Equity Co-Invest Syndication
Every commitment tracked, every co-investor aligned. Run syndication processes with structured outreach, live tracking and clean closing. No more spreadsheet chaos.
Structured investor outreach
Build your co-investor list, send materials once and see who opened, who engaged and who went quiet.
Live commitment tracking
Soft-circled, committed and allocated amounts in real time, so you know where you stand against target without chasing spreadsheets.
Clean closing
Documents, signatures and final allocations tracked through to close, with the full process logged automatically.
Less process admin
Structured workflows and automated tracking cut process admin by 30%+*.
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
*Based on customer analytics.