CFOs & Corporate Finance Teams
Never miss a covenant again. Track every obligation, test every covenant and stay ahead of your lenders, without living in the credit agreement.
Run your financing your way
Reach lenders, share materials and negotiate terms on the same platform private equity deal teams and advisors use, available directly to your finance team.
Keep your existing lenders, add 2,000 more
Invite the banks you already work with onto the platform and run them side by side with the wider market. No warm intros needed for the ones you do not know yet.
Your capital structure and covenants in one live view
Every facility, tranche and lender with interest, available amount and total debt. Covenant tests and reporting deadlines mapped straight from your credit agreement, so you know what is due before your lender asks.
Less time on quarterly reporting
Reporting obligations and covenant figures come straight from your data, so quarterly reporting takes a lot less manual work.
Trusted by leading clients
The Leverest platform streamlines our financing processes by eliminating manual, non-value-added tasks while delivering real-time insights into financing status for deal team members. The Leverest team is deeply committed to innovation, consistently implementing improvements at an impressive pace.
Christian McCarty
Manager Capital Markets at FSN Capital
Delighted to partner with Leverest and access their bespoke, market-leading tools and immense database.
Oliver Sutter
Partner at McDermott
Leverest has been changing the way Private Markets work with their technological approach, and it was a natural fit for us to get closer to them. As both our technologies evolve, the experience for a sponsor or lender will become even more seamless, which is very exciting.
Clément Couloumy
Senior Director at Altrium
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
Everything you get with Leverest
Lender Intelligence
- Global lender database, enriched with your own CRM data
- NDAs, debt terms and credit documentation per lender
- Lender requirements maintained by the lenders themselves
- Lender-specific analysis and statistics
Leverest Marketplace
- 2,000+ capital providers, curated and maintained
- Banks, debt funds, credit opportunity funds, asset-based lenders and more
- Senior, unitranche, mezzanine, HoldCo PIK, RCF, asset-based and venture debt, up to $1bn+
- Matched and ranked by the proprietary Relevance Score
- Third-party directory - DD advisors, legal counsel, loan and security agency
Deal Execution
- Deal Cockpit - Every lender, every status, one screen
- NDAs signed and tracked in-platform
- Data room with automated watermarking and lender traction analytics
- Q&A and deal chat with every counterparty
- Term sheets in one structured grid, with mark-ups, change tracking and activity log
Portfolio Monitoring
- Fully transparent capital structure Every facility, tranche and lender live, with interest, available amount and total debt per lender
- Covenant monitoring Financial covenants and current capital structure tracked live
- Interest hedging Hedging positions tracked alongside the underlying facilities
- Fee tracker Every fee traceable back to the facility clause
- Connected data room For document exchange
- Deal Cockpit shared with your lenders Financials, reporting and covenant compliance delivered directly
