Levelset
- Company typePrivate
- Founded2012
- HeadquartersNew Orleans, United States
- Headcount101–250
- GTM typeB2B
- OfferingSoftware
Levelset firmographics
Firmographics- Name
- Levelset
- Legal name
- Express Lien, Inc.
- Website
- https://levelset.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Levelset industry classification
Industry- Product category
- Construction Payment Management Software
- NAICS
- Custom Computer Programming Services (541511), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371)
- akta.pro primary industry
- Collateral, Lien & Asset Valuation Platforms (Auto, Equipment, Real Estate) (FSAGAHAG)
Keywords
Where Levelset is headquartered
LocationHeadquarters
- HQ city
- New Orleans
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Levelset business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Services: Monthly subscription plans for ongoing access to lien rights management platform, document processing, research tools, and risk intelligence. Subscription fees are non-refundable and auto-renew.
- Transactional Document Services: Per-transaction pricing for individual document services including SendDemand ($59/recipient), SendNotice ($59/recipient), and lien filing services. Rush orders incur additional fees.
- Enterprise Licensing: Custom enterprise agreements with dedicated support, advanced features, and negotiated pricing for larger construction companies with significant volume.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Transaction based/ take rate | Pay-as-you-go | Transactional (Pay-as-you-go) |
| Subscription | Monthly | Subscription Plans |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Levelset product offering
Product offeringCore offering
Levelset provides a cloud-based SaaS platform that helps construction businesses—contractors, subcontractors, material suppliers, and equipment rental companies—get paid faster and manage payment risk. Its core products automate lien rights management, preliminary notices, and lien waivers, and are complemented by hands-on job research, contractor payment risk intelligence, and transactional document services such as mechanics lien filing, demand letters, and pay applications across all 50 US states.
Product overview
Levelset is a construction payment management software platform that provides a unified suite of tools for credit and finance teams in the construction industry to manage lien rights, automate document workflows, and reduce payment risk. The platform consists of core products including Lien Rights Management (for automating notices and securing lien rights), Lien Waiver Solutions (for automated waiver workflows), Job Research (for verifying project stakeholder data), and Risk Intelligence/Contractor Pay History (for tracking projects and monitoring contractor payment behavior). These core capabilities are supported by document services for mechanics liens, preliminary notices, demand letters, and pay applications, as well as educational offerings through the Levelset Payment Academy and an Expert Center connecting users with construction attorneys. The platform operates on a subscription model with both transactional and monthly licensing options.
Differentiator
Problem solved
Functional benefit
Products and services
- Lien Rights Management Core SaaS product that empowers credit and finance teams in construction with visibility, automation, and control to manage lien rights, reduce payment risk, and unlock growth through state-specific compliance and deadline tracking across all 50 US states.
- Lien Waiver Solutions Automated waiver workflow product that streamlines sending and requesting lien waivers across construction projects, reducing manual effort and accelerating payment cycles.
- Job Research Hands-on verification service that researches and verifies critical project stakeholder data including property owners, lenders, sureties, and general contractors, used to populate accurate information on notices, liens, and other documents.
- Risk Intelligence (Contractor Pay History) Risk intelligence suite including Project Tracking and Job Radar Plus that provides visibility into contractor payment practices and enables proactive project risk management, smarter project selection, and reduced bad-debt exposure.
- Mechanics Lien Document Services Transactional document service that prepares, files, and tracks mechanics liens across all 50 states, including deadline tracking and rush processing, used by contractors, suppliers, and equipment rental firms to secure payment rights.
- Preliminary Notice Services Transactional document service that prepares and sends preliminary notices (notices to owner, notice of furnishing) to protect payment rights on construction projects, priced at $59 per recipient with state-specific compliance tracking.
- Payment Demand Letters (SendDemand) Transactional document service that sends demand letters to prompt payment on outstanding construction invoices, priced at $59 per recipient, with rush processing available for an additional $95 fee.
- Pay Application Management Tools to create, send, and manage payment applications including schedule of values and retainage tracking, used by contractors to streamline monthly billing on construction projects.
- Levelset Payment Academy Certification and education platform offering courses on construction payment topics with 151 expert-led webinars, 208 total webinars, and 36 payment experts, providing ongoing training for construction credit and finance professionals.
- Expert Center Q&A platform connecting Levelset users with construction attorneys for expert answers on payment-related legal questions, supporting the platform's lien and notice workflows with on-demand legal expertise.
- Dispute Resolution Products Products facilitating dispute resolution on construction payment matters, including integration with third-party arbitration vendors such as FairClaims to resolve payment disputes outside traditional litigation.
Quantifiable outcome
- 97% payment success rate achieved by material supplier customer
- +3 more outcomes
Companies that use Levelset
Customer profileNamed customers6 records
Segments4 records
Ideal customer profiles4 records
Levelset technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature6 records
Levelset partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- QuickBooks OnlinecoreIntegration with QuickBooks Online allowing customers to sync financial data and streamline accounting workflows.
