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DATA-DRIVEN SOLUTIONS
FOR PRIVATE EQUITY & REAL ESTATE SERVICE PROVIDERS

Deepen your relationships with your clients and streamline your internal processes. Ipreo solutions for private capital markets enable you to collect, analyze, audit, share, and report on portfolio data and documentation securely and easily.

Data Collection
Automate the collection and aggregation of data from your clients and their investments with iLEVEL’s various data ingestion tools.
PORTFOLIO MANAGEMENT
Help your clients track and analyze real estate and private equity investment performance at the portfolio, fund, and individual asset levels.
PERFORMANCE AND BENCHMARKS
Calculate investment performance, including IRR and TWR and benchmark against multiple global indices such as the S&P 500, FTSE All Share, MSCI World, and many more.
INVESTOR REPORTING
Simplify complex LP reporting, satisfy ILPA best practices, and generate quarterly reports in a few clicks leveraging iLEVEL, and share documents with investors via Prism’s secure LP Portal.
VALUATION AND AUDIT
Prepare private equity valuation reporting using a variety of industry-accepted and IPEV-compliant methodologies.
REPORTING AND ANALYTICS
Visualize and report on portfolio performance for private markets using fully customizable, interactive dashboards and reports in iLEVEL’s web portal, iPad app or Excel add-in.
ESG REPORTING
Collect ESG metrics from your portfolio companies and analyze risk in a timely and consistent manner with iLEVEL to enhance investment decisions.
RISK MANAGEMENT
Identify and manage portfolio performance and concentrations by viewing exposures according to indicators such as vintage year, geography, sector, region, or strategy.
ONE TO MANY FILE SHARING
Share confidential documents securely in the context of fundraising, due diligence, or internal projects or communicate regular investor reporting leveraging an LP Portal, all on the Prism platform.

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Thought Leadership for Service Providers