Get to know: How AI is optimizing data ingestion and search in iLEVEL

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

Dan Gorlick

Head of Product, iLEVEL
S&P Global Market Intelligence

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Austin Chang

iLEVEL Product Manager
S&P Global Market Intelligence

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Casie Make

iLEVEL Product Management
S&P Global Market Intelligence

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