Front office software for public and private Credit markets

With LevPro, investment teams have the tools they need to manage portfolios, automate investment monitoring, and streamline research & trading workflows.

Expand your business, modernize your operations, and connect your teams together on a SaaS platform designed specifically for your market.

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NEWS & INSIGHTS

Investcorp Relies on LevPro to Power Merger with Marble Point

Feb. 13, 2024

The Antares Capital Liquid Credit platform implements LevPro

Dec. 18, 2023

Steele Creek Utilizes LevPro to Drive Operational Success

April 12, 2023

LevPro Mentioned in Octaura Press Release

Octaura recently put out a press release to announce a new critical hire which included a hint that they are working with LevPro to integrate the two platforms.

March 3, 2023

S&P Global Market Intelligence and LevPro take a fresh approach to credit portfolio management

We’re thrilled to partner with S&P Global to deliver this industry leading front-to-back offering. Clients will benefit from the combination of our front-office friendly interface with WSO’s complete middle and back office services suite.

Feb. 13, 2023

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When Executives, Investors, and Regulators expect data in real time, LevPro is here for you.

By connecting all of your teams together and unifying to one set of data, you'll have everything you need to pursue opportunities and manage risks.

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LevPro Dashboard is key to helping you run your leveraged credit business more powerfully.

WORD ON THE STREET

"Entering a trade into LevPro takes 5% - 10% of the time it takes to enter [our current solution] and I can do it real time in a matter of seconds.
— Trader
“I am in awe of the search [function], very well done. I would imagine my initial reaction was similar to those lucky few that were able to beta GPT-3!”
— Senior Analyst
“Looking at this, I see how bad [our current solution] is. It’s not even close.”
— Trading Assistant
“You all were able to take an incredibly messy dataset and make it totally user-friendly.”
— Senior Analyst
“Entering a trade into LevPro takes 5% - 10% of the time it takes to enter into [our current solution] and I can do it real time in a matter of seconds.”
— Trader
“I have to do allocations manually in excel and then upload them to the system. Our [current solution] can’t do any of this stuff.”
— Trading Assistant
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LevPro testimonials arrow 2

Front Office Solutions for CLO & BSL Managers

CLO managers are chasing opportunities against a crowded market. Utilize LevPro’s powerful front office tools combined with our native Security Master to gain your edge. Seamless connect every team together from Research Teams to Traders to Portfolio Managers to Operations.

New Issue Calendar

  • Managed data services by LevPro, enabling you to quickly act on deals
  • Integrated RelVal engine allows for quick Comp Analysis
  • Automatic LoanXID sync removes the Sec Master bottleneck for trading

Pipeline & Screener Tools

  • Add deals to pipeline via one click to quickly initiate research
  • User customizable metrics to create a pipeline that’s unique to your needs
  • Screen for Secondary opportunities across the entire Loans & HY universe using Natural Language Queries

Research Management

  • Allows teams to take deals from screening to IC approvals to ongoing monitoring of deals
  • Utilize the workflow to upload financials, track commentary, set notifications, store documents, capture data, manage tasks, and define steps

Order & Trade Management

  • Leverage LevPro’s native SecMaster to seamlessly create Orders and Trades from public identifiers
  • Automatically allocate across multiple funds with pre-built methods or roll your own custom
  • Streamline operations by publishing transactions to Investment Accounting Systems
  • Generate Sell & Buy ideas using LevPro’s Optimization Engine

Portfolio Management

  • View holdings across multiple portfolios & funds with customizable user-defined views
  • Capitalize on opportunities via LevPro’s Portfolio Optimizer, Hypos, and Portfolio Modeling tools
  • LevPro’s native SecMaster allows PMs to quickly construct and model new portfolios
  • Comparison tools allow you to track portfolios against the Index

Compliance Management

  • Intuitive engine that allows users to define rules and thresholds
  • Test concentration limits, asset eligibility, and restricted lists at both the Firm & Fund level
  • Take advantage of tests for Pre-Trade, Post-Trade, and Hypo analysis

Private Credit Solutions for every team in your organization

Private credit managers often struggle with disparate data and manual processes in Excel or email. Our comprehensive suite of tools unifies your data and streamlines operations, empowering every aspect of your business from sourcing and deal management to portfolio oversight and compliance.

Sourcing CRM

  • Track interactions, contacts, and companies to unlock the value of your relationships
  • Connect CRM to pipeline deals & closed deals to visualize the complete picture

Pipeline Tools

  • Equip deal teams with tools to manage, triage, and analyze pipeline deals
  • Customize metrics and data points to tailor analytics to specific needs
  • With access to the public New Issue Calendar you can seamlessly engage in public deals or perform comparative analysis

Deal Underwriting & Monitoring

  • Allows teams to take deals from screening to IC approvals to ongoing monitoring of deals
  • Utilize the workflow to upload financials, monitor covenants, track commentary, set notifications, store documents, capture data, manage tasks, and define steps

Operations & Tasks Management

  • Gain full visibility into outstanding tasks across deals and team members
  • Assign tasks to specific users or groups for governance
  • Schedule recurring and future tasks to ensure nothing falls through the cracks
  • Enable Ops and Closers to efficiently manage and complete critical tasks concurrently

Funding & Allocations

  • Manage commitments and fundings across multiple funds/accounts
  • Streamline operations with by publishing transactions to Investment Accounting Systems
  • Integrate with Deal workflows to initiate commitments directly from within deals and build upon data entered by investment teams

Portfolio Management

  • View holdings across multiple portfolios & accounts with customizable user-defined views
  • Monitor cash, including unfunded commitments. Leverage hypothetical scenarios to assess the impacts of upcoming commitments on the portfolio

Compliance Management

  • Intuitive engine that allows users to define rules and thresholds
  • Test concentration limits, asset eligibility, and restricted lists at both the Firm & Fund level

Expand your firm's possibilities with software that works for you, not against you.

Are you a professional fixed income buy-side investor? If you invest in Institutional Loans or High Yield Bonds, book a 30-minute call and find out how LevPro can help your company.

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