S&P Global Launches iLEVEL Document Search for Private Market Investment Professionals

• S&P Global Market Intelligence launches iLEVEL Document Search • AI-powered tool enables private market investment professionals to query documents • Enhances portfolio insights and decision-making • Natural language queries extract intelligence from investment documents • Addresses critical need for deeper portfolio intelligence in private equity firms.

S&P Global Market Intelligence has introduced iLEVEL Document Search, an AI-powered tool designed to enhance the decision-making process for private market investment professionals. This innovative capability allows users to query comprehensive investment documents, including board decks and financial statements, using natural language queries [1].

The tool leverages advanced AI-driven data extraction technology to democratize data by unlocking previously hidden insights and breaking down information silos. 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 [1].

Key features of iLEVEL Document Search 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 the confidentiality of sensitive materials while delivering a seamless search experience [1].

Christopher Sparenberg, Head of iLEVEL, S&P Global Market Intelligence, emphasized the shift from portfolio monitoring to portfolio 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" [1].

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 [1].

For more information about iLEVEL Document Search, visit the S&P Global Market Intelligence website [1].

References:
[1] https://press.spglobal.com/2025-08-06-Artificial-Intelligence-meets-Private-Asset-Portfolio-Management-with-iLEVEL-Document-Search-from-S-P-Global-Market-Intelligence