New York, October 22 (Reuters) / PRNewswire / -- S& P Global (New York Stock Exchange ticker: SPGI) announced today that it has expanded the AI driving capabilities within its private market ecosystem, including new iLEVEL enhancements that allow for the direct integration of AI into private market workflows. Customers will also be able to securely connect their iLEVEL data and functions to Copilot and other AI tools via iLEVEL's MCP servers, while maintaining existing access controls and permissions. These enhancements will natively AI capabilities, including iLEVEL and Agent, with valuation, performance analysis, and other complementary data and solutions from S& P Global. S& P Global stated that these features are designed to help asset managers and asset allocators work more quickly and efficiently throughout the entire investment lifecycle.

The core of this expansion is iLEVEL, which is a platform for S& P Global targeting the private market, used for portfolio monitoring, valuation, reporting, and data management. The latest upgrade is built upon the AI function that directly integrates iLEVEL, helping to automate data-intensive workflows and allowing users to gain insights into their portfolios through natural language search. In addition, the MCP servers of iLEVEL enable customers to connect their iLEVEL data and functions with Copilot and Claude among other AI tools, allowing them to use iLEVEL more flexibly within their chosen AI tools and intelligent agent workflows, while maintaining the existing iLEVEL permissions and access control.

Kelly McGeehan, the head of marketing and regulation at Enterprise Solutions under S& P Global Market Intelligence, stated: "Private equity market companies are increasingly in need of interconnected data, analytics, and work processes to help them operate more efficiently and make decisions with greater confidence. We are integrating various capabilities within S& P Global's private equity market ecosystem, and iLEVEL plays a crucial role in connecting customer data and work processes with the analytics, valuation, and AI capabilities they require, helping them to make more informed decisions."

The main enhanced features include:

• iLEVEL embeds AI and connects with AI: iLEVEL directly integrates the platform's AI functions, including native iLEVEL and Agent, as well as AI-driven data ingestion, natural language search, and other intelligent workflows. Apart from iLEVEL, the platform's MCP servers are designed to help users integrate governed and verified iLEVEL data and functions into third-party AI applications and agent workflows. Together, these capabilities allow customers to use AI directly within iLEVEL or bring trusted iLEVEL data into their preferred AI environments.
• Integrated valuation: The enhanced integration between iLEVEL and S& P Global Private Market Valuations simplifies the documentation and data exchange required for third-party valuation opinions, and allows for direct delivery of results within iLEVEL. Customers can use self-service software for valuation or outsource the process to S& P Global experts.
• Private Lending and Contract Monitoring: iLEVEL supports private lending investment workflows, including contract monitoring, to help investment teams monitor compliance with the terms of credit agreements and identify potential signs of deterioration and newly emerging risks in the portfolio.
• Extended Performance Analysis: Earlier this year, following the launch of performance analyses for S& P Global, Cambridge Associates, and Mercer (businesses under Marsh), the relevant datasets have been further expanded in collaboration with contributions from the fields of private credit, physical assets, and private equity GP. iLEVEL plays an important role in advancing these analyses by standardizing, aggregating, and anonymizing the GP data.
• S& P Global ecosystem connectivity expansion: iLEVEL continues to expand connections with S& P Global for complementary data, analytics, and solutions, enabling customers to extend private market workflows beyond traditional monitoring and reporting. These connections cover Capital IQ, insights, WSO, Outreach360 stakeholder engagement, risk and reputation screening, as well as CLM Pro transaction lifecycle workflows.

These upgrades have propelled S& P Global's broader private market strategy, integrating data, valuation, analysis, benchmarks, and workflow solutions throughout the entire investment lifecycle.

iLEVEL has over 15 years of experience serving more than 700 private equity firms worldwide, supporting workflows throughout the entire lifecycle of private equity market transactions. It simplifies data collection, portfolio analysis, valuation, peer comparison, capital structure analysis, and reporting. Its software capabilities are also complemented by outsourcing services, ranging from data collection and resource allocation to strategic projects.

For more information on S& P Global's private market insights and products, please visit the relevant pages.

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About S& P Global

S& P Global (New York Stock Exchange ticker: SPGI) helps enterprises, governments, and individuals make more informed decisions with trusted data, expertise, and technology. We drive the development of “Essential Intelligence” through world-leading benchmarks, data, and insights, enabling our clients to plan confidently, act decisively, and thrive in a rapidly changing global environment.

From helping clients assess new investments in capital and commodity markets, to addressing energy expansion, the accelerated development of artificial intelligence, and the evolution of public and private markets, we assist leading organizations around the world in unlocking opportunities, overcoming challenges, and planning for tomorrow – all starting today. For more information, please visit www.spglobal.com.