Frequently asked questions.

Levercon builds custom AI agents and AI systems for private credit funds and non-bank lenders, and helps the same firms with AI strategy and training. Everything it builds is capable of running whole workflows end to end and is built for traceability and verifiability: every run is logged, every output is traced to its source, and the full record sits in the audit portal.

Credit funds and non-bank lenders globally: private credit, property credit, corporate credit, distressed, structured and real estate credit, and multi-strategy credit managers. Levercon does not work with equities managers, wealth managers, retail investors, banks or insurers.

No. Levercon is a technology and services company. It does not manage money, raise capital or offer investments. It builds and runs AI for the firms that do.

Levercon is headquartered in Melbourne and has teams in Brisbane and the United States. It was founded by Cara Davies and Jake Carp, and is backed by Airtree.

Agents automate whole workflows end to end and are deployed into the AI tools your team already uses. Systems are custom AI software built around the way your firm operates, to replace or sit beside the tools you have. Strategy and training covers the AI audit, the roadmap, model and account setup, and hands-on training for your team. Book a call with our team to work out which is most suited to your needs.

Yes. Agents are delivered as an MCP into your existing AI tools, whether that is Claude, Copilot or ChatGPT, so there is nothing new for your team to learn.

Levercon partners with the leading AI labs, OpenAI, Anthropic and xAI, for the software and agents it delivers. Everything is delivered directly inside your existing AI tools, whichever those are.

Usually the repetitive work with a clear return: deal intake and pre-screening, loan and covenant monitoring, credit papers and memos, and investor reporting. Before anything is built we run an audit, map the work with your team, and agree together which areas to start with.

In one of two ways. Either you come to us with the specific workflows and areas you want automated, or our forward-deployed engineers come into the firm, sit with your team, map where the problems are, and come back with a clear business case and a proposal for where to start. Either way it begins with a conversation.

We aim to deliver value within weeks. How many depends on the complexity of the work, but it is never quarters. Work ships in working pieces with feedback built back in, so you see working versions early, and we train your team on site and stay close after launch.

No. Our team of engineers and AI specialists does the build, the integration and the migration, and everything runs within the controls you already have: single sign-on, multi-factor authentication and role-based permissions. Where you do have IT, risk or compliance teams, governance is agreed with them before rollout.

It depends on the scope of the work. An engagement typically involves a build and implementation fee, then an ongoing fee of some form for maintaining and improving what has been built. The specifics are set out in a proposal once the scope is clear.

In your own private instance, hosted in Australia, never co-mingled with another firm's and never used beyond your own workflows. Systems can run in your own environment or a Levercon-managed cloud, under your access controls, with a record of every change.

No. Training is switched off. Your prompts, documents and outputs never train any model, including Levercon's. Your methodology, templates and investor materials stay inside your environment and are used for nothing but running your firm.

Every output comes back to your team for approval before it goes anywhere. Every number or argument is tied to the source it came from, and every run is written to an audit log as it happens: who asked, what the agent read, what it decided, what it produced and who signed it off. Your compliance team can open any run and read it end to end.

SOC 2 Type II and ISO 27001 are in progress. Levercon is a certified Microsoft Partner. Everything built works within the security controls you already run, and no certification is claimed before it is held.

Book a call or send a note through the contact page, or email info@levercon.ai. Both founders sit in every first conversation.