Should a CRE firm choose PSV or Lev?

Choose PSV when the work spans the firm, from acquisitions and underwriting to asset management and reporting, on your own templates and, if you need it, in your own cloud. Choose Lev (lev.com) when you place CRE debt and want lender search, matching and outreach this week at a published price.

How is PSV different from Lev?

PSV builds a Company Brain and custom workflows inside the AI tools your firm already uses. Lev (lev.com), a New York company founded in 2019, lists 33 products across apps, agents, data products and platform tools on what it calls “The AI platform for commercial real estate.” It is a different company from getlev.co.

How much do PSV and Lev cost?

PSV's AI Consulting typically costs $10K to $25K, Company Brain build pricing is not published, and the CRE AI Institute is $69 a month per person. As of September 24, 2026, Lev lists Individual at $299 a month, Team at $499 a month and Enterprise on an annual contract. Confirm current pricing with Lev.

Do PSV and Lev hold SOC 2 Type II?

PSV is pursuing SOC 2 Type II and does not hold it; it shares controls documentation, a completed SIG Lite questionnaire and signed security addenda on request. Lev's trust center lists a SOC 2 Type II report covering January 1 to December 31, 2025.

Does PSV work with lenders?

Yes. PSV builds a system that screens borrower packages against the lender's own credit box, drafts the credit memo with a source page behind every figure, and watches covenants after close, while the loan origination system stays the system of record. PSV has not yet published a case study with a lending client.

Comparison · Verified September 24, 2026

Lev vs PSV a system in your stack, or a CRE platform

Pacific Software Ventures builds AI on your firm's own templates, inside the Claude, ChatGPT or Copilot you already use, and trains your team. Lev (lev.com) is a packaged platform built around debt capital markets, with published prices and a SOC 2 Type II report.

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Short answer

Choose PSV when the work spans the whole firm.

PSV builds one system on your own templates, inside the Claude, ChatGPT or Copilot you already use. Lev (lev.com) is the closer fit for placing CRE debt this week, with published prices and a SOC 2 Type II report, which PSV does not yet hold.

Runs in your cloud, a dedicated environment, or ours
Covers acquisitions, underwriting, asset management, brokerage and reporting
You own what PSV builds for you

Get your free AI assessment See the side by side

PSV wrote this page and sells one of the two options.

Sources for this answer: PSV Company Brain, PSV llms.txt, PSV terms, Lev data products, Lev pricing, Lev trust center, PSV security.

What it is
PSV
A system you ownA Company Brain and workflows, inside the AI tools you already use.
Lev
33 products: apps, agents, data products and platform tools Source: Lev products
Where it runs
PSV
Your cloud or oursPSV-managed, single-tenant, or your own cloud or VPC.
Lev
AWS, in us-east-1 Source: Lev trust center, security
For lenders
PSV
Credit screeningBorrower packages against your own credit box. No published lender case study yet.
Lev
Lender search, profiles and recent market terms Source: Lev Lender Pulse
Published results
PSV
4-8h to 30mSenior time per BOV at Saunders Real Estate, in its own template.
Lev
Eight published customer stories Source: Lev customer stories

Side by side

How do PSV and Lev compare?

Our answer is first in every row. Each line links the page it was read from.

