Talonvest Capital scales lender outreach with ranked matches and one-click launches on Lev

Challenge

Finding the right lenders beyond existing relationships took hours of manual research

Placing debt across a wide range of asset types and geographies means Talonvest needs to move quickly from a new mandate to a fully marketed deal. For opportunities outside the team's core relationships, identifying which of thousands of active capital sources were the right fit meant hours of manual research — then individual emails and reply tracking across dozens of contacts at once.

Scaling outreach deal-by-deal without a shared system made it hard to expand confidently beyond known lenders while keeping every conversation from falling through the cracks.

Solution

Lev Match ranks the right lenders with reasoning, then launches outreach in a couple of clicks

Talonvest uses Lev to match each deal against a database of 7,000+ lenders and 60,000+ contacts, ranking the best fits with match reasoning so the team can expand its reach with confidence. Personalized outreach launches to every matched lender from one workspace, with automatic follow-ups on unresponsive contacts.

Results

Faster path from mandate to marketed deal in one workspace

Matching, outreach, and follow-up now live in the same Lev workspace instead of across research tabs, individual emails, and manual tracking. Talonvest can move from a new mandate to a fully marketed deal with ranked lender coverage and automated follow-ups — without adding headcount to keep conversations organized.