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