Pacific Software Ventures and Lev compared on what it is, built for, what you get, lender data, where it runs, build help and ownership, pricing, security attestation, AI data handling and published results. Facts verified September 24, 2026.
Compared on	Our pickPSV	Lev
What it is	A system built around your firmA Company Brain and custom workflows inside the AI tools your team already uses; “not a separate product you license.” Source: Company Brain	An AI platform for CRE“The AI platform for commercial real estate”: apps, agents and data on one platform. Source: Lev homepage
Built for	One system across the firmCRE firms that want one system across acquisitions, underwriting, asset management, brokerage and reporting. Source: Company Brain	Sponsors, brokers, lenders and operatorsLev's main customers: “CRE sponsors, financing brokers, investment-sales brokers, lenders, capital markets teams, enterprise real estate operators.” Source: Lev llms.txt
What you get	Custom workflows, plus team trainingPSV builds and manages the system; your team runs the workflows, and a domain owner approves what becomes firm knowledge. Source: Company BrainPSV-led team training, and the CRE AI Institute for individuals. Source: Services and pricing summary (llms.txt)	33 products on one platform33 products: 10 apps, 9 agents, 6 data products, 8 platform tools. Source: Lev productsA CRE CRM, pipeline, deal room, inbox, campaigns and commissions. Source: Lev productsLev Memo: “OMs, financing packages, and IC memos from confirmed facts,” “in your template.” Source: Lev products
Lender data	No lender data; screening for credit teamsFor credit teams: screens borrower packages against your credit box, drafts memos with a source page behind every figure, and watches covenants after close. Source: For lenders and credit teams	Lev's own lender databaseLev says it covers “over 7,000 lenders and 50,000+ contacts” (Lev's own figure, which has changed over time). Source: How to find CRE lendersLender unlocks use credits: 100 per AI match, 500 per lender profile, 100 per contact. Source: How to find CRE lenders
Where it runs	Your cloud, or oursPSV-managed cloud, a dedicated single-tenant environment, or your own cloud or VPC. Source: Company BrainInside the Claude, ChatGPT or Copilot your team already uses. Source: Services and pricing summary (llms.txt)	On AWS, on the web and iOSAWS us-east-1 (EKS, Aurora PostgreSQL). Source: Lev trust center, securityWeb and iOS app. Source: Download LevLev MCP connects Claude, ChatGPT, Cursor and other MCP tools. Source: Lev MCP
Build help and ownership	You own what is builtYou own what PSV builds for you. Source: Terms of Service	Forward-deployed engineers, on EnterpriseForward-deployed engineering on Enterprise: “From scoping session to production agent in under seven days.” Source: Lev platformHuman approval before outbound lender email, role-based actions, an audit log, and routing across Claude, OpenAI, Gemini and Lev models. Source: Lev Enterprise
Pricing	Training from $69/mo; builds scoped per firmCRE AI Institute from $69/mo per person, after a 7-day free trial. Source: Services and pricing summary (llms.txt)AI Consulting typically $10K to $25K. Source: Services and pricing summary (llms.txt)Company Brain build pricing is not published. Source: Company Brain	From $299/mo, as listed September 24, 2026Individual $299/mo (1 user, 10,000 credits). Team $499/mo (up to 3 users, 25,000 pooled credits). Enterprise: annual contract. Source: Lev pricingSSO, SCIM, security review and forward-deployed engineering are Enterprise-only. Source: Lev pricing
Security attestation	PSV is pursuing SOC 2 Type II and does not hold it. Source: Security and dataControls documentation, SIG Lite and signed security addenda on request. Source: Security and data	SOC 2 Type II report covering January 1 to December 31, 2025, in its trust center. Source: Lev trust center, resourcesQuarterly penetration tests. Source: Lev trust center, complianceSSO/SAML, RBAC, audit logs, AES-256 at rest, TLS 1.2+, US data residency. Source: Lev platform
AI data handling	“Nothing you provide trains a public or shared model.” Source: Company BrainZero-retention model providers for regulated workloads. Source: Security and data	“No training on your data, ever.” Source: Lev platform“Internal AI logs are currently retained indefinitely,” stored encrypted on AWS and not shared externally; Lev says it is evaluating retention policies. Source: Lev AI data handling
Published results	Client results, in their own templatesSaunders Real Estate: BOVs from 4-8h to 30m of senior time, in its own template. Source: How Saunders Real Estate got BOVs from 4-8 hours each to about 30 minutesWestlake Realty Group: per-deal review from 6-8h to 20m, in its own eight-tab model. Source: How Westlake Realty Group cut underwriting to 20 minutes, then took AI into asset managementNo published lender case study yet. Source: Case studies	Eight customer storiesEight published customer stories, including Time Equities and Talonvest Capital. Source: Lev customer stories

Where each fits

Pick the one that matches the job

Our pick

Choose PSV if

Your AI need spans the firm: acquisitions, underwriting, asset management, brokerage and reporting.
You want it inside the Claude, ChatGPT or Copilot your team already uses.
You need it deployed in your own cloud or VPC, or in a dedicated environment, and want to own what is built.
You are a lender credit team that wants borrower packages screened against your own credit box.
You want your team trained, from PSV-led sessions to the CRE AI Institute at $69/mo per person.

