Levelset

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

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 industry

PRIMARYFSAGAHAG

Collateral, Lien & Asset Valuation Platforms (Auto, Equipment, Real Estate)

Financial & Insurance/Financial Technology (Fintech)/LendTech (Digital Lending Platforms & Credit Decisioning)

Keywords

• Construction payment management
• Lien rights management
• Preliminary notice services
• Mechanics lien filing
• Construction credit management

Headquarters

HQ city

New Orleans

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. 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.
3. Enterprise Licensing: Custom enterprise agreements with dedicated support, advanced features, and negotiated pricing for larger construction companies with significant volume.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core 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

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature6 records

Partnerships

Six partnerships are on record, tiered core.

• QuickBooks OnlinecoreTechnology or IntegrationIntegration with QuickBooks Online allowing customers to sync financial data and streamline accounting workflows.
• QuickBooks DesktopcoreTechnology or IntegrationIntegration with QuickBooks Desktop for customers preferring on-premise accounting software to connect with Levelset.
• ProcorecoreTechnology or IntegrationIntegration with Procore construction management platform enabling seamless data sharing between platforms.
• StripecoreTechnology or IntegrationStripe provides PCI Level 1 certified payment processing for all financial transactions. All payment data is handled through Stripe's certified infrastructure.
• PlaidcoreTechnology or IntegrationPlaid provides bank account verification and financial data connectivity, enabling Levelset to verify banking information for payment processing.
• Amazon Web ServicescoreTechnology or IntegrationAWS provides cloud infrastructure hosting for Levelset's platform, including certificate management through AWS Certificate Manager.

Scale indicators6 records

Recent moves6 records

Expansion highlights3 records

Broad 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

• Xx.com/levelsetnow
• Facebookfacebook.com/levelsetnow
• LinkedInlinkedin.com/company/levelset

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds6 records

Investors9 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Levelset