LevPro provides front office software for fixed income investment managers, enabling teams to manage portfolios, automate investment monitoring, and streamline research and trading workflows. The platform addresses the challenges of disparate data and manual processes, enhancing operational efficiency and real-time decision-making across public and private credit markets.
Funding
$5.9M 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
Fixed income investment managers often struggle with disparate data sources and manual processes, leading to inefficiencies in portfolio management, investment monitoring, and research workflows. This can hinder real-time decision-making and limit the ability to capitalize on opportunities in both public and private credit markets.
Solution
LevPro offers a front-office software solution designed to streamline workflows for fixed income investment managers. The platform consolidates data and automates key processes, enabling teams to efficiently manage portfolios, monitor investments, and conduct research. By connecting research, trading, portfolio management, and operations teams on a unified SaaS platform, LevPro enhances operational efficiency and facilitates real-time decision-making across public and private credit markets. The system provides tools for deal pipeline management, credit analysis, order management, portfolio construction, and compliance monitoring.
Target Audience
LevPro primarily targets fixed income investment managers, including CLO and BSL managers, as well as private credit managers investing in institutional loans and high-yield bonds.
Features
- New Issue Calendar with managed data services and integrated relative value engine for quick comp analysis.
- Pipeline and screener tools with customizable metrics and natural language queries for secondary opportunities.
- Research management workflow for tracking financials, commentary, notifications, and tasks.
- Order and trade management with seamless creation from public identifiers and automated allocation across multiple funds.
- Portfolio management with customizable views, portfolio optimization, and comparison tools.
- Compliance management engine for testing concentration limits, asset eligibility, and restricted lists.
- Sourcing CRM to track interactions and connect them to pipeline deals.
- Deal underwriting and monitoring workflow for managing deals from screening to IC approvals.