Your Leverest AI
Leverest AI works with your deals, documents and platform data to help you complete the analysis and administrative work that sits behind every financing process.
What Leverest AI can do
Leverest AI is designed for practical tasks that analysts and deal teams handle every day.
Extract key terms from credit agreements and other financing documents
Compare lender term sheets across pricing, leverage and covenants
Identify reporting requirements and covenant deadlines
Summarise lender feedback across a financing process
Find relevant information across previous deals and platform data
Turn information from financing documents into structured covenant data
Relevance score
Ask questions about documents and quickly find the answer, with a reference to the relevant section
Document Analysis
Analyse credit agreements without searching page by page
Upload a credit agreement or an amendment and Leverest AI analyses the document for you. Ask questions and quickly find the answer, with a reference to the relevant section.
Instead of searching through hundreds of pages manually, you can go directly to the information you need.
Field Extraction
From long documents to structured data
Leverest AI extracts the terms and requirements that matter to your process, including margins, leverage ratios, covenant definitions, reporting obligations and deadlines.
The extracted information can then be used across your deal workflows and for further analysis.
For example, a credit agreement can be converted into a structured list of reporting requirements and deadlines, ready to be monitored by the deal team.
MCP Connector
Bring Leverest into the tools you already work with
The Leverest MCP Connector allows authorised deal data to be accessed through the AI tools your company uses, such as Claude and ChatGPT.
Access is controlled through Leverest permissions, so users only see the information they are authorised to access.
Security
AI with the controls your data requires
Deal information can be highly confidential. Leverest applies access controls to the data available to AI and AI-generated information can be traced back to the relevant source document or clause.
Client data is not used to train external AI models outside the client's firm.
Leverest is ISO 27001 certified .
Leverest APIs
Connect Leverest to your other systems
Leverest provides APIs that allow your deal data to connect with the systems your team already uses, including CRM platforms and internal workflow tools.
For example, you can connect Leverest with systems such as DealCloud to keep deal and lender information in sync.
