Patria Investimentos, one of Brazil’s largest alternative investment management and corporate advisory firms, has selected iLevel to provide portfolio monitoring and reporting software solutions.
iLevel will help the firm to automate portfolio company data collection, improve efficiencies, and achieve integrated, real-time access to all of its investment data.
iLevel will provide Patria with an end-to-end solution for collecting, analysing, and reporting on investment data, which will be leveraged across numerous departments, including Investor Relations, Deal Teams, and Operations. Patria’s investment portfolio is one of the most diversified in Brazil, and includes private equity, real estate, and infrastructure. iLevel was selected as a result of its ability to support any alternative asset class, and its deep integration with Microsoft Excel, which allows users from all departments to easily access key data in an environment that will not disrupt day-to-day workflow.
"iLevel will help us to streamline internal workflows, like data collection and valuation, by eliminating manual and redundant re-keying of investment data," says Marcelo Nogueira, Chief Financial Officer of Patria. "Perhaps more importantly, though, having all of our investment data in a single, centralized repository gives us better control of our information, and enables managers to quickly and easily analyze it. Having on-demand access to all of our vital data assets gives us the power to manage risk more effectively and take advantage of opportunities within our portfolio."
iLevel enables users to retrieve investment data for Excel analysis via intuitive, straightforward formulas. Alternatively, users can take advantage of iLevel’s robust web-based business intelligence portal. Advanced configuration options incorporate "smart views," which provide flexible data grids that can be customised to each user’s preferences for a personalised view of portfolio or investment data.
"We are very pleased about the opportunity to work with Patria Investimentos," says Rick Kushel, CEO of iLevel Solutions. "We believe that iLevel’s streamlined solutions for efficient, on-demand access to investment data will provide Patria with a first-mover advantage in the rapidly growing Brazilian market. Real-time access to data means that our clients can turn their investment information into operational intelligence — and drive performance and returns."