Prepare investor reports in under 5 minutes.
Your portfolio data and market commentary, brought together in your reporting templates ready for review.
Generate investor updates without chasing information.
Levercon turns your existing monitoring and portfolio data into investor reports, with every figure traced to its source for you to verify and sign off.
- Reuse the work completed during portfolio monitoring
- Save time searching files and chasing colleagues
- Verify figures directly against their source
Monthly investor updateAnswer bespoke investor requests with less work.
Respond to additional due diligence questions and custom reporting requirements using the information from your portfolio monitoring cycles, so each request takes less of your team's time.
- Deliver reports in the investor's own template
- Reuse existing data to answer due diligence questions
- Handle more requests without adding reporting workload
Outlook
What changes with automated reporting.
Handle bespoke reporting requests easilyUpload an investor's template and the agent fills it from your portfolio records in their required layout.
Answer investor 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 letters drafted from your monitoring cycles and market commentary, ready for review.
Keep prospective investor diligence movingAnswer diligence questions using records your team has already checked, without pulling the information together again.