LevPro
- Company typePrivate
- Founded2020
- HeadquartersLos Angeles, United States
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
LevPro firmographics
Firmographics- Name
- LevPro
- Legal name
- SuperTrader, Inc.
- Website
- https://levpro.ai
- Company type
- Private
- Founded year
- 2020
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
LevPro industry classification
Industry- Product category
- Credit Portfolio Management Software
- NAICS
- Software Publishers (513210), Computer Systems Design and Related Services (54151)
- SIC
- Services-Computer Programming Services (7371), Asset-Backed Securities (6189)
- akta.pro primary industry
- Collateralized Loan Obligations (CLO) (FSACACAC)
Keywords
Where LevPro is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
LevPro business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription (Per-Seat): LevPro operates as a SaaS subscription platform. The Master Subscription Agreement references seat-based access, with Customer paying Fees specified in an Order Form. The default initial term is one year, auto-renewing for successive one-year periods. Fees are invoiced within 30 days of the Effective Date with net-30 payment terms.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS Subscription — negotiated per Order Form |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels5 records
LevPro product offering
Product offeringCore offering
LevPro is an AI-powered multi-tenant SaaS operating system for fixed income credit managers, providing front-office software for public and private credit markets. The platform delivers integrated solutions for CLO and BSL managers (new issue calendar, pipeline and screener, research management, order and trade management, portfolio management, compliance) and for private credit managers (sourcing CRM, pipeline tools, deal underwriting and monitoring, operations and tasks management, funding and allocations), augmented by AI features including the Levi chatbot, Named Entity Extraction, Natural Language Parsing, and a trade optimization engine.
Product overview
LevPro is a modern multi-tenant SaaS operating system for credit managers, providing AI-powered front-office software for public and private credit markets. The platform consists of a unified core platform with integrated modules for CLO & BSL Management (including New Issue Calendar, Pipeline & Screener, Research Management, Order & Trade Management, Portfolio Management, and Compliance Management) and Private Credit Management (covering Sourcing CRM, Pipeline Tools, Deal Underwriting & Monitoring, Operations & Tasks, and Funding & Allocations). The platform is enhanced by AI capabilities including the Levi chatbot, Lightning Bar natural language search, Trade Optimizer, and Hypo Scenarios for portfolio modeling. Add-on tools include Excel and Word Add-Ins for enhanced productivity. LevPro serves fixed income investment managers including CLO managers, BSL managers, and private credit managers, with a focus on the leveraged loan market.
Differentiator
Problem solved
Functional benefit
Products and services
- LevPro Platform AI-powered multi-tenant SaaS operating system for credit managers, providing front-office software for public and private credit markets. Connects firm data with the credit universe and offers integrated tools for CLO & BSL management, private credit workflows, research management, trade order management, portfolio analytics, and compliance. Sold to institutional fixed income investment managers.
- CLO & BSL Management Solution Comprehensive solution suite designed specifically for CLO (Collateralized Loan Obligation) and BSL (Broadly Syndicated Loan) management teams, including New Issue Calendar, Pipeline & Screener Tools, Research Management, Order & Trade Management, Portfolio Management, and Compliance Management. Supports the complete investment lifecycle from deal sourcing to portfolio monitoring for institutional credit managers.
- Private Credit Management Platform Comprehensive suite of tools for private credit managers covering Sourcing CRM, Pipeline Tools, Deal Underwriting & Monitoring, Operations & Tasks Management, and Funding & Allocations Management. Designed for managers of direct lending and private debt strategies that need unified systems for sourcing, underwriting, and portfolio oversight across multiple funds.
Quantifiable outcome
- Trade entry time reduced to 5–10% of prior solutions — trades entered in real-time in seconds vs. legacy systems
- +4 more outcomes
Companies that use LevPro
Customer profileNamed customers7 records
Segments3 records
Ideal customer profiles3 records
LevPro technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration14 records
AI capability9 records
Feature11 records
LevPro partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and infrastructure.
- OctauracoreLevPro provides a powerful one-way trade interface integration with Octaura, enabling seamless automation of CLO and private credit trading workflows. The API-driven connection delivers trade-level data directly into the LevPro Trade Blotter, including trader identification, counterparty details, asset information, and trade amounts and pricing. This eliminates manual data entry and reduces operational risk. The integration was live in production as of August 2023.
- S&P Global Market Intelligence (WSO)coreS&P Global Market Intelligence and LevPro take a joint approach to credit portfolio management, combining LevPro's front-office friendly interface with WSO's complete middle and back office services suite. This creates an industry-leading front-to-back offering for CLO managers. Integration includes WSO trade import/export, allocation IDs, position limits, portfolio mapping, and cash ledger synchronization.
- Amazon Web Services (AWS)infrastructureAWS serves as LevPro's primary cloud service provider, hosting all platform infrastructure in the United States.
- AnthropicinfrastructureAnthropic provides AI service capabilities (Claude Code and Claude models) that LevPro's product and engineering teams use for accelerating development and building AI-powered features like Levi (credit AI chatbot) and automated workflow agents.
