S&P Global has introduced iLEVEL Document Search, an advanced AI-powered search tool designed to help private market investment professionals uncover critical insights from investment documents using natural language queries. This cutting-edge capability empowers asset managers to explore portfolio data in entirely new ways, enabling faster, more informed decision-making.
In today’s market environment where private equity firms are holding unprecedented amounts of dry powder and portfolio exits are stalling access to deeper, actionable intelligence is more important than ever. iLEVEL Document Search addresses this need by allowing users to scan and analyze every document stored within the iLEVEL Document Library, including board presentations, quarterly and annual financial reports, and fund-level financial statements.
By harnessing advanced AI-driven data extraction, the tool breaks down data silos and reveals hidden insights that were previously difficult to access.
Key Features of iLEVEL Document Search
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Natural Language Querying: Investors can ask open-ended questions about their portfolios, going beyond static templates and pivot tables.
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Annotations for Traceability: Each search result comes with detailed annotations, linking every data point to its original source for full transparency.
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Permissions-Based Access for Confidentiality: Search results are filtered according to user credentials, ensuring sensitive information remains secure while delivering a seamless research experience.
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“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 builds upon recent iLEVEL innovations, such as Automated Data Ingestion and enhanced tools for Capital Structure Analysis, Covenant Monitoring, and Financial Spreading within the iLEVEL Credit solution.
These advancements reflect S&P Global’s ongoing commitment to delivering a comprehensive suite of private markets solutions, spanning private company data, valuations, risk analytics, and portfolio management services helping firms drive both investment and operational alpha.