Is Lev a PSV competitor?

Partly. Both sell AI to commercial real estate firms, and both produce memos from source documents. Lev (lev.com) is a packaged platform built around debt capital markets: lender data, matching and outreach, with a CRE CRM, a deal room and memo tools. Pacific Software Ventures builds a system around a firm's own knowledge inside the AI tools it already uses, and trains the team to run it. A debt desk may be better served by Lev; a firm that needs AI across acquisitions, asset management and reporting on its own templates may be better served by PSV.

Lev, Inc. is a New York company founded in 2019, led by Founder and CEO Yaakov Zar. Its homepage calls it the AI platform for commercial real estate, and it lists 33 products across apps, agents, data products and platform tools, including lender data, a CRE CRM, a deal room and memo generation. Its llms.txt says: “Lev is software for CRE workflows, not a bank or lender of record.” Lev at lev.com is a different company from getlev.co.

How much does Lev cost?

As of September 24, 2026, Lev's pricing page lists Individual at $299 a month (1 user, 10,000 credits) and Team at $499 a month (up to 3 users, 25,000 pooled credits), with Enterprise on an annual contract. Credits are used only for AI work, and lender unlocks use credits. SSO, SCIM, security review and forward-deployed engineering are Enterprise-only. Confirm current pricing with Lev.

AI Consulting, PSV's strategy and security review, typically costs $10K to $25K. Company Brain build pricing is not published; each build is scoped with the firm. Individuals can join the CRE AI Institute at $69 a month Standard or $99 a month Premium, after a 7-day free trial.

Which one has SOC 2 Type II today?

Lev. Its trust center lists a SOC 2 Type II report covering January 1 to December 31, 2025. Pacific Software Ventures 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.

Does PSV work with lenders?

Yes. 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 and watchlist triggers after close, while the loan origination system stays the system of record. It runs in the lender's own Claude or Copilot workspace or its own cloud. PSV has not yet published a case study with a lending client.

Comparison · Verified September 24, 2026

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

Lev (lev.com) sells a packaged AI platform for commercial real estate, built around debt capital markets. Pacific Software Ventures builds a system inside the AI tools your firm already uses, on your own templates and data, and trains your team to run it. Here is where each is the better fit, with every fact dated and sourced.

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Short answer

Lev (lev.com) is a packaged AI platform for commercial real estate, built around debt capital markets: lender search, matching and outreach, alongside a CRE CRM, a deal room and memo tools, on the web and iOS. It publishes its prices, from $299 a month, and lists a SOC 2 Type II report in its trust center. Pacific Software Ventures (PSV) builds a firm-specific system, a Company Brain with Skills, workflows and agents, inside the Claude, ChatGPT or Copilot your team already uses, can run it in your own cloud, and trains your team to run it. PSV is pursuing SOC 2 Type II and does not hold it. If you place CRE debt and want a product this week, Lev is the closer fit; if the work spans the firm and must run on your own templates and infrastructure, PSV is. The two can run side by side.

Side by side

How do Lev and PSV compare?

Ten rows, each fact linked to its source. What Lev says about itself is marked as Lev's; press coverage carries its publisher and date.

