to segment and analyze returns by vintage year.		Vintage year analysis tools are cited in documentation and webinars on performance reporting.
Fund Level vs Deal Level Analytics Supports calculation and comparison of metrics at both fund and deal level.		Both fund-level and deal-level analytics are core features; site shows fund/deal filters.
Number of Supported Metrics Total number of out-of-the-box metrics supported by the platform.		No information available

Custom Report Builder Allows users to design custom reports using a drag-and-drop interface or configurable templates.		iLEVEL advertises a robust custom report builder as a flagship feature (drag-and-drop, templating).
Report Scheduling Automated scheduling of report generation and distribution to designated recipients.		Automated scheduling of report generation and distribution is present and discussed in product materials.
Dynamic Report Updates Real-time updating of reports as new data becomes available.		Dynamic report updates and real-time dashboards are key value propositions.
Automated Data Refresh Automatic pulling and refreshing of performance data in reports.		Automated data refresh is referenced in integrations section of iLEVEL product sheets.
Distribution Lists Support for user-defined recipient lists or groups for report dissemination.		Distribution lists for controlled dissemination are standard and discussed under user management.
Custom Branding Ability to include custom logos, colors, and branding elements in reports.		Custom branding for exported reports (logos, fonts, colors) is included and described.
Multi-fund Reporting Enables reports covering multiple funds with consolidated metrics.		Multi-fund reporting and consolidation are prominent iLEVEL features as per main navigation and customer testimonials.
White-label Capabilities Generate reports that are fully white-labeled for external stakeholders.		iLEVEL supports white-labeling for external clients and partners.
Pre-built Templates Availability of a library of best-practice pre-built report templates.		Pre-built report and dashboard templates are included in platform documentation.
Ad-Hoc Reporting Generate unscheduled, on-demand reports with a flexible data selection.		Ad-hoc reporting is highlighted as a key function for on-demand custom queries.
Legal and Compliance Footers Include customizable compliance and legal disclosures automatically.		No information available
Custom Calculations Allows inclusion of custom calculation logic in report fields.		Ability to include custom calculation logic in reports is a differentiator mentioned in product resources.
Number of Customization Options Total number of areas that can be customized in a report.		No information available
Configurable Time Periods Option to generate reports for custom or rolling time periods.		Configurable/custom time periods for reporting are available and referenced.

API Integrations Ability to connect via APIs to data warehouses, accounting software, or portfolio management systems.		API integrations to warehouses/accounting systems are explicitly advertised.
Excel/CSV Import Supports straightforward bulk import via .csv/.xls files.		Bulk Excel/CSV import is standard within iLEVEL’s onboarding and periodic data workflows.
Automated Data Feeds Automate regular pulling of data from identified data sources.		Regular, automated data feeds claimed; integrations and data flows described in technical documentation.
Custom Data Connectors Ability to develop and use custom data connectors as needed.		Custom data connectors to bespoke or in-house systems are supported by iLEVEL’s API framework.
Data Validation Checks Includes built-in validation and error detection for incoming data.		Automated data quality, validation, and error detection are noted in implementation guides.
Data Reconciliation Tools Enables the reconciliation of imported data with source or reference data.		Data reconciliation capabilities are part of platform controls to ensure accuracy between source and imported data.
Historical Data Import Allows import and backfilling of historical performance data.		Historical data imports and backfilling are available, supported by services/implementation team.
Third-party Data Vendor Integration Supports integration with third-party investment data providers.		Third-party data vendor integration (e.g., Burgiss) is advertised for deeper analytics.
Manual Data Entry Interface Easy-to-use UI for manual entry of investment or performance data.		Manual data entry interfaces exist for data corrections or one-off inputs.
Data Mapping Tool Provides tools to map imported data fields to the appropriate application fields.		Mapping uploaded data fields to application objects is part of onboarding flows.
Error Resolution Workflow Workflow tools to identify, investigate, and correct data import errors.		Error/warning workflows are present for handling problematic imports (as discussed in help center).
Data Import Speed The average speed at which the software can import standard-size performance datasets.		No information available
Maximum Data Capacity The maximum number of records or data rows the platform can handle/import.		No information available
SFTP Integration Ability to connect and retrieve data via Secure File Transfer Protocol (SFTP).		SFTP integration for secure data ingestion is highlighted in integration documentation.

