Origination
Find, enrich, research, and contact the right sponsors, owners, and lenders.
| ID | Name | Unit | Credits |
|---|---|---|---|
| DAT-030 | Import contacts / companies | per contact | 0 |
| DAT-031 | Enrich new contacts (basic) | per contact | 8 |
| DAT-034 | Import a company | per company | 0 |
| DAT-035 | Enrich a company (basic) | per company | 8 |
| DRC-047 | Create a deal room or checklist | per checklist | 0 |
| FIL-041 | Store deal-related files | per file | 0 |
| FIL-046 | Extract data from documents (per field) | per field | 0 |
| MKT-056 | Generate OM from deal data | per OM | 500 |
| MKT-058 | Generate real-time status reports | per report | 650 |
| OUT-054 | Enroll contact in outreach campaigns | per contact | 2 |
| SCH-051 | AI-match lenders to deals | per search | 2,000 |
| SCH-053 | Add lender to deal | per lender | 200 |
Deal prep
Prepare files, diligence, OMs, images, and deal data for market.
| ID | Name | Unit | Credits |
|---|---|---|---|
| DOC-L-TABLE | Document fact extraction (table, L) | per extraction | 300 |
| DOC-L-TEXT | Document fact extraction (text, L) | per extraction | 250 |
| DOC-M-TABLE | Document fact extraction (table, M) | per extraction | 125 |
| DOC-M-TEXT | Document fact extraction (text, M) | per extraction | 100 |
| DOC-S-TABLE | Document fact extraction (table, S) | per extraction | 75 |
| DOC-S-TEXT | Document fact extraction (text, S) | per extraction | 50 |
| DOC-XL-TABLE | Document fact extraction (table, XL) | per extraction | 500 |
| DOC-XL-TEXT | Document fact extraction (text, XL) | per extraction | 500 |
| DRC-048 | Generate a new checklist with Lev AI and templates | per checklist | 80 |