Technology
ILevel
IHS Markit iLEVEL is a middle-office solution, that supports collection, validation, normalization, performance reporting and analytics for the private capital asset class.
Sector
Overview
iLevel and Alpha FMC
Alpha Alternatives has extensive iLEVEL consulting and product experience. Our consultants work with fund managers and institutional investors to streamline data collection, best-practice portfolio monitoring, analytics, valuation and reporting and transparency.
About The Vendor
iLevel
iLEVEL is a transformational AI-enabled operating platform that is used by more than 700 asset managers and allocators to streamline data collection, portfolio analytics, valuations, peer comparables, cash forecasting, capital structure analysis, and reporting workflows.
Project Management
Alpha Alternatives’ iLEVEL consultants work with clients to support them through their iLEVEL implementation. Alpha Alternatives’ consultants help to ensure:
- An environment of collaboration between team members (vendor, client, consultant) all aligned to one objective – a successful project delivery
- Stakeholders have been engaged in the project to capture accurate business requirements at the start of the project, with appropriate checks and balances (as requirements and priorities will change)
- Project oversight and risk management, and that project activities are managed, controlled, coordinated, supervised, and focused on the goals and objectives of the project
Reporting Design and Configuration
Understanding iLEVEL’s platform capabilities is critical to helping clients determine the most appropriate reporting information ratio (IR) strategy for their business and building out dashboards and reports with the right levels of flexibility. We help clients by:
- Determining reporting requirements and the required strategy to meet the needs of all business stakeholders
- Enabling iLEVEL in new and existing reports with the Excel Add-In
- Configuring the web analytics portal and iPad application to visually display charts and data grids
- Leveraging best practices via our strategic technology partnership with iLEVEL
Business Analysis
Alpha Alternatives’ consultants are an extension of our clients’ team and provide a collaborative and critical resource to ensure the project stays on track and has the greatest chance of success.
We know both the product and our clients’ business and undertake essential project tasks like the following:
- Conduct system requirements and configuration for a new operating model to leverage iLEVEL
- Upload historical data through the robust iLEVEL Excel Add-in and/or data collection templates
- Support workflow and data collection processes through ongoing data collection templates
- Implement strict data governance, validation, and business rules ensure clean data is approved before being uploaded into the product data store