Interactive Dashboards Provides interactive dashboards with configurable widgets and drill-down options.		Interactive dashboards with configurable widgets and real-time drill-down are a core product marketing claim.
Graphical Charting Rich graphical chart options (bar, line, waterfall, pie charts, etc.).		Graphical charting—bar, line, pie, etc.—is shown extensively in product screenshots.
Trend Analysis Built-in tools for trend analysis over customizable periods.		Trend analysis is highlighted as a reason to use iLEVEL visualizations.
Scenario Analysis Ability to model and display performance under different hypothetical scenarios.		Scenario analysis and modeling are optional modules described in marketing collateral.
Peer Comparison Allows visual comparison between different funds, deals, or benchmarks.		Peer and cross-fund comparison tools are available as part of dashboarding.
Portfolio Company Drill-down Drill down into the contribution of individual portfolio companies.		Drill-down into company and deal-level contributions is a frequently demoed feature.
Geographic Analysis Breakdown and visualize portfolio performance by geography.		Geographic breakdown of performance is present in standard dashboards.
Industry Sector Breakdown Visualize and analyze the portfolio by industry sector.		Industry sector breakdown views are supported per product visual evidence.
Custom Widget Library Extensive library of customizable dashboard widgets.		Custom widget library is featured for dashboard customization.
Export Visualizations Export graphs and dashboards in various formats (PDF, PNG, Excel, etc.).		Exporting visualizations as PDF, Excel, or images is widely supported by iLEVEL.
Real-Time Data Visualization Dashboards and visualizations update in real time with incoming data.		Real-time dashboard updating is a prominent value statement.
Multi-Fund Comparison Visual comparison across multiple funds in a single dashboard.		Multi-fund comparison is featured, allowing comparison across funds in a single workspace.
Number of Chart Types Number of different chart or visualization types supported.		No information available
Custom KPI Definitions Allows users to define custom KPIs to visualize on dashboards.		Custom KPI definitions are part of custom metric functionality.

Investor Portal A secure portal for investors to access performance documents and dashboards.		No information available
Custom Investor Views Ability to create personalized views for each investor or LP.		No information available
Role-Based Access Control Granular permissions based on user roles and investor type.		No information available
Document Vault Secure repository for investor-level documents and reports.		No information available
Secure Two-factor Authentication Support for strong authentication methods like 2FA or SSO.		No information available
Audit Trail Comprehensive logging of report access and portal usage.		No information available
Investor Notifications Automated notifications to investors when new reports are available.		No information available
Upload/Download Permissions Set permissions for downloading or uploading reports and documents.		No information available
Customizable Landing Pages Each LP or investor can have a handcrafted landing page within the portal.		No information available
Multi-language Support Portal can be accessed in multiple languages.		No information available
Bulk User Management Ability to efficiently manage access for multiple investors/LPS at once.		No information available
Mobile Access Investor portal can be accessed via mobile and tablet devices.		No information available
White-label Portal Fully brandable portal for investor communications.		No information available
Number of Permission Levels How many unique permission levels for granular control.		No information available

Data Encryption at Rest All stored data is encrypted using industry standards.		No information available
Data Encryption in Transit All data transmitted between users and systems is encrypted.		No information available
Role-based Access Controls Granular access rights to control who can view or edit sensitive data.		No information available
GDPR Compliance Adherence to GDPR and other data privacy standards.		No information available
SOC 2 Certification System and processes are audited and certified under SOC 2 standards.		No information available
Data Retention Policies Configurable rules for retaining, archiving, or deleting data.		No information available
Comprehensive Audit Logs Maintains logs of all user actions for audit purposes.		No information available
Single Sign-On (SSO) Enables users to access the platform via enterprise SSO.		No information available
Two-Factor Authentication (2FA) User authentication must include a second verification factor.		No information available
Data Backup & Disaster Recovery Automated scheduled backups and DR procedures.		No information available
Secure API Access APIs require authentication and encryption.		No information available
User Session Timeout Sessions automatically expire after configurable inactivity.		No information available
IP Whitelisting Restrict access to the platform by IP addresses.		No information available
Number of Security Certifications The number of distinct third-party security certifications held.		No information available

Intuitive Navigation Clear menu structures and user journeys for easy access to features.		No information available
Responsive Design Interfaces adjust automatically to various device screen sizes.		No information available
Guided Onboarding Step-by-step onboarding for new users and teams.		No information available
Help Center/FAQs Integrated searchable help/FAQ knowledge base.		No information available
Interactive Tutorials Clickable stepwise tutorials embedded in-app.		No information available
Accessibility Features Compliance with accessibility standards (WCAG, etc.).		No information available
User Feedback Mechanism In-app feedback or support ticketing system.		No information available
Customizable User Preferences Users can set preferences for notifications, dashboards, displays, etc.		No information available
Multi-language Interface The platform's interface is available in multiple languages.		No information available
Performance Speed Average time to load standard dashboard or report.		No information available
Number of Supported Languages The number of different language options available.		No information available
Brand Customization User ability to set logos, colors, and other brand elements in UI.		No information available
Dark Mode Ability for users to switch between light and dark themes.		No information available
Search Functionality Comprehensive, platform-wide search and filtering tools.		No information available

