We’re proud to announce the Closed Beta release of Levelup, the Financial Intelligence Platform built for advisors, investors, and multi-entity SMB operators who need transparency, comparability, and actionable insights across their financial data.
Levelup brings together clean general ledger data and valuation-centered analytics into one platform — offering standardization without sacrificing nuance, and automation that respects accounting complexity.
Core Platform Capabilities
Portfolio Tools and Navigation
Sharing, Permissions, and Organizational Management
Data Integrations and Sync Architecture
Advanced Navigation & Usability
Organization and Admin Management
Availability
Know your portfolio
Purpose-built insights. Deep analysis. Relentless attention to details.
