Levercon Agents

Deploy agents anywhere
work happens.

Custom AI agents that take on your fund's repetitive workflows end to end.

Knowledge

Fund knowledge agent

Connects your documents, email, loan system and CRM into one brain your team can ask in plain English, and cites the file behind every answer. One source of truth, even when administration is outsourced.

Origination

Deal screening agent

Reads deals as they arrive by email or from the broker portal, tests each one against your credit mandate, and returns pass, fail or refer with the reasoning written out.

Portfolio

Loan monitoring agent

Chases the monthly reporting pack, spreads the financials, tests every covenant against the register and drafts the monitoring memo. A week of work becomes a morning of review.

Operations

NAV and unit pricing checks

Calculates the NAV from your own records and reconciles it line by line against the administrator's file, so your team only reviews the genuine breaks.

Origination

Credit paper drafting

Drafts the credit or investment committee paper from the deal file in your own template, with every figure linked to its source. The analyst starts on the judgement, not the assembly.

Governance

Compliance agent

Builds the audit trail FSC Standard 30 expects across every loan: a written decision on each trigger event, LVR against a current valuation, watchlist and impairment escalations on the record, and the quarterly committee pack. Every line traced to its source, and the gaps flagged.

Portfolio

Conditions precedent and subsequent

Reads every CP and CS out of the facility documents into a live register with an owner and a date, and chases the borrower before anything falls due.

Origination

Screening voice agent

Answers the broker call, works out whether the deal fits your mandate, and keeps asking qualifying questions until it knows. It writes the summary into your CRM, or hands the call to a person when it should be a person.

Operations

Performance reporting agent

Pulls loan-level data and the fund's own records together into the performance numbers: returns, attribution, arrears and movements, ready for whoever is asking.

Governance

Persona review agent

Reviews a paper the way a named person at your fund would, using their own past comments and priorities, and reports back what they would push on.

Origination

Deal room quality agent

Reads every file that lands in the data room, pulls the key terms into your own fields, and lists what is missing, expired or inconsistent before an analyst opens one.

Operations

Investor reporting agent

Builds the monthly and quarterly investor reporting from the systems of record and drafts the commentary in your house voice, ready for review.

Governance

Auditability tracking

Logs every question, source, run and approval the platform makes, so any output traces back to the document and the person behind it.

Operations

Report generation agent

Builds any recurring report off your own template: board packs, IC packs, lender reporting, portfolio reviews. A day of assembly becomes a review of a draft.

Knowledge

Fund knowledge agent

Connects your documents, email, loan system and CRM into one brain your team can ask in plain English, and cites the file behind every answer. One source of truth, even when administration is outsourced.

Origination

Deal screening agent

Reads deals as they arrive by email or from the broker portal, tests each one against your credit mandate, and returns pass, fail or refer with the reasoning written out.

Portfolio

Loan monitoring agent

Chases the monthly reporting pack, spreads the financials, tests every covenant against the register and drafts the monitoring memo. A week of work becomes a morning of review.

Operations

NAV and unit pricing checks

Calculates the NAV from your own records and reconciles it line by line against the administrator's file, so your team only reviews the genuine breaks.

Origination

Credit paper drafting

Drafts the credit or investment committee paper from the deal file in your own template, with every figure linked to its source. The analyst starts on the judgement, not the assembly.

Governance

Compliance agent

Builds the audit trail FSC Standard 30 expects across every loan: a written decision on each trigger event, LVR against a current valuation, watchlist and impairment escalations on the record, and the quarterly committee pack. Every line traced to its source, and the gaps flagged.

Portfolio

Conditions precedent and subsequent

Reads every CP and CS out of the facility documents into a live register with an owner and a date, and chases the borrower before anything falls due.

Origination

Screening voice agent

Answers the broker call, works out whether the deal fits your mandate, and keeps asking qualifying questions until it knows. It writes the summary into your CRM, or hands the call to a person when it should be a person.

Operations

Performance reporting agent

Pulls loan-level data and the fund's own records together into the performance numbers: returns, attribution, arrears and movements, ready for whoever is asking.

Governance

Persona review agent

Reviews a paper the way a named person at your fund would, using their own past comments and priorities, and reports back what they would push on.

Origination

Deal room quality agent

Reads every file that lands in the data room, pulls the key terms into your own fields, and lists what is missing, expired or inconsistent before an analyst opens one.

Operations

Investor reporting agent

Builds the monthly and quarterly investor reporting from the systems of record and drafts the commentary in your house voice, ready for review.

Governance

Auditability tracking

Logs every question, source, run and approval the platform makes, so any output traces back to the document and the person behind it.

Operations

Report generation agent

Builds any recurring report off your own template: board packs, IC packs, lender reporting, portfolio reviews. A day of assembly becomes a review of a draft.

Knowledge

Fund knowledge agent

Connects your documents, email, loan system and CRM into one brain your team can ask in plain English, and cites the file behind every answer. One source of truth, even when administration is outsourced.

Origination

Deal screening agent

Reads deals as they arrive by email or from the broker portal, tests each one against your credit mandate, and returns pass, fail or refer with the reasoning written out.

Portfolio

Loan monitoring agent

Chases the monthly reporting pack, spreads the financials, tests every covenant against the register and drafts the monitoring memo. A week of work becomes a morning of review.

Operations

NAV and unit pricing checks

Calculates the NAV from your own records and reconciles it line by line against the administrator's file, so your team only reviews the genuine breaks.

Origination

Credit paper drafting

Drafts the credit or investment committee paper from the deal file in your own template, with every figure linked to its source. The analyst starts on the judgement, not the assembly.

Governance

Compliance agent

Builds the audit trail FSC Standard 30 expects across every loan: a written decision on each trigger event, LVR against a current valuation, watchlist and impairment escalations on the record, and the quarterly committee pack. Every line traced to its source, and the gaps flagged.

Portfolio

Conditions precedent and subsequent

Reads every CP and CS out of the facility documents into a live register with an owner and a date, and chases the borrower before anything falls due.

Origination

Screening voice agent

Answers the broker call, works out whether the deal fits your mandate, and keeps asking qualifying questions until it knows. It writes the summary into your CRM, or hands the call to a person when it should be a person.

Operations

Performance reporting agent

Pulls loan-level data and the fund's own records together into the performance numbers: returns, attribution, arrears and movements, ready for whoever is asking.

Governance

Persona review agent

Reviews a paper the way a named person at your fund would, using their own past comments and priorities, and reports back what they would push on.

Origination

Deal room quality agent

Reads every file that lands in the data room, pulls the key terms into your own fields, and lists what is missing, expired or inconsistent before an analyst opens one.

Operations

Investor reporting agent

Builds the monthly and quarterly investor reporting from the systems of record and drafts the commentary in your house voice, ready for review.

Governance

Auditability tracking

Logs every question, source, run and approval the platform makes, so any output traces back to the document and the person behind it.

Operations

Report generation agent

Builds any recurring report off your own template: board packs, IC packs, lender reporting, portfolio reviews. A day of assembly becomes a review of a draft.

Agents that complete the
work reliably, end to end.

AI output you can
finally trust.

AI is only worth deploying when your firm can stand behind every number and every output it produces. Every Levercon agent is built so you can.

AuditableSee everything running
TraceableEvery figure back to its source
Version-controlledEvery change on the record
Self-improvingFeedback applied, never lost
Compliance-readyBuilt to meet industry regulations