Sources: PSV Company Brain, PSV llms.txt, PSV terms, PSV lenders page.

Get your free AI assessment How PSV works with lenders

Choose Lev if

You place CRE debt and need lender discovery, matching and outreach.
You want to start this week at a published price.
Your vendor review needs a SOC 2 Type II report now.

Sources: Lev data products, Lev products, Lev blog, Lev pricing, Lev trust center.

Using both

The two can run side by side. Lev MCP connects Claude, ChatGPT and other MCP tools, which are among the assistants PSV builds inside. A firm could run a PSV-built system for most of its work and keep Lev for debt placement and lender data.

Sources: Lev MCP, PSV llms.txt, Lev data products.

In detail

Every fact on this page, with its source

Checked September 24, 2026. Open a group to read each claim in full. A figure a company reports about itself is attributed to it.

Pacific Software Ventures

What PSV builds

PSV builds the Company Brain, the institutional intelligence layer for a firm, and deploys Skills, workflows and agents on top of it inside the AI tools the team already uses. The Brain is “not a separate product you license.” PSV Company Brain
Employees keep working inside Claude, ChatGPT and Copilot; PSV builds the layer underneath. PSV llms.txt
On one Company Brain, PSV deploys Skills for acquisitions, underwriting, asset management, brokerage and reporting. PSV Company Brain
The Company Brain runs in PSV-managed cloud, a dedicated single-tenant environment, or the client's own cloud or VPC, bound to its SSO. PSV Company Brain
The Enterprise tier runs inside the client's own environment, and the client owns what PSV builds for it. PSV llms.txt
Clients own what PSV builds for them; PSV's pre-existing tooling is licensed to them, per its terms. PSV terms
PSV builds the system and keeps it current, connected and governed as the firm changes, and a domain owner at the firm approves, edits or rejects each candidate learning before it becomes firm knowledge. PSV Company Brain
PSV's AI Training pairs PSV-led enterprise training with the self-directed CRE AI Institute. PSV llms.txt

For lenders and credit teams

For lenders and credit teams, PSV builds a system that screens borrower packages against the lender's own credit box, drafts the credit memo with every figure carrying the page it came from, and monitors covenants, reporting deadlines and watchlist triggers after close. “Your loan origination system stays the system of record.” PSV lenders page
Lender deployments run in the lender's own Claude or Copilot workspace, or in its own cloud environment. PSV lenders page
PSV has not yet published a case study with a lending client. PSV case studies

Results, from PSV's case studies

Saunders Real Estate cut senior time per broker opinion of value from 4-8 hours to about 30 minutes, drafted in its own template off its own comparables. PSV case study
Westlake Realty Group cut per-deal underwriting from 6-8 hours of senior time to a 20-minute review, in its own model with every number traced to source. PSV built it against the firm's own eight-tab institutional model. PSV case study

Security, data and terms

PSV's security page: “We are pursuing SOC 2 Type II and do not claim certifications we do not hold.” PSV security
Controls documentation, a completed SIG Lite questionnaire and signed security addenda are available on request. PSV security
PSV's Company Brain page: “Nothing you provide trains a public or shared model.” PSV Company Brain
For regulated workloads PSV uses model providers under zero-retention agreements. PSV security
PSV publishes its Terms of Service at pacificsoftwareventures.com/terms. PSV terms

