Artificial Intelligence meets Private Asset Portfolio Management with iLEVEL Document Search from S&P Global Market Intelligence

Rhea-AI Summary

S&P Global Market Intelligence (NYSE:SPGI) has launched iLEVEL Document Search, an AI-powered search capability for private market investment professionals. The tool enables natural language querying of investment documents including board decks, quarterly financials, and fund financials, helping users extract valuable portfolio insights.

The platform features advanced AI-driven data extraction, annotations for traceability, and permissions-based access control. Currently used by over 700 investors, iLEVEL helps General Partners and Limited Partners streamline data collection, valuation, and reporting workflows. This launch follows recent platform enhancements including Automated Data Ingestion and Capital Structure Analysis.

Positive

• Integration of advanced AI technology for natural language document querying
• Enhanced portfolio intelligence capabilities for private market investors
• Large existing user base of over 700 investors
• Improved data accessibility and traceability with source annotations

Negative

• None.

Insights

Financial Technology Analyst

S&P Global's new AI-powered iLEVEL Document Search enhances private market portfolio analysis, strengthening their competitive position in financial data services.

S&P Global Market Intelligence has launched iLEVEL Document Search, an AI-powered tool that represents a significant enhancement to their private markets portfolio management solution. This innovation allows investment professionals to extract intelligence from documents using natural language queries, transforming unstructured data into actionable insights.

The timing of this release is strategically important. With private equity firms sitting on record levels of dry powder while portfolios remain in extended holding patterns, the need for deeper portfolio intelligence has intensified. Market conditions featuring multi-year low deal flows and tightening exit windows create an environment where extracting maximum value from existing investments becomes crucial.

The technology addresses several key pain points in private markets investing. Traditional portfolio analysis often suffers from information silos and limited visibility into unstructured data. By enabling natural language querying across board decks, quarterly financials, and fund documents, the platform democratizes access to previously hidden insights while maintaining security through permissions-based access controls.

For S&P Global, this release strengthens their competitive positioning in the financial data services market. It builds upon their existing iLEVEL platform, which already serves over 700 investors. The emphasis on AI capabilities aligns with broader industry trends toward automation and intelligence augmentation in financial services, potentially creating differentiation in a competitive market.

The product launch follows other recent enhancements to the platform, including Automated Data Ingestion and Capital Structure Analysis, suggesting a coherent product development roadmap focused on increasing the value proposition for private market investors.

Private market portfolio insights and decision-making enhanced through advanced AI-powered document queries

iLEVEL Document Search enables users to query comprehensive investment documents, including board decks and financial statements

NEW YORK, Aug. 6, 2025 /PRNewswire/ -- S&P Global Market Intelligence, a provider of information services and solutions to global markets, today announced the launch of iLEVEL Document Search, a new AI-powered search capability that enables private market investment professionals to extract intelligence from investment documents using natural language queries. This innovative tool transforms asset managers' ability to explore and understand the factors that shape portfolio performance, facilitating faster, more informed decisions.

With private equity firms holding record levels of dry powder while existing portfolios remain in a prolonged holding pattern, iLEVEL Document Search addresses the critical need for deeper portfolio intelligence. Users can now query all documents stored in iLEVEL's Document Library, including board decks, quarterly financials, annual financials and fund financials. The tool leverages advanced AI-driven data extraction technology to democratize data by unlocking previously hidden insights and breaking down information silos.

Key capabilities include:

• Natural Language Querying: Users can ask open-ended questions about their portfolios, enabling exploration beyond traditional templates or pivot tables.
• Annotations for Traceability: All search results include granular annotations linking every data point to original sources.
• Permissions-Based Search Results for Confidentiality: Results restrict access based on user credentials, maintaining confidentiality of sensitive materials while delivering a seamless search experience.

"We're moving from an era of portfolio monitoring to one of portfolio intelligence," said Christopher Sparenberg, Head of iLEVEL, S&P Global Market Intelligence. "With deal flow at multi-year lows and exit windows tightening, the firms that will thrive are those that can unlock the 'unknown unknowns' in their existing portfolios to create differentiated value. iLEVEL Document Search enables investment teams to discover new opportunities and identify risks to make decisions with conviction."

The launch of iLEVEL Document Search builds on recent enhancements to the platform, including Automated Data Ingestion and Capital Structure Analysis.

Launched in 2010, iLEVEL is a leading private markets portfolio management solution that helps General Partners and Limited Partners streamline data collection, valuation and reporting workflows, and is leveraged by more than 700 investors to manage their portfolios.

To learn more about iLEVEL Document Search, visit our website here.

Media Contact:
Erina Aoyama
Director, Communications, S&P Global Market Intelligence
+1 917 755 7943
erina.aoyama@spglobal.com
press.mi@spglobal.com

About S&P Global Market Intelligence

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today.

For more information, visit www.spglobal.com/marketintelligence.

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/artificial-intelligence-meets-private-asset-portfolio-management-with-ilevel-document-search-from-sp-global-market-intelligence-302522211.html

SOURCE S&P Global Market Intelligence

FAQ

What is S&P Global's new iLEVEL Document Search feature?

iLEVEL Document Search is an AI-powered search capability that allows private market investment professionals to query investment documents using natural language, enabling deeper portfolio intelligence and faster decision-making.

How many investors currently use S&P Global's iLEVEL platform?

The iLEVEL platform is currently used by more than 700 investors to manage their portfolios, streamline data collection, valuation, and reporting workflows.

What are the key features of SPGI's iLEVEL Document Search?

Key features include natural language querying of investment documents, granular annotations linking data points to original sources, and permissions-based search results for maintaining confidentiality.

When was the iLEVEL platform first launched by S&P Global?

The iLEVEL platform was launched in 2010 as a private markets portfolio management solution.

What types of documents can be searched using iLEVEL Document Search?

Users can search board decks, quarterly financials, annual financials, and fund financials stored in iLEVEL's Document Library.