Prepare your fund reports in under 5 minutes.
Committee packs, investor updates and one-off requests, drafted from your portfolio records in your own templates and ready for review.
Generate month‑end reports without chasing information.
Levercon drafts your committee packs, reporting cards and monthly updates from the records your team checked during portfolio monitoring, with every figure traced to its source for you to verify and sign off.
- Reuse the work completed during portfolio monitoring
- Standing reports that refresh each month, with only the commentary left to write
- Verify figures directly against their source
Portfolio committee packCreate ad‑hoc reports instantly.
An investor's quarterly questionnaire, a due diligence request or a question from the leadership team before a meeting, answered from the same portfolio records, so each request takes less of your team's time.
- Deliver reports in the requester's own template
- Reuse existing data to answer due diligence and investor questions
- Handle more requests without adding reporting workload
Outlook
Every report your team prepares, from one set of records.
Portfolio committee packs
Monthly reporting cards
Month-end portfolio reports
Watchlist and covenant summaries
Trend and concentration analysis
Scenario and what-if reports
Fund performance reports
Monthly investor updates
Quarterly investor letters
Investor newsletters
Investor questionnaires
Due diligence questionnaires
Co-investor reports
One-off requests in any template
What changes with automated reporting.
Build committee packs without the scrambleInternal packs and reporting cards drafted from the month's monitoring cycle, ready before the meeting.
Answer questions without searching for dataGet answers directly from your portfolio records, with every figure linked to its source.
Spend less time preparing recurring reportsMonthly updates and quarterly reports refreshed from your records, with only the commentary left to write.
Keep diligence and investor requests movingQuestionnaires and due diligence answered from records your team has already checked, without pulling the information together again.