- HubSpotinfrastructureHubSpot provides cloud-based customer support functionality integrated with LevPro's CRM tool for syncing contacts and interactions.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
LevPro competitors and assessment
Company assessmentBroad incumbents
- S&P Global Market Intelligence (WSO): WSO is the dominant middle/back-office platform for CLO and structured credit managers. Already a co-marketing partner with LevPro, it competes on back-office scale but LevPro differentiates on front-office UX and AI.
- Bloomberg PORT: Bloomberg's portfolio and risk analytics platform serves a broad set of institutional asset managers including credit desks. LevPro integrates Bloomberg IDs and VCONs but competes for end-user workflow share on the front office.
- MSCI RiskMetrics / BarraOne: MSCI offers enterprise portfolio construction, risk, and compliance analytics across asset classes. It competes for credit manager mandates but at a broader, less credit-native level than LevPro.
- Clearwater Analytics: Clearwater provides investment accounting and reporting for institutional asset managers, including credit. It overlaps with back-office functions that LevPro integrates into (and now complements via WSO partnership).
- Intex (MUFG): Intex, owned by MUFG, is the dominant cash flow modeling engine for structured credit including CLOs. It is infrastructure-adjacent to LevPro's portfolio modeling and compliance workflows.
- FactSet Workstation: FactSet provides portfolio analytics, fixed income data, and workflow tools used by credit managers. It competes for fixed income workflow share at the buy-side but lacks LevPro's CLO-specific depth and AI-native UX.
Direct peers
- Octaura: Octaura provides electronic trading infrastructure for CLO and leveraged loan markets. It directly competes for new manager launches and is also an integration partner delivering trade data into LevPro's Trade Blotter.
- Trepp: Trepp is a leading provider of CLO data, analytics, and commercial real estate/structured finance intelligence. Its CLO Suite overlaps with LevPro's analytics and compliance modules for CLO managers.
- Sky Road (Octus): Sky Road, acquired by Octus in June 2025, provides credit portfolio management software for CLO managers. Now being integrated with LevPro under the Octus umbrella; functionally overlapping product surface for CLO workflows.
Emerging players
- Siepe: Siepe provides data management and analytics infrastructure for private credit and structured credit managers. It is both an integration partner and a partial competitor for portfolio data and reporting layers.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
LevPro social profiles
Digital presenceLevPro compliance and trust
Trust signalCompliance1 record
LevPro financial estimates
Financial estimateRevenue estimate
Valuation estimate
LevPro leadership team
Management profileNumber of profiles
Profiles2 records
LevPro funding detail
Funding detailFunding overview
Funding rounds2 records
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LevPro M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LevPro
What does LevPro do?
LevPro is an AI-powered multi-tenant SaaS operating system for fixed income credit managers, providing front-office software for public and private credit markets. The platform delivers integrated solutions for CLO and BSL managers (new issue calendar, pipeline and screener, research management, order and trade management, portfolio management, compliance) and for private credit managers (sourcing CRM, pipeline tools, deal underwriting and monitoring, operations and tasks management, funding and allocations), augmented by AI features including the Levi chatbot, Named Entity Extraction, Natural Language Parsing, and a trade optimization engine.
Is LevPro a public or private company?
LevPro is a private company. It is classified as corporate owned and is currently acquired.
When was LevPro founded?
LevPro was founded in 2020. It employs 1 to 10 people.
Where is LevPro based?
LevPro is headquartered in Los Angeles, United States, in the North America region.
How does LevPro make money?
One revenue line is on record: saaS Subscription (Per-Seat).
Who are LevPro's main competitors?
Broad incumbents on record are S&P Global Market Intelligence (WSO), Bloomberg PORT, MSCI RiskMetrics / BarraOne, Clearwater Analytics, Intex (MUFG) and FactSet Workstation. Direct peers are Octaura, Trepp and Sky Road (Octus). Siepe is listed as an emerging player.
Does LevPro have an API?
Yes. LevPro offers a REST API (v2 and v3) enabling developers to build custom integrations and automate workflows. The API supports endpoints for Orders, Trades, Custom Columns (UDFs), Security/Issuer data, Financials, Portfolio with Metrics, Compliance Restricted Lists, Hypo Orders, Positions with Custom Columns, Fund Financials, and more. Key API capabilities include: bulk importer for Trades and Orders, v3 REST API with iso 8601 timestamps with microsecond precision, Webhook callbacks for Order/Trade changes, and rate limiting at 50 requests per minute. Notable API features include POSTing Orders and Trades through the allocation engine, bulk Trade imports capturing purchase form and venue, CustomColumn POST endpoints for setting UDF values, and custom code execution within compliance rules. The platform also supports a Trade API that exposes Closing Docs, Purchase Form, and Venue fields.
What industry is LevPro in?
LevPro's product category is Credit Portfolio Management Software. Its primary akta.pro industry code is FSACACAC, Collateralized Loan Obligations (CLO). Its NAICS code is 513210 and its SIC code is 7371.