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S&P Global opens iLEVEL data to Copilot and Claude

The rollout includes an MCP connector and carries existing permissions. Pricing and availability were not disclosed.

At a glance

  1. The release describes an iLEVEL Agent, natural-language search inside the platform and an MCP server that connects customer data to the assistants while preserving existing iLEVEL permissions and access controls.
  2. For allocators, the practical change is that valuation, portfolio monitoring and peer-comparable data in iLEVEL can now be connected to a general-purpose assistant the allocator already uses, with access rights carried over rather than rebuilt.
  3. S&P Global says iLEVEL serves more than 700 private markets firms and covers data collection, portfolio analytics, valuations, peer comparables, capital structure analysis and reporting for both asset managers and allocators.

S&P Global added an iLEVEL agent and an MCP connector that let private-markets clients route iLEVEL data into outside AI assistants such as Copilot and Claude, the company said on Oct. 22.

The release describes an iLEVEL Agent, natural-language search inside the platform and an MCP server that connects customer data to the assistants while preserving existing iLEVEL permissions and access controls. The release did not give pricing or an availability date for the connector.

For allocators, the practical change is that valuation, portfolio monitoring and peer-comparable data in iLEVEL can now be connected to a general-purpose assistant the allocator already uses, with access rights carried over rather than rebuilt. The diligence question is which fields the outside assistant can reach, and under which controls, before a portfolio feed is connected.

S&P Global says iLEVEL serves more than 700 private markets firms and covers data collection, portfolio analytics, valuations, peer comparables, capital structure analysis and reporting for both asset managers and allocators.

Reported by The Allocation desk from PR Newswire — Financial Services. Published . Updated Oct 23, 2026 · 3:29 p.m. ET. Corrections

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