S&P Global Market Intelligence Enhances Private Asset Portfolio Management with AI-Powered iLEVEL Document Search

S&P Global Market Intelligence has launched iLEVEL Document Search, an AI-driven tool that enhances private market portfolio management by allowing natural language queries of investment documents. The platform, already used by over 700 investors, streamlines data processes and improves portfolio intelligence. With its advanced features and permissions-based access control, iLEVEL Document Search addresses the need for detailed portfolio intelligence in the private equity landscape.

S&P Global Market Intelligence has introduced iLEVEL Document Search, an innovative AI-driven tool designed to enhance private market portfolio management. This new capability allows investment professionals to query comprehensive investment documents using natural language queries, significantly improving their ability to explore and understand the factors influencing portfolio performance.

iLEVEL Document Search addresses the critical need for deeper portfolio intelligence, especially in the current environment where private equity firms hold record levels of dry powder while existing portfolios remain in a prolonged holding pattern. The tool leverages advanced AI-driven data extraction technology to democratize data, unlocking previously hidden insights and breaking down information silos.

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 confidentiality of sensitive materials while delivering a seamless search experience.

According to Christopher Sparenberg, Head of iLEVEL, S&P Global Market Intelligence, "We're moving from an era of portfolio monitoring to one of 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."

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. It is currently used by over 700 investors to manage their portfolios.

For more information about iLEVEL Document Search, visit the S&P Global Market Intelligence website [here](https://www.spglobal.com/marketintelligence).

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
[2] https://www.marketscreener.com/news/artificial-intelligence-meets-private-asset-portfolio-management-with-ilevel-document-search-from-s-ce7c5ed9de88f12c
[3] https://www.barchart.com/story/news/33919474/artificial-intelligence-meets-private-asset-portfolio-management-with-ilevel-document-search-from-sp-global-market-intelligence