Leverage AI at your credit fund.

Custom AI operating system, built and deployed inside your fund. Sharpen underwriting and risk decisions, and run your fund's repetitive workflows end to end.

Leveraging the leading AI Labs
AnthropicOpenAIGoogle GeminiGrok
We know AI matters. We just don't know how to put it to work.
Private credit fund
Every covenant check still means opening five spreadsheets.
Corporate credit fund
Deal intake is someone retyping broker emails into the CRM.
Non-bank lender
Getting a read on the book means asking three people and waiting.
Property credit fund
Everyone has ChatGPT open. Nobody trusts it with a live deal.
Distressed credit fund
Our best analyst left last month. So did everything he knew.
Structured credit fund
We tried the copilots. Nothing sticks to how we actually underwrite.
Real estate credit fund
Six analysts, six versions of the memo.
Multi-strategy credit fund
Deal flow doubled. The only plan anyone has is another hire.
Private credit fund
We know AI matters. We just don't know how to put it to work.
Private credit fund
Every covenant check still means opening five spreadsheets.
Corporate credit fund
Deal intake is someone retyping broker emails into the CRM.
Non-bank lender
Getting a read on the book means asking three people and waiting.
Property credit fund
Everyone has ChatGPT open. Nobody trusts it with a live deal.
Distressed credit fund
Our best analyst left last month. So did everything he knew.
Structured credit fund
We tried the copilots. Nothing sticks to how we actually underwrite.
Real estate credit fund
Six analysts, six versions of the memo.
Multi-strategy credit fund
Deal flow doubled. The only plan anyone has is another hire.
Private credit fund

We put AI to work across your fund, turning it into a real edge.

One operating system that brings your fund's documents, data and institutional knowledge
together, then puts that shared context to work in your most important workflows.

How we transform your fund.

No two funds run alike, so the system is configured to your strategy, your team, and your requirements.

Phase 1

Embed within your team

We embed with your team to learn how your fund runs, and design your operating system accordingly. The workflows you repeat, the systems they run across, and where your time actually goes.

Phase 2

Deploy your operating system

We build it on your own data, systems and cloud, with agents shaped around your credit process. Your IT signs off the permissions and every answer comes back with its source attached, so you can always see where a number came from.

Phase 3

Compound value with every use

We train your team on site, then stay close after launch. Work done in the platform becomes knowledge the whole fund can draw on, and every approval leaves a record of who did what and why. Your feedback flows back in, so the system gets sharper with use.

Built to outperform.

Run a bigger book with the team you already have. Spot risk earlier, move faster on every opportunity, and lift returns as you scale.

Knowledge

Fund Operating System

The agentic brain for your fund. One private intelligence layer across everything you run.

  • One shared brain across your organisation
  • Private retrieval across every team and tool
  • Indexes every document, email and system
  • Cited answers in seconds, not hours
  • Knowledge stays when team members leave
  • Permissions and residency set by your IT
Automation

Workflow Agents

The agents you hand work off to inside your AI operating system, running whole jobs and returning finished work for approval.

  • Fund administration: cash rec, NAV and reporting
  • Credit papers drafted end to end for sign-off
  • Loan monitoring: covenants, updates and breaches
  • Deeper risk analysis and scenario simulation
  • Sign-off gates before anything leaves the fund
  • Who did what and why, on every run

Built for enterprise, secured by design.

Your data, your knowledge and your processes stay yours. Isolated, encrypted, and never used to train a model.

SOC 2 Type IIIn progress
ISO 27001In progress
Microsoft PartnerCertified

Deployed safely

Deployed to fit your fund's infrastructure and governance requirements. We work through permissions and security sign-off step by step with your IT team.

No training on your data

Training and retention are switched off. Your prompts, documents and outputs never train or fine-tune any model, ours included.

Hosted locally

Identifiable data stays in your country or region, with no offshore processing. Hosted where your regulator expects it.

Why credit funds build with us.

Our solutions are built to solve the problems that off-the-shelf software cannot.

01

The whole fund improves, not a few people

Scattered chat licences make three people faster. This lifts the fund, so the team you have covers more as the book grows.

02

An AI team without the hire

No one at your fund can own this full time. We become your in-house AI team, on site with your people, and you stay focused on credit.

03

Knowledge compounds and stays in the fund

Decisions and context are captured as the work happens, so what your team knows is still here after they leave.

04

Sharper risk decisions, not just faster admin

Your own lending history reaches every assessment, so what the fund already learned is in the room for each new deal.

05

One standard across the fund

The same process, templates and checks on every deal, instead of three versions living in three people's heads.

06

Visibility without having to ask

See where any deal is up to, and trace every answer back to the document it came from.

Driven by results,
proven by numbers.

The results we've delivered inside credit funds running on AI.

Loan throughput

Triple the loans maintained and written, same headcount.

425%Deals screened

More deals screened monthly using the deal intake agent.

Deeper risk assessment

As much data analysed in loan monitoring and risk processes.

20 hrsTime back

Saved per analyst, per institution, every single week.

Get Started

Book a strategy call.
See where AI fits in your fund.

Walk through Levercon's custom AI operating system to see how it can benefit your fund.

Common questions.

Answers to some frequently asked questions.
Where do we start if we haven't worked out what we need yet?

Most funds arrive exactly there, and you don't need a plan or a spec to begin. Phase one is us inside your team, learning how everything actually works. Your operating system is then configured to the way you already do things, and to do them better: leaner operations, deeper risk assessment, sharper decisions and stronger performance across the fund.

What do you need from our team?

Your team's part is helping us understand how the fund really runs. Nobody needs to prepare anything for that. We do the building, and we train everyone on how to use it and how to get the most out of it.

Our team aren't technical. Will they actually use it?

Your system is configured for simple, everyday use, with nothing technical asked of anyone. We onboard your team, then fine-tune it with the people actually using it so they are getting value out of it as quickly as possible.

We're a Microsoft house and IT is strict. Will this get approved?

We work directly with your IT, cybersecurity and data teams so everything is signed off as compliant. It runs inside the controls you already have: single sign-on, multi-factor authentication, conditional access and your own permissions, and sits on top of the systems you already run, Excel, CRM and data warehouse rather than replacing them. No rip-and-replace, no vendor lock-in.

Does our data train the models, and where does it sit?

No training, ever. We run on enterprise and API tiers where prompts and outputs are excluded from training, including ours. Identifiable data stays in your country or region with no offshore processing, and we only access it when you invite us in.