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Summary
Did you know that AI has been embedded in iLEVEL to turbocharge data ingestion and surface new portfolio insights through natural language search?
Join us to find out how two strategic iLEVEL enhancements, Automated Data Ingestion and Document Search, are using AI to scale data consumption and help users extract deeper intelligence from their portfolios.
We will show how Automated Data Ingestion uses AI to reduce the time required to gather documents, extract key data points, and upload the data into iLEVEL. We will also showcase how Document Search empowers users throughout the enterprise, including investment teams, to explore factors shaping portfolio performance, by asking open-ended questions of materials stored on iLEVEL (including board decks, quarterly financials, annual financials, and fund financials). Topics covered will include:
Automated Data Ingestion:
- Accelerating data availability with AI-powered data extraction direct from PDFs, spreadsheets, and other document types
- Empowering deal teams and portfolio companies to add new documents with flexible set-up and drag-and-drop functionality
Document Search
- Identifying new opportunities and risks by using natural language to ask open-end questions about your portfolio
- Delivering credible, transparent insights by linking every data point in the search results to an original source
- Supporting confidentiality by restricting the results returned by each user's search to documents and data they have permission to view
Speakers
S&P Global Market Intelligence
Dan Gorlick
Head of Product, iLEVEL
Dan Gorlick is Head of Product for iLEVEL, S&P Global Market Intelligence’s operating system for private markets. Dan’s responsibilities include leading the product strategy for the suite of software, data, and managed services offerings that provide asset allocators and managers with the deal sourcing, portfolio management, data management, valuation and reporting capabilities needed to power the private investment lifecycle.
Dan joined S&P Global from Google, where he was the Product Lead focused on scaling data-driven decision-making through bringing the time required to access data & analytic assets from GCP's exabyte-scale data platform from days to minutes across ~1000s of Monthly Active Googlers.
Prior to joining Google, Dan spent over a decade at BlackRock working across Client Management, Client Service, and Product Management roles focused on building and supporting the growth of the eFront & Aladdin platforms.
Dan received a degree in Economics from Rutgers University and is a CAIA Charterholder.
S&P Global Market Intelligence
Austin Chang
iLEVEL Product Manager
Austin has been working with the iLEVEL product for 5 years. He currently works with the Search and Experience team, which deploys a blend of traditional user experience and GenAI enhancements to empower iLEVEL users in their everyday workflows.
S&P Global Market Intelligence
Casie Make
iLEVEL Product Management
Casie Make is the Product Lead for the Data Pipelines area for iLEVEL, S&P Global Market Intelligence’s operating system for private markets. Casie has been on the iLEVEL team since 2021 and focused on executing the product strategy to leverage Machine Learning and Agentic AI technologies to reduce friction on the Data Collection processes.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.