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Categories/CRM/LevPro
LevPro

LevPro

Founded 2020

Manage collateralized loan obligations and private credit portfolios

You can use LevPro to manage collateralized loan obligation portfolios, syndicated loans, and private credit investments. The system connects deal sourcing, credit underwriting, order execution, and continuous portfolio tracking in a single workspace. You can screen new loan issues, centralize investment research, track pipeline opportunities, and run compliance checks across funds. It provides fast search tools, automated alerts on portfolio companies, and allocation tracking so investment teams can analyze debt assets and execute trades without manual spreadsheet errors or delayed reporting.

What LevPro does

Book trade orders for loan portfoliosReview new debt issuance terms on the deal calendarUnderwrite private credit financing requestsConduct pre-trade compliance checks across fund mandatesSet up automated alerts for portfolio company updatesOrganize credit research materials by borrower entityTracks real-time new loan issues directly from debt issuersScreens syndicated loan opportunities with a native security masterCentralizes credit research notes and market analysis filesLogs and routes trades in seconds with instant executionRuns automated fund and firm compliance checksManages relationship pipelines and deal underwriting workflowsExtracts named financial entities and parses credit textTracks capital allocations and deployment across multiple funds

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LevPro, CLO management, syndicated loans, private credit, credit trading, portfolio management, trade execution, credit underwriting, loan screener, compliance checks, deal sourcing CRM, debt investment, BSL management, credit research