Lev turns deal documents into polished OMs, organizes files into secure deal rooms, and collects what you need from counterparties, automatically.
Upload your documents and Lev extracts every relevant data point, then generates a professional, branded offering memorandum or credit package.
Full deal packages created from your uploaded files — ready to share in minutes.
Lev applies your firm's branding automatically.
Build deal books, credit memos and OMs, all from the same deal data.
Create permission-controlled deal rooms for lenders, attorneys, and partners. Invite exactly who needs access, control what they can see, and track who's viewed what.
Control exactly what each party can view, download, or edit — down to individual files.
See who's opened your deal room, what they looked at, and when.
Send a clean, professional link to your deal room — no logins required.
Create smart checklists and send file requests to counterparties. Lev tracks what's been received, what's still outstanding, and sends automated reminders.
Lev builds your diligence and closing checklists automatically.
Counterparties get nudged automatically when items are overdue.
See everything that's been received and everything still outstanding at a glance.
Join CRE professionals who've cut deal preparation time in half with Lev.
Transactions processed in the past 30 days
Uptime SLA for enterprise-grade reliability
Integrations for seamless connectivity