Lev in Claude

Ask Claude about your deals, term sheets, and lenders — and get answers from your live Lev data, giving technical teams a controlled way to connect Lev context, tools, and actions.

Your deals, inside Claude. Ask about your pipeline, compare term sheets, and update deals — in the same Claude conversation you already work in.

Ask like you’d ask an analyst

Open Claude and ask about your book — "Which of my deals are still waiting on term sheets?" — and get an answer from your live Lev data.

No copy-paste: Claude pulls what it needs from Lev. You never paste deal data into a prompt.
Always current: Answers come from your live pipeline, not last week’s export.

One conversation, all your tools

Claude pulls from Gmail, Outlook, Zoom, and your other connected apps — and writes back to Lev. Hang up a lender call, and the notes are already on the deal.

Inbox in, Lev out: "Pull the quote from the lender’s email and add it to the deal" — done in one ask.
Lev stays the source of truth: Quotes, notes, and follow-ups land on the deal record, not in scattered threads.

Put your book on a schedule

Ask once, run forever: a pipeline brief every morning, stale-deal flags every Friday, lender follow-ups teed up before you log in.

Scheduled tasks: A morning brief on every deal that moved, waiting when you sit down.
Workstreams, not one-offs: Recurring checks run on their own — you review what comes back.