- QuickBooks DesktopcoreIntegration with QuickBooks Desktop for customers preferring on-premise accounting software to connect with Levelset.
- ProcorecoreIntegration with Procore construction management platform enabling seamless data sharing between platforms.
- StripecoreStripe provides PCI Level 1 certified payment processing for all financial transactions. All payment data is handled through Stripe's certified infrastructure.
- PlaidcorePlaid provides bank account verification and financial data connectivity, enabling Levelset to verify banking information for payment processing.
- Amazon Web ServicescoreAWS provides cloud infrastructure hosting for Levelset's platform, including certificate management through AWS Certificate Manager.
Scale indicators6 records
Recent moves6 records
Expansion highlights3 records
Levelset competitors and assessment
Company assessmentBroad incumbents
- Procore Technologies: Procore acquired Levelset in 2021 for $500M and is the parent company. As the leading construction management platform, Procore offers broad project management, financials, and now payment management capabilities that overlap with Levelset's lien rights and payment workflow tools.
- Viewpoint (Trimble): Viewpoint, owned by Trimble, provides construction ERP and project management software serving contractors with accounting, project management, and financial workflows that compete with Levelset's payment and compliance management tools in the mid-market and enterprise segments.
- Bluebeam (Nemetschek): Bluebeam, owned by Nemetschek, provides construction document management, markup, and collaboration software used across the construction industry. Its document workflow capabilities intersect with Levelset's lien waiver and document management offerings.
- Sage 100 Contractor / Sage Construction Solutions: Sage offers construction accounting and project management software targeting mid-market contractors with invoicing, job costing, and financial reporting capabilities. Its broad ERP features partially overlap with Levelset's payment management and compliance tools for the contractor customer base.
Direct peers
- Buildertrend: Buildertrend is a leading construction project management SaaS for residential builders and remodelers, offering scheduling, payment processing, and client communication. It overlaps with Levelset's payment management and project tracking capabilities, particularly for residential and light commercial contractors.
- CoConstruct: CoConstruct is a construction project management platform for custom home builders and remodelers, with built-in financial tools, invoicing, and client billing workflows. It serves similar SMB contractor customers as Levelset with overlapping payment and project management features.
- JobNimbus: JobNimbus is a CRM and project management platform for roofing and exterior contractors, offering invoicing, payment processing, and workflow automation. It targets a similar subcontractor and supplier customer base as Levelset with overlapping payment and project tracking capabilities.
- Knowify: Knowify is a construction project management and accounting SaaS for subcontractors, with features for invoicing, progress billing, and time tracking. It overlaps with Levelset's subcontractor-focused payment management and project tracking products.
- Foundation Software: Foundation Software provides construction accounting and project management software specifically for contractors, including payroll, job costing, and compliance features. Its contractor-focused financial workflow tools overlap with Levelset's payment compliance and project management offerings.
Emerging players
- Billd: Billd provides construction financing solutions for subcontractors and material suppliers, addressing payment risk in the same value chain that Levelset serves. It is an emerging adjacent fintech player addressing cash flow concerns that complement or compete with Levelset's payment protection tools.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Levelset social profiles
Digital presenceLevelset compliance and trust
Trust signalCompliance4 records
Levelset financial estimates
Financial estimateRevenue estimate
Valuation estimate
Levelset leadership team
Management profileNumber of profiles
Profiles8 records
Levelset funding detail
Funding detailFunding overview
Funding rounds6 records
Investors9 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Levelset M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Levelset
What does Levelset do?
Levelset provides a cloud-based SaaS platform that helps construction businesses—contractors, subcontractors, material suppliers, and equipment rental companies—get paid faster and manage payment risk. Its core products automate lien rights management, preliminary notices, and lien waivers, and are complemented by hands-on job research, contractor payment risk intelligence, and transactional document services such as mechanics lien filing, demand letters, and pay applications across all 50 US states.
Is Levelset a public or private company?
Levelset is a private company. It is classified as corporate owned and is currently operating.
When was Levelset founded?
Levelset was founded in 2012. It employs 101 to 250 people.
Where is Levelset based?
Levelset is headquartered in New Orleans, United States, in the North America region.
How does Levelset make money?
Three revenue lines are on record. Subscription Services are the primary driver. The others are transactional Document Services and enterprise Licensing.
Who are Levelset's main competitors?
Broad incumbents on record are Procore Technologies, Viewpoint (Trimble), Bluebeam (Nemetschek) and Sage 100 Contractor / Sage Construction Solutions. Direct peers are Buildertrend, CoConstruct, JobNimbus, Knowify and Foundation Software. Billd is listed as an emerging player.
Does Levelset have an API?
No public API is recorded for Levelset.
What industry is Levelset in?
Levelset's product category is Construction Payment Management Software. Its primary akta.pro industry code is FSAGAHAG, Collateral, Lien & Asset Valuation Platforms (Auto, Equipment, Real Estate). Its NAICS code is 541511 and its SIC code is 7370.