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Prism. Manage all one-to-many document and data sharing scenarios.

Prism serves all key constituents across the capital markets. The platform’s one-to-many secure document sharing foundation supports the M&A market, Board of Director communications & reports, investor reporting, financial reporting and many firm-specific workflows like onboarding or legal streams.

As an integrated platform, Prism provides clients with a highly secure, singular view into any number of ongoing capital raises, M&A transactions, or asset divestitures, in addition to centralizing all regular reporting processes to key stakeholders like Board members or investors. Prism is a one-stop solution.
Prism VDR
Expedite transactional workflow and realize maximum value in all deal processes with Prism’s VDR that pairs an intuitive interface with industry-leading security.
Prism Investor Portal
Provide your investors with a consolidated reporting platform using Prism’s secure, easy-to-navigate document portal where they can access quarterly reporting documents and other key financials in a centralized dashboard interface and tools to distribute key documents like K-1s and capital calls.
Prism Board Portal
Prism facilitates board communication and workflows, enhances a firm’s professionalism, and enables effective, efficient governance. From a central hub, a firm can share sensitive information, personalize board packages, and ensure board members can access information at any time with desktop or mobile access. Board members benefit from a centralized dashboard reflecting all Boards they sit on.
Internal Workflows & Processes
The Prism platform successfully solves many pain points in day-to-day processes where document and information security are key and email and shared drives are no longer a viable option. Prism is supporting our client’s needs in onboarding processes, legal workflows leveraging our eSignature capabilities, and internal projects, to name only a few.

Explore solutions for your firm

See how iLEVEL and Ipreo’s suite of solutions for private capital markets can enhance performance at your firm.

Private Equity

Enhance the collection and storage of investment data to drive reporting, analytics, valuations, and more.

Limited Partners

Effortlessly collect data from your GPs and analyze your portfolio to enhance visibility and control.

Venture Capital

Simplify data collection from your companies, track performance, and generate audit-ready valuations
and reports.

Real Estate

Centralize asset data to visualize performance and enhance fundraising, reporting,
compliance, and more.

Private Companies

Securely store and share fundraising and investor communications documents via our next-generation virtual data room.

Service Providers

Streamline your internal processes and collect, analyze, and report on investment data securely and easily.

Private Debt

Centralize, visualize, report on and analyze loan information and covenant compliance.

Fund of Funds

Effortlessly collect data from your GPs and simplify reporting, investor communications and
portfolio analysis.

Ready to talk? Learn more from an Ipreo representative.

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