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S&P Global Unveils iLEVEL Document Search: A Transformative AI Tool for Portfolio Management

In a significant advancement for private market investors, S&P Global (NYSE: SPGI) has introduced its latest innovation, the iLEVEL Document Search. This state-of-the-art AI-powered search capability allows investment professionals to extract crucial insights from their investment documents through natural language queries. The launch, announced on August 7, 2025, underscores S&P Global's commitment to enhancing portfolio intelligence and decision-making processes for asset managers.

Revolutionizing Portfolio Intelligence

Private equity firms currently face challenges as they grapple with record levels of dry powder amidst stagnant portfolios. The introduction of iLEVEL Document Search addresses these challenges by providing deeper insights into portfolio performance factors. Instead of sifting through dense spreadsheets and static reports, users can now ask open-ended questions about their holdings and receive tailored responses that guide their investment strategies.

Key Features of iLEVEL Document Search

• - Natural Language Querying: Users can engage with the system in a conversational manner, moving beyond traditional methods like templates or simple pivot tables. This capability empowers investment teams to explore their portfolios in unprecedented ways.
• - Annotations for Traceability: Each search result is accompanied by detailed annotations that link data points back to original sources. This transparency fosters trust and verifiability in the data being utilized for decision-making.
• - Permissions-Based Results: The tool is designed to prioritize confidentiality. Search results are tailored based on user credentials, ensuring sensitive materials remain secure while still offering comprehensive data access to authorized users.

Christopher Sparenberg, Head of iLEVEL at S&P Global Market Intelligence, remarked, "We are moving from an era of portfolio monitoring to one of portfolio intelligence. As deal flows slow down and exit capacities become tighter, firms that can uncover hidden opportunities will emerge as leaders. iLEVEL Document Search enables teams to identify risks and capitalize on undiscovered opportunities with confidence."

Building Product Capabilities

The rollout of iLEVEL Document Search complements prior enhancements to the platform, such as Automated Data Ingestion and Covenant Monitoring, which were implemented to ensure users benefit from a comprehensive suite of portfolio management solutions. The iLEVEL Credit solution, which also incorporates tools like Capital Structure Analysis and Financial Spreading, exemplifies S&P Global's commitment to advancing the private markets segment.

A Commitment to Excellence

S&P Global continues to establish itself as a crucial ally for private equity and venture capital firms by providing a holistic approach to financial analytics. With a diverse array of offerings — from private company data and valuations to risk analytics — the company aims to maximize operational efficiency and drive investment returns for its clients.

To learn more about S&P Global's insights and solutions for private markets, interested parties can visit their official website.

Conclusion

With the launch of iLEVEL Document Search, S&P Global reinforces its position at the forefront of financial technology innovation. As the private markets landscape evolves, tools like these are essential for investors to navigate complex environments, make informed decisions, and ultimately achieve growth.

For media inquiries, please contact:

• - Orla O'Brien, S&P Global, +1 857-407-8559
• - Erina Aoyama, S&P Global Market Intelligence, +1 917-755-7943

About S&P Global

S&P Global provides essential intelligence that empowers entities globally with the right data, expertise, and technology. Whether aiding customers in evaluating investments or guiding them through sustainability challenges, S&P Global is committed to unlocking opportunities and solving challenges across markets.