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Fort Point Capital Selects iLEVEL for Portfolio Monitoring

Fast-growing private equity firm will use iLEVEL to standardize reporting processes


iLEVEL, the leading portfolio monitoring, analytics and data management platform for the global private capital markets, has been selected by Fort Point Capital to manage their portfolio data. Fort Point Capital is a private equity investment firm specializing in service-oriented companies in the lower middle market.

As a growing private equity firm, Fort Point Capital faced the need for greater consistency and centralization of their portfolio data. Their approach requires a high degree of focus, expertise and nurturing to accelerate growth for the small businesses they invest in and build durable business value for their investors.

“We invest in smaller businesses, and each has its own way of collecting and reporting financial data,” explained Fort Point Capital Operating Partner David Logan. “iLEVEL will help us standardize and streamline the reporting process, making it faster and easier for us and for our portfolio companies.”

iLEVEL enables GPs and other fund managers to automate key data collection processes and store the information in a central repository where it can be analyzed, verified, and reported to internal staff and external stakeholders. The cloud-based platform supports cross-portfolio analytics and real-time, standardized reporting in any desired format on the Web, in spreadsheet models, and on iPads®.

“Automating the portfolio monitoring process ensures GPs efficiently leverage performance data,” said Michael Sala, Executive Vice President, Client Development of iLEVEL. “For Fort Point Capital, a firm that works closely with a portfolio of small businesses to nurture, strengthen, and scale their success, that process is especially important. We’re honored that they have entrusted this critical function to the iLEVEL platform.”

The number of firms on iLEVEL has doubled in the past year and includes alternative investment firms of varying sizes that employ a wide range of investment strategies including Private Capital, Real Estate, Credit and Venture Capital. Leading LPs and Funds of Funds are also adopting iLEVEL. More than 5,500 iLEVEL users span the globe, tracking over one billion data points across nearly 62,000 portfolio companies.

About Fort Point Capital
Based in Boston, Massachusetts, Fort Point Capital is a private equity firm that invests in lower middle market, service-oriented companies in partnership with strong management teams. Fort Point Capital is currently investing from FPC Small Cap Fund I. Please contact Fort Point at (617) 302-2444 or visit





About Ipreo

Ipreo is a leading global provider of financial services technology, data, and analytical services, supporting all participants in the capital-raising process including sell-side professionals, finance officers at private and public companies, institutional investors, and asset managers. Ipreo’s solutions for private capital markets are the premier choice for the private capital industry to address growing pressures for transparency and regulatory compliance. Our full range of products offers solutions for portfolio assessment, valuations, investor reporting, operating metrics, or investment performance. Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division, and has more than 1,100 employees serving clients in every major financial hub around the world. Learn more at


Press Contact for Ipreo:
Lauren Weiner

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