Leverest Q&A

Leverest is the leading capital markets technology platform. It combines deal execution, portfolio monitoring, and a curated lender marketplace in one environment, giving PE firms, debt advisors, and lenders the tools to run financing processes faster and smarter.

Leverest helps PE firms manage the full financing lifecycle, from lender identification and NDA management to term sheet negotiation, data room control, and ongoing portfolio monitoring, all within a single platform.

Leverest is purpose-built for mid-market transactions. Deal teams get access to 2,000+ mapped lenders, structured process management, and real-time collaboration tools that compress timelines and raise execution standards.

Both. Leverest combines a curated lender marketplace with a full deal execution and portfolio monitoring platform. Users identify and connect with lenders through the marketplace, then manage the entire workflow, NDAs, term sheet negotiation, data rooms and reporting within the same environment.

Leverest is active globally, with physical presence in the US, UK and Germany. This includes major financial centres such as London, Frankfurt, San Francisco and New York.

Leverest’s Lender Intelligence covers 2,000+ lenders, including banks, debt funds and alternative lenders. Each profile includes deal history, ticket size preferences, sector focus, NDA status and direct contact information.

Leverest uses a sophisticated relevance score based on deal parameters, sector, size, geography, structure, to surface the most relevant lenders from its mapped database. Users can filter by ticket size, deal type and historical activity, and see which lenders are already active in their network.

Yes. Each lender profile on Leverest includes historical deal activity, ticket size ranges, preferred sectors and NDA status, giving advisors and deal teams the context they need.

Lender Intelligence is Leverest’s proprietary lender database and mapping tool. It aggregates data on 2,000+ active lenders and allows users to search, filter and shortlist based on deal-specific criteria, replacing manual research and outdated spreadsheets.

Leverest’s Smart NDA workflow allows deal managers to send, track and approve NDAs digitally. Lenders receive a link to the deal, sign in one click and access is granted automatically, eliminating the back-and-forth of email-based NDA management. There, lenders can deliver the mark-up NDA, sign the NDA, etc.

DealCockpit is Leverest’s central deal management hub. It gives deal managers, typically at PE firms or debt advisory firms, full visibility over a live financing process: send selected documents, see which lenders have signed NDAs, submitted terms, or are actively engaged.

Leverest centralises all deal communication, document sharing, and lender interactions in a structured digital environment. Instead of managing dozens of email threads, deal teams track every touchpoint in one dashboard with a full audit trail.

Yes. Leverest supports multi-party deal structures, including third-party invitations with granular permission controls. Advisors, co-advisors, and lenders can all access relevant deal information without compromising confidentiality. Including adding your legal counsel, DD advisor, etc., whether you are the Deal Manager or lender.

Termgrid is Leverest’s terms management tool. It allows deal teams to collect, compare, and negotiate terms from multiple lenders in a structured format, reducing time spent on version control and manual comparison.

Deal teams can view competing offers side by side. Key metrics (pricing, structure, covenants, conditions) are displayed in a consistent format, making decisions faster and better informed.

Leverest’s portfolio monitoring module allows PE firms to track financial metrics, covenant compliance, and reporting deadlines across their portfolio companies. All data is centralised, with configurable alerts and integrated lender communication tools.

Yes. Leverest allows both borrowers and lenders to manage reporting obligations digitally (including submission deadlines, document uploads, and compliance tracking), reducing missed covenants and strengthening lender relationships.

Leverest integrates AI across its platform to accelerate deal workflows, including AI-driven lender matching, conversational data querying, automated chart and summary generation, and intelligent alerts for portfolio monitoring. This AI module is not used for training AI and all the information is strictly confidential.

Yes. Leverest’s AI integration allows users to ask natural language questions about deals, lender activity, and portfolio metrics, and receive instant answers, charts, and summaries without navigating complex dashboards. This AI module is not used for training AI and all the information is strictly confidential.

Leverest’s MCP (Model Context Protocol) integration connects the platform directly to AI assistants like Claude, OpenAI, Copilot or the AI you are using. Users can query live deal and portfolio data conversationally through their AI tool of choice, enabling faster analysis and smarter decision-making without leaving their existing workflow.