Run deals on Lev
How-to guides for the Lev apps your team uses every day — Deals, Memo, Vault, Files, and Market Insights.
The home of everything Lev
Welcome to Lev Docs.
Everything you need to run deals on Lev, build on top of our API, review our security posture, and connect with the broader CRE and AI-engineering community — in one place.
Explore the docs
Four sections, one search
Each tab is organized around a different kind of reader. Pick the one that matches what you're trying to do — or press ⌘K and search across all of them.
Trust, security, and compliance
How we protect your data — infrastructure, encryption, certifications, privacy, and AI data handling.
Build on the Lev platform
REST API, MCP server for AI agents, and a first-party CLI — with auth, rate limits, and production workflows.
Community & broader ecosystem
Curated threads and resources from CRE practitioners, AI-engineering builders, and the Lev open-source community.
Shortcuts
I want to…
Common starting points, pulled from across the four sections.
Run my first deal
Set up a deal end-to-end — pipeline, lenders, outreach.
Call the API
Make an authenticated request to Lev in under five minutes.
Review security
SOC 2, infrastructure, encryption, and monitoring details.
Connect an AI agent
Wire Cursor, Claude, or any MCP client up to Lev.
Popular guides
Start here
The most-visited pages — a good place to start if nothing above jumps out.
Create your first deal
Set up a new deal, invite your team, and move it into pipeline.
StartCreate a Vault
Collect files, track progress, and share securely with lenders.
StartBuild a memo
Branded offering memorandums produced in minutes, not days.
StartAuthenticate API requests
API keys, scopes, and rotation — everything about auth.
BuildSet up MCP
Point Cursor, Claude, or Claude Code at the Lev MCP server.
BuildCompliance & SOC 2
Certifications, audit scope, and how to request the report.
Learn