Leverage

Organize and automate the due diligence stage

Leverage product screens
Every party on a deal reading the same due diligence list, at the same time.

the challenge

Leverage is software for financial intermediaries working debt and equity placements. It organizes and automates the due diligence stage between a signed letter of intent (LOI) and closing, where certainty of execution decides whether the referral and the repeat business arrive.

The LOI is signed, everyone assumes the deal is done, and then a document nobody chased or an approval nobody logged pushes the close out by weeks.

objectives

  • Give the due diligence stage 24/7 oversight and full transparency, so fewer deals stall on human error.
  • Put every party on the same list, with the same status and the same outstanding items, without anyone having to ask for an update.
  • Leave room on the page for the explanations a due diligence item actually needs.

our solution

Meteor and React with GraphQL.

The interface is scroll-driven. A due diligence item carries conditions, exceptions and the reason it is on the list at all, and the layout gives that explanation room in line instead of behind a modal.
The palette is two colours, following Leverage's brand guidelines. On a screen someone reads for an hour at a time, that keeps long passages legible.
Oversight runs continuously rather than on request, so the state of a placement is whatever the system shows when someone looks.

inside the product

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"As someone without a lot of technical knowledge, hiring a development team requires a great deal of trust. It's like hiring a mechanic when you don't know much about cars, except on a much larger scale. If you don’t have a lot of experience hiring a development team, the biggest fear can be not knowing what you don't know. These guys are trustworthy and have a robust team with experience that proved invaluable in handling nuances that could have otherwise been easily overlooked. Years ago, on a previous project with a completely different development agency, I lived through the frustration of hiring a group that under delivered not just on technical execution, but also had communication shortcomings. With that in mind, I was thorough in my search for the team to implement my latest project. Before deciding to work with Cult of Coders, I did an exhaustive search that involved speaking with a dozen highly targeted qualified options. I ultimately chose to work with Cult of Coders because even during our earliest conversations they made an effort to understand my project in a way that allowed them to provide intelligent guidance before we even officially started working together. From the beginning, it felt in some ways like they understood my project better than I even did. I'm happy to say that the experience I've had working with Cult of Coders exceeded my expectations and most importantly produced the final results I needed to see. I would suggest that anyone with a project that might fit the strengths of the Cult of Coders group send them an email to see if it could be a good fit."
John DeLeon
Leverage