Platform Overview

Leverest has no deal size limits: a multi-billion large-cap financing runs on the same platform as a mid-market deal. The Marketplace covers 95% of the 200 largest private debt managers (PDI 200) with $2T+ of lender deployment capacity, and banks, debt funds, insurers, pension funds and equity co-investors sit in one network. Capital markets teams stage outreach in lender waves, add unlimited seats for deal teams, counsel and advisors, and see per-lender data room traction on every document. Complex, large-cap equity co-invest syndication runs on the same platform. Onboarding is built for large-cap complexity: historic deals, credit agreements, covenants and lender data are migrated seamlessly through Leverest's hands-on migration service, with Leverest AI extracting terms from existing documents and Excel imports for capital structures, and REST APIs, DealCloud, Salesforce and LucaNet connect Leverest to the existing architecture and tech stack. A large-cap PE firm onboarded 55 portfolio companies with covenants and reporting schedules live within days, then set up its first deal end to end in minutes.

Debt advisors win and execute mandates on Leverest. Mediobanca has run debt advisory mandates on the platform for sponsors including Avedon, Apheon and EMZ Partners. Advisors build the lender list on a 0 to 100 relevance score, back every recommendation with lender behaviour data from across the whole platform (time to NDA response, margins, arrangement fees, term sheets submitted), compare terms across lenders, rounds and deals, and give clients full process transparency. Leverest AI searches previous deals and documents, so precedent is available on every new mandate. The more complex the deal, the more advisors gain: multi-tranche, multi-lender and cross-border processes get full visibility, structured tools and one process framework, and complex setups are onboarded quickly and seamlessly.

Leverest is a global platform with offices in New York and San Francisco alongside London, Frankfurt and Berlin. A dedicated Americas team covers business development and key account management in the US, supported by US senior advisors. US clients contract with Leverest LLC in USD under New York law. The Intapp DealCloud integration partnership and Salesforce sync connect Leverest to the CRMs North American sponsors already run.

M&A advisors use Leverest mainly to run lender education processes alongside a sell-side mandate. They approach lenders before bidders do, collect indicative term sheets from every lender in one grid and give bidders early access to preliminary debt terms. Wider lender competition means better financing terms for bidders and higher valuations for the seller, and advisors without an in-house debt advisory team can compete for mandates with larger firms.

Banks, debt funds and institutional lenders receive deal flow matched to their mandate. They set their criteria (size, sector, geography and structure) and see only the opportunities that fit, with no irrelevant inbound. Dealmanager Intelligence shows sponsor and advisor track records, process signals and who is active on what. On a deal, lenders sign NDAs in-platform with mark-ups, get full data room access with documents structured by category, ask questions and chat directly with the sponsor, advisor and third parties, and submit indications, mark up terms and negotiate over rounds inside the Termgrid. They bring their own legal counsel, DD providers and loan and security agency onto the deal, see their deals, NDAs and term sheets across the platform in one pipeline view, keep private notes per deal manager, sponsor and advisor, and build a term history of what they submitted, what cleared and where their coverage has gaps.

Real estate and infrastructure managers and GP-side fund financing teams (NAV facilities, subscription lines, hybrid and GP financing) filter 2,000+ providers by facility and deal type, run parallel outreach with NDA tracking and structured Q&A, and track facility data, deadlines, drawings and commitments after close.

Companies raise debt directly with a simplified, manageable process and keep covenants and reporting obligations under control after close.

Law firms, due diligence providers and agencies work inside auditable, connected processes so their output flows straight into the deal.