Knowledge

Maestro + iLEVEL: Connecting Value Creation Inputs to Financial Outcomes

02/06/2025

As value creation continues to emerge as a critical lever in generating private equity returns, deal teams and operating partners are increasingly challenged to demonstrate a clear and unambiguous connection between the initiatives executed as part of their value creation plans and portfolio company financial performance. In today’s investment environment marked by stubborn inflation, persistent high interest rates, and a slower pace of growth, “buy-and-hold” and basic financial engineering tactics are unacceptable strategies for generating desired returns. The requirement to create value and showcase impact has never been more pronounced.

As the first and leading platform purpose-built to support formalized and structured value creation in PE, Maestro is regularly used by more than 50 sponsors and over 1,500 portfolio companies to plan and execute value creation plans. Maestro is used across deal teams, operating teams, portfolio management teams, and external stakeholders to memorialize value creation plans, establish governance and ownership, measure and report on impact, and establish best practices that can be replicated with new investments. 

Now, through a new integration with iLEVEL, the industry-leading portfolio monitoring platform, Maestro users will have new and expanded opportunities to understand the direct impact of value creation strategies on company growth.

Through this new integration, users of both Maestro and iLEVEL will have access to a consolidated, real-time view of operational and financial metrics. Users will be able to quantify the impact of specific initiatives, increase transparency and collaboration between and among sponsor and management teams, and better understand which activities and levers yield the greatest impact. 

By improving the workflow of data input into Maestro, management teams can spend less time updating numbers and more time leveraging insights for key decision-making. With access to consistent and accurate financial data, sponsors can drive greater alignment between deal and operating teams. 

“The new integration between iLEVEL and Maestro has greatly improved visibility into operational performance across the portfolio, leveraging the rich data in iLEVEL combined with the powerful visualization capabilities in Maestro,” said Ben Willis, Operating Principal at Bregal Sagemount. “Manual processes have been removed, and it has enabled us to work smarter and faster with less time spent on data manipulation and more on driving business growth.”

iLEVEL has long been regarded as the industry leader for portfolio analytics. Maestro has established itself as the solution of choice for operationalized value creation in PE. Investment and portfolio operations teams can now leverage the combined power and capabilities of both platforms to increase the flow of data and analytics, enhance transparency and collaboration, and ultimately quantify and showcase the impact of value creation efforts. 

Contact us to learn more about the Maestro-iLEVEL integration and to schedule a demo



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