AI output you can stand behind
Quarterly report.docx
Portfolio registerEvery number, argument and decision can be traced back to its source material and reasoning, so your team can verify the work before acting on it.
Trusted AI, built for investment firms.
Levercon is your all-in-one AI partner, turning strategy into systems and agents that free up your team and deliver work you can trace, verify and stand behind.
Trusted by leading financial institutions managing more than $30B.
Every covenant check still means opening five spreadsheets.
Portfolio companies all report their own way. Someone rebuilds the pack by hand.
More broker notes land each morning than anyone can read. Most go unread.
Founder updates arrive in whatever shape the founder felt like that month.
Diligence means rebuilding the company's numbers in our own model, every time.
Allocators send due diligence questionnaires. Each one gets answered from scratch.
Manager statements arrive as PDFs. One person turns them into where we stand.
The rent roll comes in a different format from every managing agent.
Each asset reports to different lenders on a different calendar. One person keeps track.
Everyone has ChatGPT open. Nobody trusts it with a live position.
Turn AI into a real edge across your firm.
Safely deploy AI that turns your firm's expertise into better decisions,
efficient processes and stronger growth.
Agents built around the way you work
Pull the fund data
Read the statements
Update your model
Route for sign-off
Update the CRMAutomate work end to end with agents that improve over time, complete work reliably and keep a clear audit trail of what was done and why.
Better data makes better AI
We clean, map and structure your data so the AI on top is accurate and useful.
AI that works wherever your team does
Claude
Copilot
ChatGPTModel-agnostic agents that work inside Copilot, Claude and ChatGPT.
AI that delivers a measurable return
From strategy to adoption, we handle the full journey so AI pays off beyond a pilot.
How we deliver your trusted AI transformation.
Levercon pairs deep industry expertise with forward-deployed engineers who own the problem end to end.
Understand
Embed within your team
We sit with your team to learn how the work gets done, where the time goes and what the firm wants from AI. Together we set the goals, the return expected from each, and the order to tackle them in.
Deliver
Build what the strategy needs
We turn the plan into working change. That can mean an AI strategy and roadmap, training for your people, custom agents, or cleaning and connecting your data, all built inside your firm against your real tools and constraints.
Support
Trust that grows with every use
We stay through the rollout and support your team as use grows. Every run is logged, every figure cites its source, and every correction is captured and applied, so the work gets better and the trust builds over time.
Build your AI capability with confidence.
Tailored solutions that accelerate your firm's transition to the AI era.
AI output you can
finally trust.
AI is only worth deploying when your firm can stand behind every number and every output it produces.
AuditableEvery run tracked and recorded
TraceableEvery figure traces back to its source
Version-controlledEvery change logged and kept
Self-improvingFeedback applied as you use it
Compliance-readyBuilt to meet industry regulations
Driven by results,
proven by numbers.
The results we've delivered inside investment firms running on AI.
3×Throughput
Three times the volume handled and produced, same headcount.
425%Deals screened
More deals screened each month with the deal screening agent.
5×Deeper risk assessment
As much data analysed in monitoring and risk processes.
20 hrsTime back
Saved per analyst, per institution, every single week.