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First Reserve Selects iLEVEL to Monitor Portfolio

BX, CG

iLEVEL, the cloud-based software provider to the private capital market, announced today that First Reserve has selected the iLEVEL Private Capital Data Platform to streamline their portfolio data collection process, and to manage the performance data of their large and diverse portfolio of energy assets. First Reserve is the largest global private equity and infrastructure investment firm exclusively focused on energy, with operations spanning the energy spectrum from upstream oil and gas to midstream and downstream, including resources, equipment and services, and infrastructure.

“We have been in the market for a long time for a system that could handle our complex and vast portfolio of energy-related companies. Our investment process relies on numerous data points, so we need portfolio information in a single reliable platform which allows us to focus on investing and not on organizing our data,” said Jennifer Zarrilli, Managing Director and CFO of First Reserve. “As we continue to pursue investment opportunities throughout the energy value chain, we expect iLEVEL to streamline our internal process and ultimately result in an optimized process for our investors.”

General Partners on iLEVEL track portfolio performance data, including financial and operating metrics, and company-specific indicators in a single, centralized repository. This single source of the truth enables a higher level of performance reporting and increases the efficiency of both investment decisions and operations in a diverse, active portfolio like First Reserve’s.

“First Reserve is an extremely prominent energy investment firm, and their selection of iLEVEL further validates the platform’s suitability across industry groups and for funds of all sizes,” said Kevin Black, CEO of iLEVEL. “The year 2014 has been one of rapid growth across different types of private capital clients for iLEVEL, and we are excited to have First Reserve as one of those new clients.”

The number of firms on iLEVEL has doubled in the past year and includes alternative investment firms of varying sizes that employ a wide range of investment strategies including Real Estate, Credit and Venture Capital. Leading LPs and Funds of Funds are also adopting iLEVEL. 4,000 iLEVEL users span the globe, tracking over 700 million data points across 7,000 portfolio companies.

About First Reserve

First Reserve is the largest global private equity and infrastructure investment firm exclusively focused on energy. With over 30 years of industry insight, investment expertise and operational excellence, the Firm has cultivated an enduring network of global relationships and raised more than USD $30 billion of aggregate capital since inception. First Reserve has completed more than 475 transactions (including platform investments and add-on acquisitions), and its portfolio companies have significant operations on six continents. These operations span the energy spectrum from upstream oil and gas to midstream and downstream, including resources, equipment and services and infrastructure. First Reserve has offices in Greenwich, CT; Houston, TX; London, U.K. and Hong Kong. Please visit www.firstreserve.com for more information.

About iLEVEL

iLEVEL offers a market-leading cloud-based Private Capital Data Platform that empowers fund managers and investors to control information and gain actionable insights by taking data collection, investment analysis and performance reporting to a whole new level. Investors in iLEVEL include Blackstone (NYSE: BX), The Carlyle Group (NASDAQ: CG), Duff & Phelps, Hamilton Lane, Swift River Investments, and Egis Capital Partners. For more information, visit www.ilevelsolutions.com.



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