Download Where Data Flows, Capital Follows - iLevel

Where Data Flows, Capital Follows
TRANSFORM YOUR DATA FROM A BURDEN INTO AN ASSET
For private debt investors, collecting and aggregating investment data from disparate sources can be
a manual, time-consuming, error-prone process. It takes time away from higher-value activities and
prevents a complete view into the financial and operating health of your investments.
Private debt investors use the iLEVEL technology to seamlessly aggregate and integrate data into a
cloud-based “single source of truth.” By making it easy to access, update, analyze, verify, and share
with colleagues and clients, iLEVEL transforms your data into a valuable asset.
REDUCE RISK. GAIN INSIGHT.
iLEVEL dramatically reduces the time and effort expended by your front and back offices
while supporting a new level of data integrity, insight, and responsiveness for the entire firm.
Enhance compliance, lower risk, and support more informed decision making.
KEY FEATURES
Aggregate and Consolidate Data across your
Track Investment Performance in real time,
portfolio, including numbers, dates, commentary, maps,
and pictures. Create a single source of truth for the
entire firm.
calculate IRR instantly, and access the data 24/7 with
standardized reporting on the web, in Excel models, or
with the iPad app.
Work Natively in Excel to flow data securely between
Gain Advanced Control and Visibility with
local spreadsheets, financial models, and the cloud—and
trace data back to the source document with a click.
the ability to roll up, isolate, and scrutinize data points
Enjoy Full Customization to reflect your preferred
methods, or opt for an out-of-the-box version with built-in
best practices and processes to ensure success.
Streamline LP Reporting and share actionable
in any way you choose.
insights with investors in their preferred format by
flowing data into integrated quarterly-report templates.
© 2016 Ipreo. All rights reserved. · 212-849-3800 · pcm.ipreo.com
PRIVATE CAPITAL MARKETS
ENHANCED VISIBILITY AND RISK
MANAGEMENT for private debt investors
See further ahead and gain deeper insight into the operating
health of your borrowers. iLEVEL streamlines the collection of
key metrics—including income statements, balance sheets,
and cash-flow statements—and consolidates the data on
a single platform that supports a wide range of custom
calculations and analytics. iLEVEL reduces the complexity
and lets you track and manage a high volume of issuers with
greater control and visibility.
TO FIND OUT HOW iLEVEL CAN ENHANCE PERFORMANCE AT YOUR FIRM,
CONTACT (212) 849-3800 OR [email protected]
CONSOLIDATE FINANCIALS
AND KPIS
MONITOR COVENANTS
iLEVEL consolidates and normalizes financial,
operational, and performance data into a single
source that is accessible, controlled, accurate,
and complete.
Gain an instant view into covenant compliance
across the portfolio and within each individual
borrower. See warning signs and potential trips
more easily.
MANAGE RISK PROACTIVELY
TRACK MULTIPLE TRANCHES
Get an immediate snapshot of exposure across the
portfolio and for individual investments. Analyze risk
factors by slicing and dicing the data on the fly.
Track and analyze investments at a granular
level—from the full capital stack down to individual
tranches and securities.
IPREO PCM SOLUTIONS BRING TRANSFORMATIVE DATA INTELLIGENCE TO A
WORLDWIDE COMMUNITY OF PRIVATE CAPITAL MARKET PARTICIPANTS.
7
of the top 10 private
equity firms
4 billion+
data points tracked
5
of the top 10 venture
capital firms
400+
clients worldwide
5,000+ 5,800+
final valuations
capital structures
Our mission is to drive a new level of data flexibility, quality, and control that enables private capital
market participants to create more value, gain enhanced visibility, generate deeper insights, demonstrate
performance, and–ultimately–increase allocations. For more information, visit pcm.ipreo.com.