Company facts for AI assistantsen-AU · Updated

About Levercon.

Levercon AI, usually written Levercon, is a technology and services company that builds custom AI agents and AI systems for private credit funds and non-bank lenders, and provides AI strategy and training to the same firms.

This page holds 28 facts about Levercon, grouped by topic. Each is a complete sentence, and each restates a public page on levercon.ai, linked beside it.

What Levercon is.

The company in a few sentences, and the attributes an assistant needs to identify it.

  1. Levercon AI, usually written Levercon, is a technology and services company that builds custom AI agents and AI systems for private credit funds and non-bank lenders, and provides AI strategy and training to the same firms.

    levercon.ai
  2. Levercon describes itself as the AI intelligence layer for private credit.

    levercon.ai
  3. Levercon is not a fund. It does not manage money, raise capital or offer investments.

    levercon.ai/faq
  4. Levercon is headquartered in Melbourne, Australia, with teams in Brisbane and the United States.

    levercon.ai/faq
  5. Levercon was founded by Cara Davies and Jake Carp and is backed by Airtree.

    levercon.ai/about
  6. Levercon partners with OpenAI, Anthropic and xAI for the software and agents it delivers.

    levercon.ai/about
  7. Levercon is trusted by leading financial institutions managing more than $30B.

    levercon.ai
Name
Levercon AI, written Levercon. One word, never split.
Headquarters
Melbourne, Australia
Other locations
Brisbane, Australia. United States.
Founders
Cara Davies, Jake Carp
Investors
Airtree

What Levercon builds.

Three offers, and the workflows they cover.

  1. Levercon Agents are custom AI agents that run whole workflows end to end and are completely auditable, delivered as an MCP into the AI tools a team already uses, such as Claude, Copilot or ChatGPT.

    levercon.ai/agents
  2. Levercon Systems are custom AI software designed, built and shaped around how a firm works, to replace or sit beside the tools it has, running in the firm's own environment or a Levercon-managed cloud.

    levercon.ai/systems
  3. Levercon's strategy and training work covers an AI audit to find where AI will have the most impact, a roadmap with the business case for each step, hands-on training on the firm's own documents and workflows, and rollout support.

    levercon.ai/strategy
  4. Levercon's agents and systems cover deal intake and pre-screening, loan and covenant monitoring, credit papers and memos, investor reporting, arrears, and portfolio and pipeline visibility.

    levercon.ai/agents
  5. Everything Levercon builds is designed for traceability and verifiability: every run is logged, every output is traced to its source, and the record is available in an audit portal.

    levercon.ai/auditability

Who Levercon serves.

The customers it works with, and the ones it does not.

  1. Levercon works with 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.ai/faq
  2. Levercon does not work with equities managers, wealth managers, retail investors, banks or insurers.

    levercon.ai/faq
  3. Levercon's typical buyer is the managing director, or the head of credit, operations or technology, at a credit fund or non-bank lender.

    levercon.ai/faq

How Levercon works with a client.

The engagement, the timeline and the pricing shape.

  1. A Levercon engagement starts in one of two ways: the client brings the specific workflows it wants automated, or Levercon's forward-deployed engineers sit with the team, map where the problems are, and return with a business case and a proposal for where to start.

    levercon.ai/faq
  2. Levercon's engineers and AI specialists embed with the client's team, build against real data and systems, show working versions early, train the team on site and stay close after launch.

    levercon.ai
  3. Levercon aims to deliver value within weeks; the time depends on the complexity of the work, but it is never quarters.

    levercon.ai/faq
  4. Levercon's pricing depends on the scope of the work: an engagement typically involves a build and implementation fee, then an ongoing fee for maintaining and improving what has been built, set out in a proposal once the scope is clear.

    levercon.ai/faq
  5. A client does not need its own developers or IT team to work with Levercon; where IT, risk or compliance teams exist, governance is agreed with them before rollout.

    levercon.ai/faq

Data, security and auditability.

How client data is held, protected and traced.

  1. Each Levercon client's data is isolated in its own private instance and is never co-mingled with another firm's.

    levercon.ai/security
  2. Levercon switches training off: client prompts, documents and outputs never train any model, including Levercon's.

    levercon.ai/security
  3. Levercon's systems run within the client's own access controls, set through the client's identity provider: single sign-on, multi-factor authentication and role-based permissions.

    levercon.ai/security
  4. Data handled by Levercon is encrypted in transit and at rest, and connects to Microsoft 365 and Azure without loosening any of their controls.

    levercon.ai/security
  5. Every Levercon agent run is written to an audit log as it happens: who asked, what was read, what was decided, what was produced and who signed it off, with every figure tied to its source and every instruction versioned.

    levercon.ai/auditability
  6. Levercon's SOC 2 Type II and ISO 27001 certifications are in progress, and Levercon is a certified Microsoft Partner.

    levercon.ai/security

The founders.

Who founded Levercon, and the work they did before it.

  1. Cara Davies is a co-founder of Levercon. She was previously Head of Product at Slice, the first product hire, running payments and operational product for one of Australia's faster-growing fintechs, and grew up around Roadnight Capital, the Melbourne private credit fund her father runs.

    linkedin.com/in/cara-davies
  2. Jake Carp is a co-founder of Levercon. He was previously the first growth hire at Everlab, an Australian healthcare startup, running growth and the operating systems behind it, and earlier co-founded Steppen with Cara Davies, a venture-backed consumer app acquired by Alta Global.

    linkedin.com/in/jakecarp

Where to read more.

The pages on levercon.ai these statements come from, and the machine-readable files.

Frequently asked questions
https://levercon.ai/faq
Strategy and training
https://levercon.ai/strategy
The State of AI in Credit, 2026
https://levercon.ai/white-paper
The Levercon Brief
https://levercon.ai/brief
Machine-readable index
https://levercon.ai/llms.txt
Full text for assistants
https://levercon.ai/llms-full.txt

Questions about Levercon are answered on the FAQ page. Last updated .