Pricing

AI Consulting, PSV's strategy and security review, typically costs $10K to $25K. PSV llms.txt
Company Brain build pricing is not published; each build is scoped with the firm. PSV Company Brain
CRE AI Institute: $69/mo Standard, $99/mo Premium, or $499/mo Advisory with a monthly one-to-one hour with a PSV founder, after a 7-day free trial. PSV llms.txt

Lev

What Lev sells

Lev's homepage is titled “Lev | The AI platform for commercial real estate” and says “Lev builds apps, agents and data on a unified platform to help commercial real estate companies grow.” lev.com
Lev's pricing page calls it “the AI-native CRE operating system.” Lev pricing
Lev lists 33 products: 10 apps, 9 agents, 6 data products and 8 platform tools. Lev products
The apps are Lev CRM, Pipeline, Vault (a deal room), Lev Agent, Checklist, Memo, Inbox, Campaigns, Commissions and Match. Lev products
Lev Memo produces “OMs, financing packages, and IC memos from confirmed facts,” “in your template.” Lev products
The agents cover lender outreach, term sheet extraction, document extraction, checklist creation, underwriting, origination, a market expert, sales comps and memos. Lev products
The data products are Lender Search, Lender Profiles, Lender Contact Routing, Lead Sourcing, Lender Pulse and Recent Market Terms. Lev data products
The platform tools are Lev Index, Lev Cortex, Lev MCP, Lev API (REST), Lev CLI (“Coming soon”), Integrations, Lev in Claude and Lev in ChatGPT. Lev platform
Lev MCP connects Claude, ChatGPT, Cursor and other MCP tools: “Your AI only sees what you can already see.” Lev MCP
Lev runs on the web and as an iOS app. Lev download
Lev names its main customers as “CRE sponsors, financing brokers, investment-sales brokers, lenders, capital markets teams, enterprise real estate operators.” Lev llms.txt
Lev's llms.txt: “Lev is software for CRE workflows, not a bank or lender of record.” Lev llms.txt

Lender data

Lev says its database covers “over 7,000 lenders and 50,000+ contacts, built from 3+ years of actual deal data.” That is Lev's own figure, and it has changed over time; ask Lev for the current count. Lev blog
Lender unlocks cost credits: 100 for an AI match per deal, 500 to reveal a lender's name and profile, and 100 for contact info. Lev blog

Build help and controls

Lev offers forward-deployed engineering: “From scoping session to production agent in under seven days, without requiring dev resources on your end.” Lev platform
Lev's Enterprise page describes human approval before outbound lender email, role-based actions, an audit log, routing across Claude, OpenAI, Gemini and Lev AI models, and connections to DealCloud, shared drives and market feeds. Lev Enterprise
Lev says its AI gives “answers tied back to the source material.” Lev CRE AI page

Pricing, as listed on September 24, 2026

Individual is $299 a month for 1 user with 10,000 credits. Team is $499 a month for up to 3 users with 25,000 pooled credits. Enterprise is an annual contract. Lev pricing
Monthly billing is half price for the first month ($149 Individual, $249 Team), and annual billing saves 20%. Lev pricing
Credits are used only for AI work; pipeline, contacts and storage are free. Overage costs $0.030 per credit on Individual and $0.020 on Team. Lev pricing
Individual and Team require a card at signup; “Enterprise pilots and larger teams are arranged with sales.” Lev pricing
SSO, SCIM, security review and forward-deployed engineering are Enterprise-only. Lev pricing

Security, data and terms

Lev's trust center lists a SOC 2 Type II report covering January 1 to December 31, 2025. Lev trust center
Lev runs quarterly penetration tests. Lev compliance
Lev runs on AWS in us-east-1, on EKS and Aurora PostgreSQL. Lev security
Lev's platform page lists SSO/SAML, RBAC, audit logs, AES-256 encryption at rest, TLS 1.2+ and US data residency. Lev platform
Lev's platform page: “No training on your data, ever.” Lev platform
Lev's AI data handling page, updated August 13, 2026, names OpenAI, Anthropic and Google Gemini as its LLM providers. Lev AI data handling
The same page says “Internal AI logs are currently retained indefinitely,” that Lev is evaluating retention policies, and that the logs are stored encrypted on AWS and not shared externally. Lev AI data handling
Lev publishes its Terms at lev.com/docs/learn/terms. Lev Terms

