Connect iLevel and ATLAS to consolidate your data, connect with other apps, and enhance reporting.

Maintain data quality, integrity, and consistency across platforms

  Power advanced, cross-system reporting and analysis

Our team of Private Capital technology experts maintains and manages your connections, ensuring vendor API updates are applied on time and any disruptions are resolved quickly.

ATLAS is trusted by top Private Capital firms to integrate and consolidate their data

iLevel

iLEVEL is a portfolio monitoring platform for private capital firms, designed to centralize data, automate reporting workflows, and improve transparency. It supports data collection, performance analysis, and benchmarking through customizable dashboards and integrations. Firms use iLEVEL for valuations, peer comparisons, cash forecasting, and capital structure analysis.
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Potential Use Cases Examples

Added Insights into Portfolio Performance

Consolidate dead deal data from due diligence and compare with live assets to benchmark and inform future decisions.

Portfolio Monitoring

Advisor Reciprocity Reporting

Consolidate advisor-related data to analyze performance, track reciprocity, and identify opportunities to optimize advisor relationships and value across deals.

CRMHRPortfolio Monitoring

Connect Any Market Data Provider with an API

Use ATLAS to connect CRMs or monitoring tools with market data providers via API, even without native platform integrations.

CRMMarket DataPortfolio Monitoring

Consolidate Fund & Portfolio Data

Give investor servicing teams validated, consolidated fund and portfolio data to answer investor queries in minutes instead of days.

CRMFund AdministratorPortfolio Monitoring

PM System Integration for Reporting

Integrate the portfolio monitoring system with ATLAS to enable flexible reporting and share portfolio data across teams.

BI PlatformPortfolio Monitoring

Scenario Analysis

Integrate Anaplan and portfolio monitoring with ATLAS to assess financial and economic scenarios’ impact on your portfolio.

AnaplanPortfolio Monitoring

Update Company Comps to Streamline Valuation Updates

Automate updates for public company metrics used as comps in the portfolio company valuation process.

Market DataPortfolio Monitoring

Access the full brochure

Get more information on ATLAS Integration Platform, its features and benefits.

Download Brochure

What is ATLAS?

Best-in-class data strategy for Private Markets firms

Best-in-Class Reporting

With ATLAS, your firm has the flexibility to meet any reporting need while streamlining processes.

Holland Mountain can provide BI developers to help design and create reports that are accurate and built for your firm’s needs.

Firms can either:

  • Leverage our library of pre-built reporting modules for fast, reliable reporting out of the box.
  • Build custom dashboards and reports tailored to your exact requirements.

Contact Us

Connect iLevel to your firm's data and technology stack.

Schedule a demo

ATLAS Integrations & Connectors

Our fast-growing list of connectors to operational systems, market data sources and fund administrators.

We are constantly adding to our Partner Network based on client projects and requests. If your products are not listed, we will work with the vendor to develop a connector.