For investment professionals requiring immediate access to portfolio data, iLEVEL by S&P Global provides a powerful mobile solution. This application is designed to deliver real-time, detailed insights into private market investments directly to your smartphone, enabling informed decision-making on the go.
What is iLEVEL by S&P Global?
iLEVEL by S&P Global is a specialized mobile application for portfolio monitoring and data analytics. Its primary purpose is to give private equity, venture capital, and other investment professionals secure, mobile access to the detailed performance metrics of their portfolio companies. The platform is tailored for institutional users who need to review financial statements, track key performance indicators (KPIs), and analyze investment data from anywhere, at any time.
Why Should You Use iLEVEL by S&P Global?
Users choose this app for its deep analytical capabilities and convenience. It transforms complex investment data into actionable intelligence, making it indispensable for fund managers and analysts. Key reasons to use it include its robust data security, the ability to conduct due diligence remotely, and the power to monitor portfolio health in real time, ensuring you are never disconnected from critical financial information.
Key advantages include:
Real-time portfolio performance dashboards.
Secure, on-the-go access to sensitive financial data.
Advanced tools for in-depth investment analysis.
Streamlined reporting and data visualization.
Key Features of iLEVEL by S&P Global
The core functionalities of the iLEVEL platform are built for depth and precision.
Interactive Portfolio Dashboards: View comprehensive, visual summaries of your entire portfolio’s performance and health.
Detailed Company-Level Reporting: Drill down into specific portfolio companies to access financial statements, capitalization tables, and valuation details.
Real-Time Data Synchronization: All data is synced with the web-based iLEVEL platform, ensuring you are always viewing the most current information.
Advanced Charting and Analytics: Utilize built-in tools to create custom charts and conduct trend analysis on investment performance metrics.
Additional Features
Beyond its core analytics, the app includes several supporting features that enhance the user experience.
Secure Authentication
The app employs enterprise-grade security protocols, including multi-factor authentication, to protect sensitive financial information.
Offline Data Access
Users can download specific reports and dashboards for viewing later, enabling functionality even without an internet connection.
Intuitive User Interface
Despite the complexity of the data, the interface is designed for clarity and ease of navigation on a mobile device.
How to Download and Install iLEVEL by S&P Global
1. Open the official app store on your iOS or Android device (Apple App Store or Google Play Store).
2. In the search bar, type "iLEVEL by S&P Global".
3. Select the correct app from the search results, identified by the S&P Global logo.
4. Tap the "Download" or "Install" button.
5. Once installed, open the app and log in using your organization's provided credentials.
How to Use iLEVEL by S&P Global
1. Log In: Launch the app and enter your secure username and password. Your organization must already be a subscriber to the iLEVEL service.
2. Navigate the Dashboard: Upon logging in, you will be presented with an overview dashboard of your assigned portfolios.
3. Select a Portfolio: Tap on a specific fund or portfolio to view its performance summary.
4. Drill Down into Data: Select an individual company within that portfolio to access detailed financial reports, documents, and KPIs.
5. Analyze Trends: Use the charting tools to visualize data trends over custom time periods.
Advantages and Disadvantages
Pros
Provides unparalleled mobile access to complex private market data.
The user interface is robust and designed for professional use.
Real-time synchronization ensures data is always current.
Enhances productivity for investment professionals who travel frequently.
Cons
Access is restricted to clients of the S&P Global iLEVEL service; it is not available to the general public.
The depth of features has a steeper learning curve for new users.
Functionality is entirely dependent on having an existing enterprise account.
Is iLEVEL by S&P Global Safe to Use?
Yes, iLEVEL by S&P Global is safe to use. It is built with a strong focus on security, adhering to the high standards expected of a financial data provider. The app uses encryption for data in transit and at rest, and requires secure authentication methods. It only requests permissions necessary for its core functionality, such as network access for data synchronization and storage access for saving documents offline.
Compatible Apps or Tools
The iLEVEL mobile app is a companion to the full, web-based iLEVEL platform. It is designed to work seamlessly within the ecosystem of S&P Global Market Intelligence products. For many users, it complements desktop financial analysis software and standard office productivity tools like email and calendar apps for sharing insights and reports.
FAQs
Is there a free version of iLEVEL by S&P Global?
No, the iLEVEL mobile application is only available to subscribers of the S&P Global iLEVEL enterprise platform. There is no free or public version.
Can I use the app without an internet connection?
Yes, the app supports offline functionality for previously downloaded reports and dashboards, allowing you to view key data without a connection.
What should I do if I forget my login credentials?
Since access is managed by your organization, you must contact your company's system administrator or IT helpdesk to reset your iLEVEL login credentials.
On which devices does the app run?
iLEVEL by S&P Global is available for both iOS and Android mobile devices, including phones and tablets.
Conclusion
iLEVEL by S&P Global is a highly specialized and powerful tool that meets the specific needs of private market investors. It successfully translates a complex web-based platform into a functional and secure mobile experience, granting professionals critical insights wherever they are. For authorized users, it is an essential component of a modern, data-driven investment workflow.
