Knowing we need to act
“We still haven't exactly landed on what we need to do. We just know we need to do some things.”
Listed equities fund
Leverage AI at your fund.
The AI implementation team for your fund. Deploy AI
safely across your team, capture real efficiency gains and sharpen performance.
Leveraging the leading AI Labs
The Signals
What funds keep telling us.
You know AI matters for your fund. You just don't know how to put it to work.
Too busy to plan
“We should probably all just stop and spend the day thinking about it. We'd get that day back in that time. But we're so busy. We haven't done it.”
Hedge fund
A vision, but no time
“I've got this grand vision to have everything on a seamless platform. We don't have time to map it out. It's pretty complex.”
Growth equity fund
IT rules the roost
“We are a Microsoft house. The head of IT rules the roost. We're not allowed to upload proprietary documents to Claude or Gemini.”
Wealth management
Adoption is the bottleneck
“None of us are coders. The team has no technical background. If they don't understand it, they don't touch it.”
Private credit fund
The Solution
Levercon.ai
The AI implementation team for Australian fund managers. We put AI to work across your fund, and turn it into a real edge.
Method
How we transform your fund
No two funds run alike, so we tailor everything we build to your strategy, your team, and your requirements.
Phase 1
Embed within your team
We embed in your team, in your office, to learn how your fund runs and where AI delivers the biggest gains, then surface the highest-ROI opportunities first.
Phase 2
Build the solution
Working solutions in weeks, not quarters, built into your existing data, platforms and cloud. We build fast, get it into your team's hands, and iterate on real use until it's something they rely on.
Phase 3
Continuous optimisation loop
Delivery is the start, not the finish. Each solution keeps improving as your team's feedback flows back in, so every loop makes it sharper and more useful.
Solutions
Three ways to put AI to work in your fund
Train your team, unify your fund's knowledge, or automate a job. Start with one, or layer them over time.
Enablement
Education & Training
Get your whole team set up and fluent in AI.
- Hands-on training around your real work
- Platform onboarding & full set up
- Where AI helps, and where it doesn't
- Everyone practically up to speed
Knowledge
Fund Brain
Every answer your fund holds, in one place.
- Private retrieval over your knowledge
- Indexes your documents, comms and systems
- Cited answers from your own sources
- Knowledge that stays when people move on
Automation
Custom Agents
Automate the work that eats your week.
- Built around your exact process
- Wired into your existing systems
- Days of tedious work cut to minutes
- Maintained and improved after launch
Security, Data & Privacy
Built for enterprise, secured by design.
No training on your data
Data retention and training switched off, ours included.
Your own infrastructure
Deployed into your own cloud tenancy, never co-mingled.
Hosted in Australia
Identifiable data stays in Australian regions, no offshore processing.
Visibility and encryption
You grant and revoke every integration, with data encrypted.
About Us
Your trusted partners.
We've built and deployed AI in multi-$100M companies across healthcare, finance, and other regulated industries.
Led growth at Everlab from $0 to a $500M valuation, building and deploying the AI tooling that powered the 150+ person team. He co-founded Steppen with Cara, co-founded SIIF, a social impact investment fund, and began his career as an equity research analyst at River Capital.
Get Started
Book a strategy call.
See where AI fits in your fund.
We'll show you where AI lifts efficiency and performance across your organisation.
Common Questions
Answers to some frequently asked questions.
Who do you typically work with?
Australian alternative fund managers. Private credit, listed equities, family offices, multi-strategy. Funds with their own investment process and a team small enough that giving analysts six hours back a week genuinely changes the work. Not retail wealth, not US-domiciled funds, not anyone looking for a generic AI consultancy.
What does an engagement actually look like?
Three core ways to work together: Education and Training (hands-on, around real work), Fund Brain (your fund's knowledge in one place), and Custom Agents (software built for specific jobs). Each is tailored to your fund's strategy, team, and requirements, shaped by a scoping conversation before any work begins.
Will this work with our existing tools and setup?
Yes. We're model-agnostic and build on top of whatever you're already using: Bloomberg, FactSet, Excel, your CRM, your data warehouse, Microsoft, Google. No rip-and-replace, no vendor lock-in. The work integrates with your existing systems, not alongside them.
Will LLMs train on our data?
No. The models we use sit on enterprise or API tiers where prompts and outputs aren't used for training. Your fund's data isn't fed into anyone's training corpus, including ours.
Where does our data sit, and who has access?
Solutions are deployed on your fund's cloud and integrate with your existing systems. Your data never leaves your infrastructure. We only access it when you explicitly invite us to, and NDAs and DPAs are part of every engagement.
Who owns the workflow IP and the methods we build together?
Solutions are deployed on your fund's tech and integrate with your existing systems. Your workflow IP and fund data remain yours; Levercon retains only the methods we build with.