Leverest provides a cloud‑based operating system that unifies the private capital deal lifecycle, from pre‑deal intelligence and lender matching to execution and portfolio monitoring. The platform offers an AI‑driven database of over 1,500 vetted lenders, relationship management tools, real‑time data rooms, and API integrations with CRMs like DealCloud and Salesforce, helping private equity firms, corporate finance teams, investment banks, and debt advisors close deals faster and more efficiently.
Funding
$1.1M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Private capital transactions often involve fragmented workflows, manual data handling, and limited visibility into the lender market, leading to slow deal execution and higher transaction costs.
Solution
Leverest offers a cloud-based operating system that unifies the entire private capital deal lifecycle—from pre‑deal intelligence and relationship management to execution and portfolio monitoring. The platform aggregates a database of over 1,500 lenders, provides AI‑driven matching of borrowers to the most relevant financing sources, and streamlines document exchange, Q&A, and term‑sheet comparison. Integrated APIs enable synchronization with existing CRM systems such as DealCloud and Salesforce, while a mobile app keeps users informed of deal progress in real time. By centralizing data and automating routine tasks, Leverest reduces transaction time, improves deal quality, and enhances transparency for all participants.
Target Audience
Primary users are private equity firms, corporate finance teams, investment banks, and debt advisors that originate, structure, or fund private market transactions.
Features
- Intelligent lender database with >1,500 vetted lenders and relationship management tools
- AI‑assisted matching algorithm that scores lender relevance based on asset criteria
- End‑to‑end workflow modules for data preparation, information rooms, Q&A, and term‑sheet comparison
- Real‑time data room and secure messaging to keep all parties updated with the latest documents
- Integration with DealCloud, Salesforce and other CRMs via APIs for seamless data sync
- Mobile application delivering instant notifications, deal updates, and on‑the‑go response capabilities
- Analytics dashboard that surfaces market insights, relationship networks, and performance metrics