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Levelpath hosted the first Customer Advisory Board (CAB) event at The Exploratorium earlier this week. The 2025 CAB represented a major milestone in our journey to redefine procurement through intelligence and simplicity. Over the past year, Levelpath has doubled its customer base and team size, while executing rapidly on product deliverables. This growth reflects not only the demand for more intelligent procurement solutions but also the trust and collaboration of our customer community.
AI-Native Platform Innovation: The Future of Procurement
Co-founders Alex Yakubovich and Stan Garber highlighted what makes Levelpath truly distinct in their keynote. Built from the ground up as an AI-native platform, Levelpath combines intelligent agents, seamless workflows, and deep system integrations that work together to simplify complex processes.
Levelpath is the only truly AI-native procurement platform. Procurement leaders and stakeholders get a unified view of the entire intake-to-procure process built on an AI-native foundation. Levelpath gives enterprises clarity, speed, and flexibility so they can spend less time on manual tasks and more time driving impact.
Every capability Levelpath delivers is designed to empower procurement to move from a transactional function to a strategic driver of value. By embedding intelligence directly into workflows, Levelpath enables organizations to anticipate needs, automate tasks, and surface insights precisely when they matter most.
Customer Impact: Real-World Results from Industry Leaders
The most powerful moments of the event came from our customers, who shared how Levelpath is helping them achieve measurable results across different industries. The event had many opportunities for feedback and customer interaction, like roundtable discussions and Q&A in every session.
A leading healthcare organization shared how it uses Levelpath and its AI agents to identify and manage supplier risk more effectively. By using intelligent agents to search contracts for potential risk indicators, the team can quickly surface insights that once required manual review. The unified platform also enables cross-functional collaboration, allowing teams to work together seamlessly to assess exposure and take action. Through greater visibility and connected workflows, the organization has reduced risk while strengthening accountability and confidence across its supplier ecosystem.
A financial services company shared its story of transformation following a large-scale merger. Faced with the challenge of unifying multiple contract lifecycle management systems, the company implemented Levelpath to create a single, connected procurement environment. The team emphasized how the platform brought consistency and clarity across global operations, simplified intake and contract management, and allowed stakeholders to collaborate more efficiently through AI-driven workflows.
Throughout the day, customers and Levelpath teams engaged in lively discussions about integrations, automation, and the product roadmap. Attendees shared feedback, explored upcoming features, and expressed enthusiasm about the speed of innovation and the platform’s ability to evolve with their business needs.
Leadership Conversation: Fireside Chat with Dick Costolo
Former Twitter CEO and venture capitalist Dick Costolo joined the event for a conversation on leadership, technology, and the future of innovation. He shared insights from his experience taking Twitter public and emphasized the importance of adaptability and clarity in uncertain times.
Costolo spoke about how CEOs view procurement and finance as critical partners in driving efficiency, transparency, and alignment. He also reflected on the growing influence of AI in modern business and why he was an early investor in Levelpath, recognizing its potential to lead the next wave of intelligent enterprise technology.
Looking Ahead: Level Up 2025
The momentum continues at Level Up, our first annual customer conference, taking place on March 4–5. It will bring together the entire Levelpath community for two days of collaboration, learning, and innovation.
Spending time with our customers at the advisory board was a powerful reminder of why we do this work. Every conversation, insight, and shared idea reinforced the impact of building something together that truly changes how procurement operates. The energy, curiosity, and optimism in the room reflected a shared commitment to shaping the future of procurement.
We are grateful to every customer who joined us and shared their perspectives. Your stories and partnership continue to inspire our team every day. Together, we are building something truly delightful.
–Rose
