Top 5 AI Tools Revolutionizing Portfolio Management in 2025 –
13 Oct, 2025
For private equity firms, the difference between creating value and missing it often lies in how quickly portfolio insights are surfaced and acted upon. In 2025, AI tools are no longer just add-ons—they’re becoming the backbone of portfolio monitoring, risk detection, and performance optimization.
- iLEVEL (by S&P Global): iLEVEL has long been the gold standard for private equity data management. Its AI capabilities now go beyond tracking to actively flag underperformance, enabling GPs to intervene early and ensure consistent, standardized reporting across multiple funds.
- Allvue Systems : Designed for PE managers, Allvue combines accounting, portfolio monitoring, and reporting into one platform. With AI, it automates workflows, reduces manual effort, and provides early warning signals on financial and operational risks.
- Mercatus : Mercatus brings together financial, ESG, and operational data into a unified system. Its AI-driven scenario modeling empowers GPs to test strategies, stress portfolios, and deliver clear, investor-ready insights to LPs.
- Roic AI : A next-gen platform, ROIC.ai uses advanced machine learning to model deal outcomes, optimize capital deployment, and surface growth opportunities that may be hidden in complex datasets. It’s fast becoming a favorite among value-focused PE firms.
- Workiva : Traditionally known for compliance and audit readiness, Workiva now leverages AI to simplify complex reporting. It helps PE firms transform disparate portfolio data into clear, accurate, and compelling narratives for LPs and regulators.
With these platforms, portfolio monitoring in PE is shifting from quarterly lookbacks to continuous, predictive oversight—driving faster, smarter value creation. Instead of reacting to problems after they surface, firms can now anticipate risks, capture growth opportunities in real time, and deliver greater transparency to LPs. In today’s competitive landscape, the firms that embrace AI-driven monitoring won’t just manage portfolios more effectively—they’ll set the new standard for value creation in private equity.