Private Equity Portfolio Management Solutions

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Get data-driven solutions for private equity

Rapid growth and change in private equity investing have heightened the importance of in-depth data and analytics. To compete, private equity fund managers need high-quality technology solutions that sharpen their insight and streamline their workflows across the full fund lifecycle.

Position your firm for growth with solutions trusted by hundreds of the industry’s leading PE managers. S&P Global’s software and services for private equity, including our leading iLEVEL software, streamline operations and unlock new value from portfolio data. Partner with us to centralize your data and use it to drive faster fundraising, differentiated investment insights and improved investor reporting.

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The Trusted Technology Partner for Private Equity

The world’s leading private equity fund managers – including seven of the largest ten largest PE firms – partner with S&P Global for data and technology solutions that help them create more value.

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Achieve data mastery

Collect and centralize critical information with the leading data technology in the private markets.

Enhance LP relationships

Give investors the exactly the data they need with customizable reporting and the integrated Prism VDR.

Maximize insight

Visualize, analyze and report on portfolio performance using customizable, interactive dashboards.

Access the latest tech

Stay up to date with the latest technology used by leading PE firms, backed by a team of 160+ industry experts.

Access expert help

Work with a trusted partner known for high-quality service and hundreds of successful implementations.

Benchmark performance

Evaluate fund performance in real time and benchmark your portfolio against public and private indices, including Cambridge Associates benchmarks.

Measure ESG impact

Maximize the power of your ESG program with a dedicated solution for data collection and reporting.

Automate valuation

Streamline your valuation process with flexible solutions including valuation software and outsourced services.

Get Technology that Benefits the Entire Firm

Managing Partners

View updated and accurate portfolio company and fund data 24/7.
Access the consolidated data dashboards you need for investment committee and client meetings.
Strengthen relationships with clients and auditors through better reporting and technology infrastructure.
Create and manage a framework for holistic ESG investment and data collection with a dedicated ESG module and public market benchmarks.

Deal Teams

Spend more time creating value and sourcing deals and less time collecting, re-keying and aggregating data.
Access accurate, updated portfolio company metrics, including KPIs, and compare to original investment thesis, budgets, forecasts, and other scenarios.
Automatically populate monthly tear sheets, company summaries, and other reports with the click of button.
Benchmark investment performance with access to trusted data from Cambridge Associates.

Investor Relations

Respond to quarterly LP templates and ad hoc requests with greater speed and accuracy.
Access up-to-date information from a centralized location to drive the fundraising process.
Share information securely with LPs and prospective investors through the integrated Prism Virtual Data Room (VDR).

Finance and Risk

Track cash transactions and calculate IRRs (ex-IRR, Time-Weighted Returns, etc.) at the company and fund level. Slice across industry, geography, or deal professional.
Outsource data collection from portfolio companies through our Managed Data Service, so you can focus on higher value activities.
View and approve valuations, track leverage across the portfolio, and view exposure to specific lenders, geographies, and industries.
Track actuals vs budgets for a specific metrics at a company or fund level.

Technology

Save time and money by managing portfolio data in a secure cloud-based environment.
Build custom technology solutions using iLEVEL’s advanced data API.
Give users the convenient access they need with a mobile app for access to portfolio data, fund performance, and important documents.
Use our Platform Experts to maintain your technology environment as an extension of your team.
Take advantage of easy integration between iLEVEL and our leading Enterprise Data Management (EDM) platform to manage data challenges.

Access Best-in-Class Managed Services

Meet the demand for access to real-time, accurate data on alternative investments with help from our flexible managed service offerings. We use advanced technology and efficient data collection processes to help private equity fund managers stay up-to-date.

Managed Data Services

Transform your data collection with services that automate and standardize data acquisition and management. We help private equity GPs achieve quality and completeness of information with sophisticated technology and an experienced data team.

Expert Services

Increase consistency in operations with an outsourced resource who will keep your iLEVEL environment operating effectively. Our dedicated platform experts provide ongoing technology support so you can focus on decision-making.

Consultative Services

Leverage the expertise of an industry leader trusted by over 700 private markets clients. We offer consultative services on topics including portfolio monitoring best practices, valuations and ESG reporting, as well as insights from analysts in industry verticals.

Read our latest research, resources, and announcements

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Hamilton Lane selects S&P Global’s EDM platform

The acceleration of ESG investing in private equity

Europa Capital selects iLEVEL for real estate portfolio

After the storm: Private equity post-COVID 19

Why data mastery is mission critical for PE

Explore our Private Market Solutions

Our expertise spans across the full range of private market investment strategies, with technology that serves fund managers, institutional investors, advisory firms and more.

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Private Markets Solutions

Explore the full range of solutions for private markets from S&P Global Market Intelligence.

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Private Debt

Streamline workflows and enhance performance for pipeline & portfolio management, compliance and risk.

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iLEVEL

It’s a new era for the private markets

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Real Estate

Centralize asset data to visualize performance and enhance fundraising, reporting, compliance and more.

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Venture Capital

Simplify data collection from your companies, track performance and generate audit-ready valuations and reports.

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Limited Partners

Effortlessly collect and consolidate data from your GPs on a centralized platform and analyze your investment portfolio to achieve a new level of visibility and control.

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Sustainability Solutions

Flexible reporting to drive ESG transparency

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Valuation Solutions

Safeguard your valuation policy, centralize the process, and reduce time spent reporting with Qval

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Prism Virtual Data Room

Simplify data collection from your companies, track performance and generate audit-ready valuations and reports.

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Thought Leadership

View All

Equities Commentary Mar 10, 2025

PRIV: Turning Private very Public.

Blog Oct 28, 2024

Interact 2024: Industry Leaders Point to Data Standardization, AI as Key to Scaling

Blog Sep 02, 2024

How private equity can harness AI

Blog Jul 03, 2024

Private Markets in the Age of Transparency

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Private Equity Portfolio Management Solutions

Get data-driven solutions for private equity

The Trusted Technology Partner for Private Equity

Achieve data mastery

Enhance LP relationships

Maximize insight

Access the latest tech

Access expert help

Benchmark performance

Measure ESG impact

Automate valuation

Get Technology that Benefits the Entire Firm

Access Best-in-Class Managed Services

Managed Data Services

Expert Services

Consultative Services

Read our latest research, resources, and announcements

Explore our Private Market Solutions

Private Markets Solutions

Private Debt

iLEVEL

Real Estate

Venture Capital

Limited Partners

Sustainability Solutions

Valuation Solutions

Prism Virtual Data Room