Case Study
Charlesbank enhances data visibility and usability with the iLEVEL platform
Charlesbank enhances data visibility and usability with the iLEVEL platform Established in 1998, Charlesbank Capital is an experienced middle-market private equity firm with more than $6 billion under management. Learn more at charlesbank.com Challenge Solution Result iLEVEL has enabled Charlesbank to streamline key operations and gain a new level of visibility into their portfolio data. “We can access and analyze the data in formats that previously would have been impractical to generate on a regular basis,” said John Fiyod, CFO at Charlesbank. “We pull current ROI, base case ROI, current EBITDA, forecasted EBITDA, total dollars invested, cumulative capital returned and current market value directly from iLEVEL every week for our staff meeting. Our investment staff can access critic