iLevel.Platform.Excel.AddIn 24.7

iLevel.Platform.Excel.AddIn

Description: The iLEVEL Excel Add‑In connects Microsoft Excel to your organization’s iLEVEL environment, making it easy to pull portfolio, fund, and KPI data directly into spreadsheets. It helps private markets teams build models, dashboards, and reports that stay linked to a single source of truth, so numbers can be refreshed with a click instead of managed through manual exports.

Key features:

• Direct data access: Retrieve portfolio, fund, company, and metric data from iLEVEL into Excel.
• Refreshable workbooks: Update reports and models with the latest figures without rebuilding queries.
• Flexible queries: Filter by entities, time periods, and measures to tailor the data you pull.
• Governance-aware: Data visibility in Excel reflects the access and permissions set in iLEVEL.
• Reusable templates: Create standardized reporting packs and analysis templates for your team.

Typical use cases:

• Quarterly reporting and investor materials
• Portfolio monitoring and KPI tracking
• Valuation and performance analysis
• Scenario and trend comparisons

Requirements and notes:

• An active iLEVEL subscription and user credentials are required.
• Installation and access are typically managed by your IT or iLEVEL administrator.
• A supported version of Microsoft Excel for Windows is recommended.

Support: For setup or troubleshooting, contact your internal iLEVEL administrator or your iLEVEL support representative.

iLevel.Platform.Excel.AddIn is developed by Rackspace. The most popular versions of this product among our users are: 6.6, 7.0 and 7.1.

You can check Kutools for Excel, Dose for Excel, Unit Converter for Excel and other related programs like XLTools Add-In for Microsoft Excel at the "download" section.