Effective Deal Sourcing
- Additional deal sourcing channel free of charge
Enhanced Deal Making
- Only relevant approaches
- Quick decision making
Improved Working Lives
- Enhanced Staff Satisfaction, less churn
- Enhanced Transparency & Collaboration
- Focus on what truly propels Progress
1. Dealmanager Intelligence
Access to Leverest Database of sponsors, advisors and corporates enriched with your personal CRM Data (e.g., NDAs, Debt Terms, Credit Documentation, etc.) for effective engagements
Manage all Deal-related Information in one convenient Place, always ensuring easy Access & efficient Monitoring
Access tailored Analyses & Statistics, empowering yourself with invaluable insights for strategic & successful Engagements with sponsors, advisors and corporates
2. Leverest Marketplace
Additional deal sourcing channel free of charge:
- Full spectrum of transactions across capital structure
- Debt tickets range from €3m to €1bn+
- Pro-actively request invitations to interesting transactions
Matching supported by proprietary “Relevance Score” Algorithm
Easily search & discover our network of external service providers. Via our curated 3rd Party Directory you can receive invaluable support & excellent analysis from proven experts. Keep your processes efficient by directly collaborating with them on your deal via the Leverest platform.
- External advisors & Expert calls
- Legal Counsel
- Loan & Security Agency
- Data Intelligence Provider
3. Workflow Management
- Tech-enabled invitation helps you to identify the right financing opportunities quickly
- Smart Algorithm helps matching your specific lending criteria
File Sharing made simple. Structured Information made available in one Place to all of your deal team members at the same time
4. Portfolio Management
Streamlined Credit Reporting Process with Leverest’s intuitive User Interface & maintain an Overview at all Times
Gain Insights into financial Covenants and the current Capital Structure, ensuring Transparency and proactive Management of key financial Metrics
- Enhance Collaboration & Productivity by effortlessly exchanging Documents through the connected Dataroom
- Experience a streamlined Workflow for Document sharing & retrieval
Facilitate effective Borrower Communication
Maintain overview of the Borrower’s Reporting Deadlines
We provide
Seamless Integrations
Effortlessly connect with your existing workflows, CMS, and tools
Enterprise-Grade Security
We follow rigorous security standards and undergo regular independent penetration testing
Priority Support
Our team of industry experts is always ready to help you resolve issues quickly and effectively
Mobile App
Securely access the full power of our platform anytime, anywhere - directly from your mobile device
ISO 27001 Certified
Certified for information security management, ensuring operational excellence and compliance (SOC2-equivalent)
Data Privacy by Design
Fully GDPR compliant and following U.S. standards for secure data processing and storage