Lev and Pacific Software Ventures compared on what each is, who it is built for, what you get, lender data, where it runs, build help, controls and ownership, pricing, security attestation, AI data handling, and published results. Facts verified September 24, 2026.
Compared on	Lev	Pacific Software Ventures
What it is	“The AI platform for commercial real estate”: apps, agents and data on one platform. (lev.com)Its pricing page calls it “the AI-native CRE operating system.” (Lev pricing)	A build-and-train firm. PSV builds a Company Brain and custom workflows inside the AI tools your team already uses; the Brain is “not a separate product you license.” (PSV Company Brain)
Built for	Lev's main customers:“CRE sponsors, financing brokers, investment-sales brokers, lenders, capital markets teams, enterprise real estate operators.” (Lev llms.txt)	CRE firms that want one system across acquisitions, underwriting, asset management, brokerage and reporting. (PSV Company Brain)
What you get	33 products: 10 apps, 9 agents, 6 data products, 8 platform tools. (Lev products)A CRE CRM, pipeline, deal room, inbox, campaigns and commissions. (Lev products)Lev Memo: “OMs, financing packages, and IC memos from confirmed facts,” “in your template.” (Lev products)	PSV builds and manages the system; your team runs the workflows, and a domain owner approves what becomes firm knowledge. (PSV Company Brain)PSV-led team training, and the CRE AI Institute for individuals. (PSV llms.txt)
Lender data	Lev says it covers “over 7,000 lenders and 50,000+ contacts” (Lev's own figure, which has changed over time). (Lev blog)Lender unlocks use credits: 100 per AI match, 500 per lender profile, 100 per contact. (Lev blog)	PSV does not sell lender or market data. For lenders' own credit teams:Screens borrower packages against your credit box, drafts memos with a source page behind every figure, and watches covenants after close. “Your loan origination system stays the system of record.” (PSV lenders page)
Where it runs	AWS us-east-1 (EKS, Aurora PostgreSQL). (Lev security)Web and iOS app. (Lev download)Lev MCP connects Claude, ChatGPT, Cursor and other MCP tools. (Lev MCP)	PSV-managed cloud, a dedicated single-tenant environment, or your own cloud or VPC. (PSV Company Brain)Inside the Claude, ChatGPT or Copilot your team already uses. (PSV llms.txt)
Build help, controls and ownership	Forward-deployed engineering on Enterprise: “From scoping session to production agent in under seven days.” (Lev platform)Human approval before outbound lender email, role-based actions, an audit log, and routing across Claude, OpenAI, Gemini and Lev models. (Lev Enterprise)	On the Enterprise tier it runs inside your environment and you own everything built. (PSV llms.txt)
Pricing	Published, as of September 24, 2026:Individual $299/mo (1 user, 10,000 credits). Team $499/mo (up to 3 users, 25,000 pooled credits). Enterprise: annual contract. (Lev pricing)First month half price on monthly billing ($149, $249); annual saves 20%. (Lev pricing)Credits are used only for AI work. Overage: $0.030 per credit (Individual), $0.020 (Team). (Lev pricing)SSO, SCIM, security review and forward-deployed engineering are Enterprise-only. (Lev pricing)	AI Consulting typically $10K to $25K. (PSV llms.txt)Company Brain build pricing is not published. (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)
Security attestation	SOC 2 Type II report covering January 1 to December 31, 2025, in its trust center. (Lev trust center)Quarterly penetration tests. (Lev compliance)SSO/SAML, RBAC, audit logs, AES-256 at rest, TLS 1.2+, US data residency. (Lev platform)	PSV is pursuing SOC 2 Type II and does not hold it. (PSV security)Controls documentation, SIG Lite and signed security addenda on request. (PSV security)
AI data handling	“No training on your data, ever.” (Lev platform)LLM providers: OpenAI, Anthropic and Google Gemini. (Lev AI data handling)“Internal AI logs are currently retained indefinitely,” stored encrypted on AWS and not shared externally; Lev says it is evaluating retention policies. (Lev AI data handling)	“Nothing you provide trains a public or shared model.” (PSV Company Brain)Zero-retention model providers for regulated workloads. (PSV security)
Published results	Eight published customer stories, including Time Equities and Talonvest Capital. (Lev customer stories)Time Equities raises debt in-house across 400+ properties, per Lev's customer story. (Lev customer story)	Saunders Real Estate: BOVs from 4-8h to 30m of senior time, in its own template. (PSV case study)Westlake Realty Group: per-deal review from 6-8h to 20m, in its own eight-tab model. (PSV case study)No published lender case study yet. (PSV case studies)

Where each fits

Pick the one that matches the job

Choose Lev if

You place CRE debt, as a debt broker, a capital-markets advisory or an in-house financing desk, and need lender discovery, matching, outreach and quote tracking.
You are a new or small capital-markets shop that needs national lender reach on day one.
You want to start this week at a published price.
Your vendor review needs a SOC 2 Type II report now.
You want one packaged, vendor-maintained CRE product: CRM, pipeline, deal room, OMs and memos, and an iOS app.
You value network-wide lender-appetite signals that no single-firm build can produce.

Choose Pacific Software Ventures if

Your AI need spans the firm, across acquisitions, underwriting, asset management, LP reporting, development and brokerage, inside the Claude, ChatGPT or Copilot you already use.
You are a lender credit team that wants borrower packages screened against your own credit box, with your loan origination system kept as the system of record.
You need it deployed in your own cloud or VPC, or in a dedicated environment.
You want to own what is built. On PSV's Enterprise tier, the client owns everything built.
You want your team trained, from PSV-led sessions to the CRE AI Institute at $69/mo per person.
You want a strategy and security assessment first ($10K to $25K).

Using both

Lev MCP connects Claude, ChatGPT, Cursor and other MCP tools: “Your AI only sees what you can already see.” (Lev MCP) PSV builds inside the Claude, ChatGPT or Copilot a firm already uses. A firm could keep Lev for debt placement and lender data and run a PSV-built system for the rest of its work. Ask both vendors how access and data would be governed across the two.

If you lend

For lenders and credit teams

Lev lists lenders among its main customers. PSV builds for the credit side of the table. Here is what each offers a lender, and what each has published.

