Artificial Intelligence meets Private Asset Portfolio Management with iLEVEL Document Search from S&P Global Market Intelligence
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.
S&P Global Market Intelligence (NYSE:SPGI) ha lanciato iLEVEL Document Search, una funzionalit脿 di ricerca potenziata dall'intelligenza artificiale dedicata ai professionisti degli investimenti nei mercati privati. Lo strumento consente di interrogare in linguaggio naturale documenti di investimento come presentazioni al consiglio, bilanci trimestrali e bilanci dei fondi, aiutando gli utenti a estrarre preziose informazioni sul portafoglio.
La piattaforma offre un'estrazione dati avanzata basata su AI, annotazioni per la tracciabilit脿 e controllo degli accessi basato sui permessi. Attualmente utilizzata da oltre 700 investitori, iLEVEL supporta General Partners e Limited Partners nel semplificare i processi di raccolta dati, valutazione e reporting. Questo lancio segue gli ultimi miglioramenti della piattaforma, tra cui l'Automated Data Ingestion e l'Analisi della Struttura del Capitale.
S&P Global Market Intelligence (NYSE:SPGI) ha lanzado iLEVEL Document Search, una capacidad de b煤squeda impulsada por inteligencia artificial para profesionales de inversiones en mercados privados. La herramienta permite consultas en lenguaje natural de documentos de inversi贸n como presentaciones para juntas, estados financieros trimestrales y financieros de fondos, ayudando a los usuarios a extraer valiosos insights de portafolio.
La plataforma cuenta con extracci贸n avanzada de datos basada en IA, anotaciones para trazabilidad y control de acceso basado en permisos. Actualmente usada por m谩s de 700 inversores, iLEVEL ayuda a General Partners y Limited Partners a optimizar los flujos de trabajo de recopilaci贸n de datos, valoraci贸n e informes. Este lanzamiento sigue a recientes mejoras en la plataforma, incluyendo la Ingesta Autom谩tica de Datos y el An谩lisis de Estructura de Capital.
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S&P Global Market Intelligence (NYSE:SPGI) a lanc茅 iLEVEL Document Search, une fonctionnalit茅 de recherche aliment茅e par l'IA destin茅e aux professionnels de l'investissement sur les march茅s priv茅s. Cet outil permet des requ锚tes en langage naturel sur des documents d'investissement tels que les pr茅sentations au conseil d'administration, les rapports financiers trimestriels et les 茅tats financiers des fonds, aidant les utilisateurs 脿 extraire des insights pr茅cieux sur leur portefeuille.
La plateforme propose une extraction avanc茅e de donn茅es bas茅e sur l'IA, des annotations pour la tra莽abilit茅 et un contr么le d'acc猫s bas茅 sur les permissions. Actuellement utilis茅 par plus de 700 investisseurs, iLEVEL aide les General Partners et Limited Partners 脿 rationaliser les flux de travail de collecte de donn茅es, d'茅valuation et de reporting. Ce lancement fait suite 脿 des am茅liorations r茅centes de la plateforme, notamment l'Automatisation de l'Ingestion des Donn茅es et l'Analyse de la Structure du Capital.
S&P Global Market Intelligence (NYSE:SPGI) hat iLEVEL Document Search eingef眉hrt, eine KI-gest眉tzte Suchfunktion f眉r Investment-Profis im privaten Markt. Das Tool erm枚glicht die Abfrage von Investitionsdokumenten wie Vorstandspr盲sentationen, Quartalsabschl眉ssen und Fondsfinanzen in nat眉rlicher Sprache und hilft Nutzern, wertvolle Portfolioeinblicke zu gewinnen.
Die Plattform bietet fortschrittliche KI-basierte Datenerfassung, Anmerkungen zur Nachverfolgbarkeit und zugriffsbasierte Berechtigungskontrolle. Derzeit wird iLEVEL von 眉ber 700 Investoren genutzt und unterst眉tzt General Partners sowie Limited Partners dabei, die Datenerfassung, Bewertung und Berichterstattung zu optimieren. Dieser Launch folgt auf k眉rzliche Plattformverbesserungen wie Automatisierte Datenerfassung und Kapitalstruktur-Analyse.
- 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
- None.
Insights
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
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 听补苍诲 .
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 .
Media Contact:
Erina Aoyama
Director, Communications, S&P Global Market Intelligence
+1 917 755 7943
[email protected]
[email protected]
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.
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