Core Insights - S&P Global Market Intelligence has launched iLEVEL Document Search, an AI-powered tool designed to enhance the ability of private market investment professionals to extract intelligence from investment documents using natural language queries [1][2][3] - The tool addresses the need for deeper portfolio intelligence as private equity firms hold record levels of dry powder while existing portfolios remain stagnant [2][3] - iLEVEL Document Search aims to transition from portfolio monitoring to portfolio intelligence, enabling firms to uncover hidden insights and create differentiated value in a challenging market environment [3] Key Features - Users can query a comprehensive range of documents stored in iLEVEL's Document Library, including board decks and financial statements, facilitating faster and more informed decision-making [2][3] - The tool employs advanced AI-driven data extraction technology to democratize data access and break down information silos [2][3] - Key capabilities include natural language querying, annotations for traceability linking data points to original sources, and permissions-based search results to maintain confidentiality [6] Background Information - iLEVEL, launched in 2010, is a leading private markets portfolio management solution utilized by over 700 investors for data collection, valuation, and reporting workflows [4] - The launch of iLEVEL Document Search builds on recent enhancements to the platform, including Automated Data Ingestion and Capital Structure Analysis [3]
Artificial Intelligence meets Private Asset Portfolio Management with iLEVEL Document Search from S&P Global Market Intelligence