Automated borrowing bases for top lenders
The missing link in your middle office operations.
Leverage is expensive, optimizing is easy.
Leverage is expensive, optimizing is easy. Manage your deal pipeline by instantly testing new investments, position changes, asset amendments, borrowings and capital calls.
Simulate asset allocation across multiple facilities.
Embrace Automation: Less Manual Work, More Results.
De-risk your operations by freeing your teams from tedious data munging in Excel.
LevSync automates source data, generates borrowing bases, and reconciles with custodians, letting your team focus on strategic activities.
One platform, unified operations.
LevSync consolidates your leverage facility data, workflows, and operations into an audit-friendly platform. Eliminate scattered Excel borrowing bases, borrowing requests, and governing documents in shared drives.
Operational oversight comes built-in.
Workflows, not emails.
LevSync connects borrowers, lenders and custodians in one place. Say goodbye to endless emails for borrowing requests, investment approvals, and month-end reports.
Collaborate and meet your lender requirements at breakneck speed.
Audit Smarter, Not Harder
Overcome audit anxiety by eliminating dependence on emails. LevSync tracks changes, collects notations, and captures evidence as your team performs its work.
Simply provide auditors with "audit-access" to review controls, and free up your team during audit season.
Less Excel, more excellence.
Do less, achieve more.
Begin your day Excel-free. LevSync empowers you to concentrate on managing your deal pipeline, minimizing cash drag, and optimizing your leverage facilities for peak efficiency.
Seize control. Don't let upstream processes compromise your borrowing base calculations. LevSync empowers you to handle investment attributes confidently and with complete transparency. Need to track an attribute manually? No worries – we've got you covered.
Exceptional simulation engine at your fingertips. LevSync enables you to simulate purchases, sales, investment changes, borrowings, capital calls, rating adjustments, FX fluctuations, and beyond. Analyze at any stage. Run simulations simultaneously or cumulatively with just a simple toggle.
Empower your decisions with data. LevSync enables swift simulation and optimization by effortlessly shifting or dividing investments across facilities. Compare outcomes effortlessly and identify the ideal destination for each investment in your deal pipeline.
LevSync brings together governing documents, terms, reports, tasks, and workflows seamlessly within a unified platform. Say goodbye to hunting through shared drives for that elusive 'final' file.
Effortlessly collaborate with your internal teams, lenders, and custodians in real time. Secure approval for your borrowing requests and investments without ever leaving LevSync.
LevSync gives you tangible benefits
LevSync is capable of ingesting any data, from any system in any format. No special reports required. Deliver it to LevSync via your preferred method - secure FTP, email or API.
LevSync is capable of ingesting any data, from any system in any format. No special reports required. Deliver it to LevSync via your preferred method - secure FTP, email or API.
Perfect for...
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Portfolio managers
Compare and contrast your facilities, check availability, review investments, run hypotheticals and pro-forma analysis. When ready, request investment approval from lenders with 1-click. Yes, no emails.
Finance & treasury
Maximize your balance sheet leverage. Run optimizations to find hidden opportunities, then check compliance and move investments. When it's audit time - provide controlled access to auditors and you're done.
Settlements team
Get cash for trade settlement the easy way. Collaborate with finance & treasury teams, generate pro-forma borrowing base, and submit it to the lender in seconds.
Operations team
Manage investment data, reconcile with custodians, and deliver monthly reports from LevSync. No Excel files back and forth.
Features
Borrowing bases in LevSync's are constantly updated with real-time data. Accessible anytime, anywhere, ensuring you're always ready to go. Say goodbye to manual data entry and clunky spreadsheets.
Effortlessly find the best opportunities with LevSync. Instantly compare facilities side-by-side, analyze your numbers and draw insights - eliminating the hassle of mismatched spreadsheets. Streamline your decision-making process today.
Effortlessly find the best opportunities with LevSync. Instantly compare facilities side-by-side, analyze your numbers and draw insights - eliminating the hassle of mismatched spreadsheets. Streamline your decision-making process today.
Streamline collaboration with LevSync's centralized document management. Organize, share, and collaborate with colleagues, lenders, custodians, and auditors effortlessly. No more document hunting in scattered drives or inboxes.
Real-time communication enables instant feedback and collaboration, reducing response time and improving productivity. Connect with colleagues, trustees, auditors, underwriters, and other partners seamlessly, anytime and anywhere. Experience enhanced communication that drives better results.
Our golden source document repository ensures the accuracy and consistency of information across all stakeholders, reducing errors and improving compliance. Centralize and manage indentures, warehouse agreements, portfolio management agreements, tax forms, etc. and make informed decisions with ease.
Having all critical events on the team calendar ensures everyone is on the same page. Improve collaboration, productivity, and avoid missed deadlines. Stay organized, focused, and achieve your goals.
Structured workflows automate business processes, increasing efficiency and reducing errors. Simplify complex tasks, streamline approvals, and achieve better results. Optimize your workflows for greater success.
Transform your middle office with the tools and capabilities you need.
Transform your middle office with the tools and capabilities you need.
Get setup in weeks, not months.
Ingest
LevSync is capable of ingesting any data, from any system in any format. No special reports required. Deliver it to LevSync via your preferred method - secure FTP, email, or API.
Model
No need to explain business terms. Share your credit agreements and/or excel models with us. With decades of experience, we've got you covered.
Invite
Discover the power of collaboration with LevSync. Unite your stakeholders – front office, operations, lenders, custodians and auditors – on a single platform for streamlined facility management.
Act
With LevSync, your borrowing bases are always up-to-date and ready for you to act on. Compare and contrast your models, review investments and take decisions.
Reimagine your portfolio financing operations today
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