Expertise
iLEVEL
Services
At it|venture, we have extensive experience of working with and implementing iLEVEL solutions for our clients.
As a trusted partner of iLEVEL by S&P Global, we offer a wide range of iLEVEL services. These include full product implementations, as well as ongoing retained support client engagements. Our team is fully qualified within the iLevel University programme, to iLevel Certified Professional status.
Our iLEVEL Services
Best Practice
Scoping
Building
Data Models
Zero Downtime
Data Migration
Systems
Integration
Client
Training
Portfolio Company
Education
Platform
Maintenance
Reporting Cycle
Management
Current iLEVEL
Healthcheck
We have worked with it|venture for seven years on a variety of iLEVEL engagements, both discrete and on-going. We have found the advice and execution they have provided to be first-class.
Relevant iLEVEL Engagements
London GP
PE, RE, Infrastructure
We were engaged to assist the client with the full implementation of their iLEVEL solution, for three teams of stakeholders across the PE, RE & Infrastructure asset classes. We worked with the team to define the metrics to be collected, the import templates and the output reports. In addition, we also implemented a robust collection process for their ESG data, facilitating the ongoing import and presentation of the impact assessment and scores of their investments.
London Emerging Markets GP
PE
The firm had implemented iLEVEL without external support, resulting in a platform which was unable to support the needs of the business. it|venture was engaged to lead the reimplementation of the platform, building a collection process which was simple to load and maintain, and powered all of the portfolio reporting required by the firm. We also implemented new functionality to allow the client to deal with their cashflow reporting requirements, eliminating the need to maintain a full back-office solution.
EU Family Office
Direct, Secondaries & Credit
We worked with the client to implement an automated collection process, to streamline the import of data from GP reports into iLEVEL. This process significantly reduced the burden on the data teams, who had previously needed to extract from the report and load this data into the system manually. This results were a process which was significantly faster, and with reduced errors.
London GP
PE
Following the successful implementation of iLEVEL, the firm lost several key personnel, who had been maintaining and running the iLEVEL quarterly collection processes. it|venture were able to provide dedicated resource to maintain both the platform itself, and run the quarterly collection process, synchronising the import of data, and producing the output reports for the quarterly portfolio meetings. This included providing process overview sessions for the portfolio companies themselves, ensuring that what was required from them was clearly understood.
London GP
PE
We were engaged to build a set of new collection templates and reports to facilitate the reporting of segmented financials. We designed, built, tested and rolled out the process in an expediated timeline to enable to client to report this data to LPs in the next cycle. In addition, we also designed a process to ensure that the investment team were adequately updating their quarterly commentary, and flagging non-compliance to the management team for their review.
iLEVEL Services Engagement Models
Project Based Resourcing
Clients that require assistance to deliver a dedicated project, for example the roll-out of new features, the analysis and revision of the site’s data model, the rebuild of existing features or processes, the full re-integration of the platform or the on-boarding of new teams.
Following discovery sessions, a documented scope will be agreed with the client and a commercial proposal provided. Once agreed, we will provide dedicated project resourcing with the appropriate skillsets to deliver the project, working closely with the client’s internal team and business users to ensure success.
Retained Service
Clients that require access to consistent resourcing to provide support and delivery for the iLEVEL platform. Typically, our team will supplement the client’s internal capacity to provide best practice advice and technical delivery of any changes that are required. This ranges from required platform updates, to the full-service management of data collection, upload and report generation.
Resourcing is agreed on a per month basis with time allocated to the client that is utilised over the course of the month on a scheduled basis. Depending on the level of assistance required we can provide everything from full time equivalent resourcing through to one day a week of resourcing.
Ad Hoc Support
Clients who do not have a major project or roadmap to deliver against, but require ad-hoc assistance to deliver smaller changes or supplement internal capacity.
You will be assigned an account manager who will coordinate organising ad-hoc access to resourcing as requests are made for support. The account manager will seek to provide access to a consistent pool of resources throughout the project, and deliver availability timelines upon request.
Contact Us
Our team of experts is ready and waiting to discuss your unique needs.
- +44 (0) 20 4551 9191
- info@itventure.com
