at Financial Technnology Year
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iLEVEL from SS&C Technologies
Enables real-time data sharing with LPs, streamlined fundraising workflows, investor dashboards, performance analytics, due diligence support, and capital call processing. Used for both fund management and capital raising.
Product analysis by function
Capital Raising Platforms for Fund Management
CRM and presentation tools designed specifically for fundraising from limited partners, tracking commitments, and managing the fundraising process.
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Investor Management
(0 Yes /0 Known /12 Possible features)
Investor CRM
Comprehensive customer relationship management system specifically designed for tracking investor interactions, communications, and preferences
No information available
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Investor Portal
Secure online platform where investors can access their investment information, documents, and performance metrics
No information available
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Investor Onboarding
Digital process for efficiently bringing new investors into the fund with necessary documentation and compliance checks
No information available
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KYC/AML Integration
Built-in or integrated Know Your Customer and Anti-Money Laundering verification capabilities
No information available
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Investor Segmentation
Ability to categorize investors based on various criteria for targeted communications
No information available
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Digital Signature Support
Functionality that allows for legally binding electronic signatures on subscription documents
No information available
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Investor Communication Tools
Systems for mass emails, notifications, and updates to investor groups
No information available
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Investor Analytics
Data-driven insights into investor behavior, preferences, and potential
No information available
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Maximum Investor Accounts
The maximum number of individual investor accounts the platform can efficiently manage
No information available
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Investor Document Repository
Centralized storage system for investor-related documents with access controls
No information available
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Investor Meeting Scheduler
Tools to coordinate and schedule meetings with potential or current investors
No information available
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LP Advisory Committee Management
Features to manage communications and governance activities with limited partner advisory committees
No information available
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Fundraising Workflow
(0 Yes /0 Known /12 Possible features)
Pipeline Management
System for tracking potential investors through various stages of the fundraising process
No information available
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Capital Call Automation
Tools to automate the process of calling committed capital from investors when needed
No information available
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Distribution Automation
System for managing and processing returns and distributions to investors
No information available
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Subscription Document Automation
Automated generation and processing of investment subscription documents
No information available
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Due Diligence Room
Secure virtual environment where potential investors can review fund documentation
No information available
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Fundraising Analytics
Metrics and analysis tools to track fundraising progress against targets
No information available
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Side Letter Management
Tools to track and manage special terms agreed with specific investors
No information available
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Waterfall Calculations
Automated calculations of distribution waterfalls according to fund terms
No information available
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Fundraising Target Tracking
Tools to monitor progress toward fundraising goals with visual dashboards
No information available
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Commitment Tracking
System to track investor commitments, including soft commitments and firm commitments
No information available
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Processing Speed for Documents
The time required to process subscription documents
No information available
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Multi-Fund Fundraising
Capability to manage fundraising processes for multiple funds simultaneously
No information available
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Deal Flow Management
(0 Yes /0 Known /12 Possible features)
Deal Pipeline Tracking
System for monitoring potential investments through stages of consideration
No information available
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Deal Scoring
Methodology for evaluating and ranking potential investment opportunities
No information available
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Due Diligence Workflow
Structured process for conducting and documenting investment due diligence
No information available
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Deal Source Analytics
Analysis of which sources provide the most valuable investment opportunities
No information available
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Deal Documentation Management
System for organizing and accessing documents related to investment opportunities
No information available
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Deal Team Collaboration Tools
Features that facilitate team communication and collaboration on potential deals
No information available
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Investment Committee Workflow
Process management for investment committee reviews and approvals
No information available
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Maximum Active Deals
The maximum number of investment opportunities the platform can effectively track simultaneously
No information available
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Industry Classification
System for categorizing deals by industry or sector for analysis
No information available
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Deal Comparisons
Tools to compare multiple potential investments across various metrics
No information available
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Investment Thesis Alignment
Features to assess how well deals align with the fund's investment thesis
No information available
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Deal Progress Notifications
Automated alerts about significant developments in the deal pipeline
No information available
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Reporting & Analytics
(0 Yes /0 Known /12 Possible features)
Performance Reporting
Generation of reports showing fund performance metrics like IRR, TVPI, DPI
No information available
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Customizable Dashboards
User-configurable visual displays of key metrics and information
No information available
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Portfolio Company Reporting
Tools for tracking and reporting on the performance of portfolio companies
No information available
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Investor-Specific Reporting
Ability to generate reports tailored to individual investors' holdings
No information available
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Real-time Data Visualization
Dynamic visual representation of fund data updated in real-time
No information available
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Regulatory Reporting
Features to assist with generating reports required by regulatory bodies
No information available
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Tax Document Generation
Automated creation of tax-related documents for investors
No information available
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ESG Reporting
Capabilities for tracking and reporting on environmental, social, and governance factors
No information available
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Report Delivery Automation
System for scheduling and distributing reports to stakeholders
No information available
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Historical Data Analysis
Tools for analyzing trends and patterns in historical fund data
No information available
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Report Generation Time
Average time required to generate complex custom reports
No information available
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Data Export Options
Formats available for exporting data (CSV, Excel, PDF, etc.)
