The AI agent for iLevel | Menza
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YOUR ILEVEL PORTFOLIO, QUERYABLE IN PLAIN ENGLISH.

Connect iLevel to Menza and ask about funds, investments, assets and securities in plain English — how metrics trend across the portfolio, where reporting gaps sit, what a holding returned. Menza queries financial data live through the official iLevel API, no template exports, and the connector is strictly read-only.

  • Reads other data
  • Generates answers and insights
  • Connects via the official API

What can Menza do with iLevel?

Compare holdings without a template

Ask how revenue or EBITDA trends across portfolio companies and Menza queries live iLevel data by entity, period and scenario — one answer instead of an afternoon in extract templates.

Catch reporting gaps before quarter close

Ask which entities are missing data for the current period and Menza reads live submissions across funds, so you chase the outstanding portfolio companies weeks before the deadline crunch.

Answer LP questions from live data

When an investor asks about a fund's transactions, valuations or a specific asset, ask Menza and get the figures from live iLevel data — grounded, current, and ready to forward.

See these answers on your own iLevel data.

Menza working with iLevel.

Menza watches your iLevel data and surfaces what's worth knowing the moment it spots it — the margins, stockouts, and trends you'd otherwise dig for. Read-only: it answers and flags, never changes your data.

MenzaMenzajust now

Q1 data is complete for 13 of 18 portfolio companies in Fund III — five are still missing revenue actuals. All five gaps sit in the same period and scenario; the rest of their metrics arrived on time.

MenzaMenza6m ago

EBITDA across the industrials holdings grew 9.8% year on year, led by two assets. Strip those two out and the rest of the segment is flat — the growth story is narrower than the average suggests.

Connect iLevel in a couple of clicks.

Is my iLevel data secure?

Your credentials are encrypted at rest and never exposed to the AI. Menza reads your data through the provider's official API using the access you grant, and you stay in control of what it can do — read-only by default, with any actions gated behind your approval.

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  • Encrypted in transit and at rest
  • Scoped access — you choose what Menza can see
  • Read-only by default; any action needs your approval
  • Credentials are encrypted and never shown to the AI
  • Revoke access at any time

iLevel questions, answered.

How does Menza connect to iLevel?

You connect with your iLevel API credentials — enter them once and Menza handles the rest server-side. They're encrypted at rest and never shown to the AI, and Menza queries your instance through the official iLevel API.

What can Menza answer about my iLevel data?

Anything your credentials reach: funds, investments, assets, securities, financial data, transactions and documents. Ask how a metric trends across the portfolio, what a fund's holdings look like this period, or which entities have submitted data.

Is my iLevel data safe with Menza?

Yes. Your credentials are encrypted and never exposed to the AI, and Menza can only access what they grant. This connector is strictly read-only — Menza never writes to iLevel; it queries data to answer your questions and flag gaps.

How fresh are the numbers Menza reports?

Live. Menza queries iLevel at the moment you ask, against the periods, scenarios and currencies you specify — so answers reflect the data currently in iLevel, not a stale extract from the last reporting cycle.

Put Menza to work on your iLevel data.