Lev

“CRE sponsors, financing brokers, investment-sales brokers, lenders, capital markets teams, enterprise real estate operators.” (Lev llms.txt)
The agents cover lender outreach, term sheet extraction, document extraction, checklist creation, underwriting, origination, a market expert, sales comps and memos. (Lev products)
Lender Search, Lender Profiles, Lender Contact Routing, Lender Pulse and Recent Market Terms. (Lev data products)

Pacific Software Ventures

Screens borrower packages against your credit box, drafts memos with a source page behind every figure, and watches covenants 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)

How PSV works with lenders

Whichever you evaluate, ask for a reference from a lending client whose credit process looks like yours.

Data and terms

Questions to ask any vendor, including us

Both vendors publish data and security statements, cited in the table above. 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.

In detail

Every fact on this page, with its source

Checked September 24, 2026. Figures a company reports about itself are attributed to that company.

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)

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 everything built. (PSV llms.txt)
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)

Frequently asked

Lev vs PSV, answered

Is Lev a PSV competitor?: Partly. Both sell AI to commercial real estate firms, and both produce memos from source documents. Lev (lev.com) is a packaged platform built around debt capital markets: lender data, matching and outreach, with a CRE CRM, a deal room and memo tools. Pacific Software Ventures builds a system around a firm's own knowledge inside the AI tools it already uses, and trains the team to run it. A debt desk may be better served by Lev; a firm that needs AI across acquisitions, asset management and reporting on its own templates may be better served by PSV.
What is Lev?: Lev, Inc. is a New York company founded in 2019, led by Founder and CEO Yaakov Zar. Its homepage calls it the AI platform for commercial real estate, and it lists 33 products across apps, agents, data products and platform tools, including lender data, a CRE CRM, a deal room and memo generation. Its llms.txt says: “Lev is software for CRE workflows, not a bank or lender of record.” Lev at lev.com is a different company from getlev.co.
How much does Lev cost?: As of September 24, 2026, Lev's pricing page lists Individual at $299 a month (1 user, 10,000 credits) and Team at $499 a month (up to 3 users, 25,000 pooled credits), with Enterprise on an annual contract. Credits are used only for AI work, and lender unlocks use credits. SSO, SCIM, security review and forward-deployed engineering are Enterprise-only. Confirm current pricing with Lev.
How is PSV priced?: AI Consulting, PSV's strategy and security review, typically costs $10K to $25K. Company Brain build pricing is not published; each build is scoped with the firm. Individuals can join the CRE AI Institute at $69 a month Standard or $99 a month Premium, after a 7-day free trial.
Which one has SOC 2 Type II today?: Lev. Its trust center lists a SOC 2 Type II report covering January 1 to December 31, 2025. Pacific Software Ventures 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.
Does PSV work with lenders?: Yes. 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 and watchlist triggers after close, while the loan origination system stays the system of record. It runs in the lender's own Claude or Copilot workspace or its own cloud. PSV has not yet published a case study with a lending client.
Can Lev and PSV be used together?: Yes, in principle. Lev MCP connects Claude, ChatGPT and other MCP tools, which are among the assistants PSV builds inside. A firm could keep Lev for debt placement and lender data and run a PSV-built system for the rest of its work. Ask both vendors how access and data would be governed across the two.

Sources

About Lev. Lev.
Commercial real estate lending startup Lev brings in $30M on a $130M valuation. TechCrunch, July 20, 2021.
Coverage of Lev's Series B and debt financing. AlleyWatch, May 2022.
Coverage of Lev's platform expansion to debt brokers. Commercial Observer, September 2024.
Podcast: how CRE is implementing agentic workflows, with Lev CEO Yaakov Zar. Commercial Observer, June 24, 2026.
Lev homepage. Lev.
Lev pricing. Lev.
Lev products. Lev.
Lev Lender Pulse. Lev.
Lev platform. Lev.
Lev Enterprise. Lev.
Lev, commercial real estate AI. Lev.
Download Lev. Lev.
Lev llms.txt. Lev.
Lev Terms. Lev.
How to find CRE lenders. Lev blog, March 25, 2026.
Lev trust center, resources. Lev.
Lev trust center, compliance. Lev.
Lev trust center, security. Lev.
Lev AI data handling. Lev, updated August 13, 2026.
Lev customer stories. Lev.
Time Equities customer story. Lev.
Lev MCP. Lev.
Company Brain. Pacific Software Ventures.
Services and pricing summary (llms.txt). Pacific Software Ventures.
For lenders and credit teams. Pacific Software Ventures.
Case studies. Pacific Software Ventures.
How Saunders Real Estate got BOVs from 4-8 hours each to about 30 minutes. Pacific Software Ventures case study.
How Westlake Realty Group cut per-deal underwriting from 6-8 hours to 20 minutes. Pacific Software Ventures case study.
Security and data. Pacific Software Ventures.
Terms of Service. Pacific Software Ventures.

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