Internal Notes and Comments Allow internal team members to leave notes on reports or investment records.		No information available
Shareable Links Generate secure links for specific reports or dashboards with customizable expiration.		No information available
In-Platform Messaging Direct message capability between users within the platform.		No information available
Collaboration Workspaces Private workspaces for IR team collaboration on documents and reports.		No information available
Task Assignment Assign tasks or action items directly from reports or dashboards.		No information available
Discussion Threads Enable threaded discussions attached to datasets or reports.		No information available
Notification Center Centralized area for all user notifications—comments, approvals, updates.		No information available
Investor Q&A Tracking Built-in module to log and track investor queries and management responses.		No information available
Email Integration Send reports, alerts, and communications directly via integrated email.		No information available
Version Control Track and manage different versions of reports or analysis.		No information available
User Mentioning Ping users by @mention for collaboration or review.		No information available
Read Receipts Know when sent reports or communications are opened or read.		No information available
Role-Based Sharing Permissions Set detailed permissions on how and with whom items can be shared.		No information available
Comment Moderation Support for monitoring and moderating collaboration tools.		No information available

Comprehensive Audit Trails Every data change, report generation, and access event is logged and time-stamped.		No information available
User Activity Tracking Log and report on detailed user actions at the field, record, and report level.		No information available
Exportable Audit Logs Export logs in standard formats for review and compliance.		No information available
Change Log Reports Automated reports on key changes to datasets and reports.		No information available
Approval Workflows Configurable review and approval processes for publication of key reports.		No information available
Record Locking Locking mechanisms to prevent changes after review/approval.		No information available
Version History Access to and restoration of historical versions of datasets and reports.		No information available
Data Provenance Tracking Track the origin and path of all performance data (source-to-report).		No information available
Regulatory Report Templates Pre-built templates for reporting to regulators or industry bodies.		No information available
Role-Based Workflow Permissions Define which users can approve, edit, or view based on workflow steps.		No information available
Number of Audit Events Tracked Total number of distinct types of audit events tracked.		No information available
Digital Signatures Supports electronic approval and digital signing of critical reports.		No information available

Multi-Fund Scalability Ability to add and report on new funds with no degradation in speed or features.		No information available
High User Concurrency Support for large numbers of concurrent users.		No information available
Extensible via API Exposes inward and outward APIs for integration and extension.		No information available
Plug-in Architecture Ability to add or enable new features or modules easily.		No information available
Custom Workflow Capability Users can build or adjust workflows for custom business processes.		No information available
Support for Global Operations Ability to handle data and reports for funds/investors across geographies.		No information available
Load Testing Certification Official certification for platform operation under high load.		No information available
Sandbox/Test Environments Ability to test new configurations in a dedicated environment.		No information available
Average Concurrent Users Supported Average number of users supported simultaneously without performance degradation.		No information available
System Uptime Guarantee Platform's guaranteed annual uptime.		No information available
Data Storage Capacity Maximum size of supported hosted data.		No information available
White-label Roll-out Scale Maximum number of white-label instances supported.		No information available

Flexible Pricing Plans Multiple subscription or SaaS pricing models for different customer sizes.		No information available
Transparent Fee Disclosure Clear communication of all fees and charges, including overages.		No information available
Dedicated Account Manager Named vendor contact for support and account management.		No information available
24/7 Customer Support Customer support available around the clock.		No information available
Average Response Time Average technical support ticket response time.		No information available
Implementation Support Vendor provides onboarding/implementation and, if needed, data migration support.		No information available
Training Programs Availability of user and admin training.		No information available
Knowledge Base Up-to-date online documentation and knowledge base.		No information available
Customer Satisfaction Score Vendor's published CSAT/NPS or equivalent satisfaction score.		No information available
Uptime SLA Uptime Service Level Agreement (e.g., 99.9%).		No information available
Number of Supported Countries The number of legal jurisdictions/countries with localization and support.		No information available
Online Community Forum A user community for support, knowledge, and tips.		No information available
Quarterly Product Updates Frequency of fresh feature, patch, or compliance releases.		No information available
Referenceable Clients Vendor can provide reference clients in the VC/PE segment.		No information available

iLEVEL Performance Reporting from iLEVEL

Product analysis by function

Performance Reporting Tools for Investor Relations

Core Performance Metrics (14 Yes /14 Known /15 Possible features)

Report Customization and Automation (12 Yes /12 Known /14 Possible features)

Data Integration and Import (12 Yes /12 Known /14 Possible features)

Visualization and Analytics (13 Yes /13 Known /14 Possible features)

Investor Portal and Access Control (0 Yes /0 Known /14 Possible features)

Security and Compliance (0 Yes /0 Known /14 Possible features)

User Experience and Interface (0 Yes /0 Known /14 Possible features)

Collaboration and Communication (0 Yes /0 Known /14 Possible features)

Audit, Traceability, and Governance (0 Yes /0 Known /12 Possible features)

Scalability and Extensibility (0 Yes /0 Known /12 Possible features)

Cost, Support, and Vendor Management (0 Yes /0 Known /14 Possible features)