No information available
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Compliance & Security
(0 Yes /0 Known /12 Possible features)
Regulatory Compliance Framework
Built-in controls to ensure operations comply with relevant regulations
No information available
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Data Encryption
Encryption of sensitive data both in transit and at rest
No information available
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Role-Based Access Control
System for limiting user access to appropriate functions and data
No information available
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Audit Trail
Comprehensive logging of all system activities for accountability
No information available
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Multi-Factor Authentication
Enhanced security requiring multiple verification methods for access
No information available
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Compliance Reporting
Automated generation of reports for regulatory compliance purposes
No information available
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Data Residency Controls
Ability to specify where data is stored to comply with jurisdictional requirements
No information available
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GDPR Compliance
Features ensuring compliance with General Data Protection Regulation
No information available
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Regular Security Audits
Frequency of independent security assessments of the platform
No information available
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Backup Frequency
How often system data is backed up for disaster recovery
No information available
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Privacy Shield Certification
Certification for transatlantic data transfer compliance
No information available
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Penetration Testing
Regular ethical hacking to identify security vulnerabilities
No information available
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Integration Capabilities
(0 Yes /0 Known /12 Possible features)
Banking Integration
Connection with banking systems for financial transactions
No information available
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CRM Integration
Ability to connect with external customer relationship management systems
No information available
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Accounting Software Integration
Connection with financial accounting systems for data synchronization
No information available
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API Availability
Presence of application programming interfaces for custom integrations
No information available
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Email Integration
Connection with email systems for communication tracking
No information available
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Document Management Integration
Ability to connect with external document storage and management systems
No information available
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Calendar Integration
Synchronization with calendar applications for scheduling
No information available
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Third-Party Data Provider Integration
Connections with external data sources for market and financial information
No information available
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Number of Pre-built Integrations
Quantity of ready-to-use connections with popular third-party services
No information available
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Integration Development Time
Average time required to develop a custom integration
No information available
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Webhook Support
Ability to trigger actions in other systems based on platform events
No information available
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Single Sign-On Integration
Support for enterprise identity management systems
No information available
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User Experience
(0 Yes /0 Known /12 Possible features)
Mobile Compatibility
Ability to access and use the platform effectively on mobile devices
No information available
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Customizable Interface
Ability for users to adjust the interface to their preferences
No information available
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Intuitive Navigation
Logical and easy-to-understand menu structures and workflows
No information available
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White-Labeling Options
Ability to customize the platform with the fund's branding
No information available
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Multi-Language Support
Availability of the interface in multiple languages
No information available
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Number of Supported Languages
The quantity of languages available in the platform interface
No information available
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Learning Curve
Average time required for new users to become proficient
No information available
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Search Functionality
Comprehensive search capabilities across the platform
No information available
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Guided Workflows
Step-by-step processes to guide users through complex tasks
No information available
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User Satisfaction Rating
Average satisfaction score from current users
No information available
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Accessibility Compliance
Adherence to WCAG or similar accessibility standards
No information available
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Offline Functionality
Ability to use certain features without internet connection
No information available
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Support & Maintenance
(0 Yes /0 Known /12 Possible features)
24/7 Support Availability
Technical support available at all hours
No information available
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Dedicated Account Manager
Assigned point of contact for platform-related issues
No information available
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Training Resources
Availability of documentation, videos, and other learning materials
No information available
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Onboarding Assistance
Dedicated help during the initial setup and learning phase
No information available
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System Uptime Guarantee
Contractual assurance of platform availability
No information available
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Response Time
Average time to initial response for support tickets
No information available
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Resolution Time
Average time to resolve support issues
No information available
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Update Frequency
How often the platform is updated with new features or improvements
No information available
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User Community
Access to a community of users for knowledge sharing
No information available
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Customization Support
Assistance available for platform customization needs
No information available
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Service Level Agreement
Formal commitment to support quality standards
No information available
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Implementation Time
Average time from contract to full operational status
No information available
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Pricing & Cost
(0 Yes /0 Known /12 Possible features)
Subscription-Based Model
Recurring fee structure rather than one-time purchase
No information available
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Tiered Pricing
Different price points based on feature sets or usage levels
No information available
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AUM-Based Pricing
Pricing scaled to assets under management
No information available
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Per-User Pricing
Cost determined by number of system users
No information available
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Implementation Fee
One-time cost for setting up the platform
No information available
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Customization Costs
Additional fees for tailoring the platform to specific needs
No information available
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Free Trial Availability
Option to test the platform before purchase
No information available
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Contract Length Flexibility
Options for contract duration beyond standard terms
No information available
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Annual Cost Range
Typical annual cost for a mid-sized fund
No information available
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ROI Timeframe
Average time to achieve return on investment
No information available
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Volume Discounts
Reduced rates for larger implementations or multi-fund managers
No information available
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Feature-Based Add-ons
Ability to purchase only needed additional capabilities
No information available
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Technology Infrastructure
(0 Yes /0 Known /12 Possible features)
Cloud-Based Deployment
Platform hosted on cloud infrastructure rather than on-premises
No information available
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On-Premises Option
Ability to deploy the platform on the fund's own servers
No information available
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Data Center Redundancy
Multiple data centers to prevent service disruption
No information available
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Scalability
Ability to handle growing amounts of data and users without performance degradation
No information available
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System Response Time
Average time for the system to respond to user actions
No information available
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Data Storage Capacity
Maximum amount of data the platform can effectively manage
No information available
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Concurrent User Capacity
Maximum number of simultaneous users without performance impact
No information available
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Disaster Recovery
Systems and processes to restore functionality after disruptions
No information available
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Recovery Time Objective
Target time for system recovery after an incident
No information available
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Mobile App Availability
Dedicated native applications for mobile devices
No information available
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Browser Compatibility
Range of web browsers supported by the platform
No information available
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API Request Limit
Maximum number of API calls allowed per time period
No information available
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