Customers, as Lev reports them

Lev publishes eight customer stories: Time Equities, Talonvest Capital, Essex Capital Markets, JBA Equities, Legacy25 Capital, Greenleaf Management, MH Estates Capital Partners and Devnull. Lev customer stories
Time Equities raises debt in-house across 400+ properties, per Lev's customer story. Lev customer story

Company, funding and history

Lev, Inc. is based in New York and was founded in 2019. Yaakov Zar is its Founder and CEO. Lev about page
Lev says it has raised “Over $110 million in funding.” Lev about page
In July 2021 Lev raised $30M at a $130M valuation, led by Greenspring, four months after a $10M seed round led by NFX. TechCrunch
In 2021 Lev's model was a fee of 1% of the loan amount per transaction. TechCrunch
In May 2022 Lev raised a $70M Series B led by Parker89 and Cross River Digital Ventures, plus $100M of debt financing from Cross River, for total equity of $114.8M. Its investors include NFX, Canaan Partners, JLL Spark, Animo Ventures, Capital One, Citi Ventures and StepStone Group. AlleyWatch
Lev Lending launched in 2022. AlleyWatch
In 2024 Lev opened its software to debt brokers. Commercial Observer
Commercial Observer, June 24, 2026: “What began as a tech-enabled brokerage has evolved into a purpose-built agentic workflow platform.” Commercial Observer

Data and terms

Questions to ask any vendor, including us

What governs is the contract, so read the terms with your counsel. We link them rather than summarise them.

Where does our data live, and in whose cloud, tenant or region?
May you use, share or sell aggregated or de-identified data derived from ours, and for what purposes?
What happens to our data, and to anything built from it, after termination, and how long do you retain it?
Which model providers process our data, and under what terms?
Which document governs: the standard terms, an order form, or a signed agreement? Ask for the version you would sign.

Read the terms

Frequently asked

PSV vs Lev, answered

Should a CRE firm choose PSV or Lev?: Choose PSV when the work spans the firm, from acquisitions and underwriting to asset management and reporting, on your own templates and, if you need it, in your own cloud. Choose Lev (lev.com) when you place CRE debt and want lender search, matching and outreach this week at a published price.Sources: PSV Company Brain, Lev data products, Lev products, Lev pricing.
How is PSV different from Lev?: PSV builds a Company Brain and custom workflows inside the AI tools your firm already uses. Lev (lev.com), a New York company founded in 2019, lists 33 products across apps, agents, data products and platform tools on what it calls “The AI platform for commercial real estate.” It is a different company from getlev.co.Sources: PSV Company Brain, Lev about page, lev.com, Lev products.
How much do PSV and Lev cost?: PSV's AI Consulting typically costs $10K to $25K, Company Brain build pricing is not published, and the CRE AI Institute is $69 a month per person. As of September 24, 2026, Lev lists Individual at $299 a month, Team at $499 a month and Enterprise on an annual contract. Confirm current pricing with Lev.Sources: PSV llms.txt, PSV Company Brain, Lev pricing.
Do PSV and Lev hold SOC 2 Type II?: PSV is pursuing SOC 2 Type II and does not hold it; it shares controls documentation, a completed SIG Lite questionnaire and signed security addenda on request. Lev's trust center lists a SOC 2 Type II report covering January 1 to December 31, 2025.Sources: PSV security, Lev trust center.
Does PSV work with lenders?: Yes. PSV builds a system that screens borrower packages against the lender's own credit box, drafts the credit memo with a source page behind every figure, and watches covenants after close, while the loan origination system stays the system of record. PSV has not yet published a case study with a lending client.Sources: PSV lenders page, PSV case studies.