Deal Execution
Run the whole process in one place: lenders, NDAs, term sheets, Q&A and documents. From first outreach to signed term sheet in a single deal room, with a complete activity log. Nothing gets lost between colleagues, advisors and counterparties, and nobody has to reconstruct the process from an email thread.
Deal Cockpit
Every lender, every status, one screen.
See each deal and each counterparty in one view, with live status and full control over who sees what at every stage. Outreach, NDA tracking, notes and the full activity log stay in the same place as the deal.
- Custom columns. Track the data points that matter for this deal, lender by lender, in one adjustable view.
- Team assignment. Give each lender an owner so accountability is never ambiguous.
- Lender grouping. Prioritise and group lenders into waves for staged shortlisting.
- NDA status tracking. See at a glance who signed, who is pending and who needs a nudge.
- Click-through NDA signing. Send, mark up and sign NDAs in-platform. No separate e-signature tool.
- Bulk actions. Invite, update or message the entire shortlist at once instead of one email at a time.
- Granular document access. Control access per lender, per document, per stage, and trace every grant.
- Internal comments. Keep team notes on the lender they refer to, not in a side chat.
- Full activity log. A complete audit trail of who did what and when, across the deal lifecycle.
Data Room
Built for financing processes, not for generic file sharing.
Share, protect and track every document in the process, and see exactly how lenders engage with what you send.
- Mass upload and export. Move entire folders in and out, and export the full lender data set to Excel or as a zip: viewing status, NDA execution, financials and DD report downloads.
- Structured segregation. Categorise documents so lenders find what they need without asking you.
- Automated watermarking. Every document is watermarked per viewer the moment it is shared.
- Lender traction analytics. See which lender accessed which document, when, how often and for how long. Real engagement data, not assumptions.
- Version control. Lenders always see the current file, so you never re-send a document.
- Access revocation. Cut off access the moment a lender exits the process.
Termgrid
Compare every offer on the same basis.
Build the grid once and negotiate on it. Compare lender offers line by line instead of reconciling six different term sheet formats by hand.
- Blueprints or your own grid. Start from a template or build your structure in the sandbox.
- Mark-ups and comments. Negotiate on the grid itself rather than in a chain of attachments.
- Cross-comparison. Compare terms across lenders, rounds and deals in one place.
- Structured feedback. Respond to lenders line by line so the next round moves faster.
Tasks
Break a complex financing into steps someone owns.
Turn the workstream into trackable tasks with owners, sequence and status, so you always know what is holding the process up.
- Tasks and sub-tasks. Break work down as far as it needs to go, with a description on each.
- Task templates. Reuse standard DD, closing and onboarding checklists, and adapt them per deal.
- Assignment and ownership. Delegate to team members or external parties, including DD and legal advisors, with view, edit or manage rights.
- Task types. Data request, data submission or poll, each with an urgency flag.
- Status tracking. See instantly what is not started, in progress or done.
- Dependencies. Sequence work so nothing starts before its prerequisites are complete.
Calendar
One timeline for the whole process.
Map every phase and every meeting to the deal, with visibility you control per party and per event.
- Project timeline. Lay out every phase with the parties involved and manage who sees what.
- Deal-linked scheduling. Every meeting sits on the deal phase it belongs to, so context is never lost.
- Open meeting slots. Let lenders and advisors book available times directly. No back-and-forth emails.
- Automated reminders. Never miss a bid deadline or DD call, and get notified when other parties update.
- Recurring events. Set standing calls once.
- Visibility control. Set each event to private, public or individual.
Q&A
Answer once, apply to everyone.
Route, review and publish lender questions in a controlled process, so answers stay consistent across every counterparty.
- Categorised tags. Sort each question by commercial, financial, legal, regulatory or tax for faster routing.
- Review and assignment. Send questions to third parties to answer or review, and approve internally before anything reaches the lender.
- Bulk upload. Lenders upload their full question list as a file instead of typing question by question.
- Common answers. Publish once and apply to every relevant lender, with documents attached where needed.
- Visibility control. Share an answer with one lender or the whole group.
Trusted by leading clients
Working with Leverest has been a fantastic experience. The deal management tool is already saving us a significant amount of admin work, and the portfolio module is becoming a central hub for all our debt portfolio data. What really sets Leverest apart is the team: responsive, proactive, and genuinely committed to building the best solution together with their clients. We're glad to be part of that journey.
Capital Markets Director
Mid-market PE firm