S&P Global brings together Artificial Intelligence and Private Asset Portfolio Management with iLEVEL Document Search
S&P Global (NYSE: SPGI) has launched iLEVEL Document Search, an AI-powered search capability designed to revolutionize how private market investors access portfolio intelligence. The new tool enables investment professionals to extract insights from various investment documents using natural language queries.
The solution features three key capabilities: natural language querying for open-ended portfolio exploration, granular annotations linking data to original sources, and permissions-based search results to maintain confidentiality. This launch builds upon recent platform enhancements including Automated Data Ingestion, Capital Structure Analysis, Covenant Monitoring, and Financial Spreading.
S&P Global (NYSE: SPGI) ha lanciato iLEVEL Document Search, una funzione di ricerca potenziata dall'intelligenza artificiale progettata per rivoluzionare il modo in cui gli investitori nei mercati privati accedono alle informazioni sui portafogli. Il nuovo strumento consente ai professionisti degli investimenti di estrarre informazioni da diversi documenti utilizzando query in linguaggio naturale.
La soluzione presenta tre funzionalit脿 principali: interrogazioni in linguaggio naturale per un鈥檈splorazione aperta del portafoglio, annotazioni dettagliate che collegano i dati alle fonti originali e risultati di ricerca basati sui permessi per garantire la riservatezza. Questo lancio si basa su recenti miglioramenti della piattaforma, tra cui l鈥橝utomated Data Ingestion, l鈥橝nalisi della Struttura del Capitale, il Monitoraggio dei Covenant e il Financial Spreading.
S&P Global (NYSE: SPGI) ha lanzado iLEVEL Document Search, una funci贸n de b煤squeda impulsada por inteligencia artificial dise帽ada para revolucionar la forma en que los inversores en mercados privados acceden a la inteligencia de cartera. La nueva herramienta permite a los profesionales de la inversi贸n extraer informaci贸n de diversos documentos de inversi贸n utilizando consultas en lenguaje natural.
La soluci贸n ofrece tres capacidades clave: consultas en lenguaje natural para una exploraci贸n abierta de la cartera, anotaciones detalladas que vinculan los datos con las fuentes originales y resultados de b煤squeda basados en permisos para mantener la confidencialidad. Este lanzamiento se basa en mejoras recientes de la plataforma, incluyendo la Ingesta Autom谩tica de Datos, An谩lisis de Estructura de Capital, Monitoreo de Convenios y Spreading Financiero.
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S&P Global (NYSE: SPGI) a lanc茅 iLEVEL Document Search, une fonctionnalit茅 de recherche aliment茅e par l'IA con莽ue pour r茅volutionner l'acc猫s des investisseurs des march茅s priv茅s 脿 l'intelligence de portefeuille. Ce nouvel outil permet aux professionnels de l'investissement d'extraire des informations 脿 partir de divers documents d'investissement en utilisant des requ锚tes en langage naturel.
La solution offre trois fonctionnalit茅s cl茅s : des requ锚tes en langage naturel pour une exploration ouverte du portefeuille, des annotations d茅taill茅es reliant les donn茅es aux sources originales, et des r茅sultats de recherche bas茅s sur les permissions pour garantir la confidentialit茅. Ce lancement s'appuie sur des am茅liorations r茅centes de la plateforme, notamment l'ingestion automatique des donn茅es, l'analyse de la structure du capital, la surveillance des clauses restrictives et le Financial Spreading.
S&P Global (NYSE: SPGI) hat iLEVEL Document Search eingef眉hrt, eine KI-gest眉tzte Suchfunktion, die darauf ausgelegt ist, die Art und Weise, wie Investoren im privaten Markt auf Portfolio-Informationen zugreifen, zu revolutionieren. Das neue Tool erm枚glicht Investmentprofis, Erkenntnisse aus verschiedenen Anlagedokumenten mittels nat眉rlicher Sprachabfragen zu gewinnen.
Die L枚sung bietet drei Hauptfunktionen: nat眉rliche Sprachabfragen f眉r eine offene Portfolioberatung, detaillierte Anmerkungen, die Daten mit den Originalquellen verkn眉pfen, sowie ergebnisbasierte Suchergebnisse mit Berechtigungen zur Wahrung der Vertraulichkeit. Dieser Start baut auf j眉ngsten Plattformverbesserungen wie automatisierter Datenerfassung, Kapitalstruktur-Analyse, Covenant-脺berwachung und Financial Spreading auf.
- Integration of advanced AI technology for portfolio intelligence
- Enhanced data accessibility and analysis capabilities through natural language queries
- Strengthened security features with permissions-based access
- None.
Insights
S&P Global's new AI-powered iLEVEL Document Search strengthens their market position while addressing critical private equity intelligence needs.
S&P Global's launch of iLEVEL Document Search represents a strategic enhancement to their private markets technology stack at an opportune moment. The timing is particularly significant as private equity firms are sitting on substantial dry powder (uncommitted capital) while facing elongated holding periods for existing investments.
The solution addresses a genuine market pain point: the difficulty in extracting actionable intelligence from unstructured document repositories. By enabling natural language queries across board decks, quarterly financials, and fund documents, S&P Global is effectively transforming unstructured data into structured insights鈥攁 persistent challenge in private markets where standardized data remains elusive.
What's technically noteworthy is the inclusion of annotation capabilities that maintain data lineage back to source documents. This feature addresses the critical compliance and verification requirements that institutional investors face. The permissions-based architecture further demonstrates an understanding of the complex confidentiality requirements in private market operations.
This product launch follows S&P Global's systematic expansion in private markets technology, building upon recent releases including Automated Data Ingestion, Capital Structure Analysis, and Covenant Monitoring. This reflects a cohesive product strategy rather than an isolated initiative.
For S&P Global, this enhancement strengthens their competitive positioning against both traditional financial data providers and emerging fintech competitors in the private markets space, potentially creating new revenue opportunities while deepening relationships with existing clients through expanded platform utility.
New AI-powered capability transforms how private market investors surface portfolio intelligence 鈥� reinforcing S&P Global's leadership in delivering enterprise-grade GenAI solutions to financial professionals
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 , and , Covenant Monitoring and Financial Spreading as part of the solution.
These enhancements represent S&P Global's ongoing commitment to providing a comprehensive suite of solutions to the private markets industry, with offerings spanning private company data, valuations, risk analytics and portfolio management services designed to drive investment and operational alpha.听
To learn more about S&P Global's private markets insights and offerings, visit .
Media Contacts:
Orla O'Brien
S&P Global
+1 857-407-8559
[email protected]听
Erina Aoyama
S&P Global Market Intelligence
+1 917 755 7943
[email protected]听
About S&P Global
S&P Global (NYSE: SPGI) provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.
We are widely sought after by many of the world's leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world's leading organizations plan for tomorrow, today. For more information, visit
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FAQ
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