One platform, read three ways.
Organic growth means something different to a sponsor, an operator, and an advisor. Levanta speaks to all three from the same enriched data.
For PE sponsors and holding companies
The spread between a low and a high organic growth rate is the spread between valuation multiples, and on a large platform that spread is worth hundreds of millions. You only get credit for growth you can prove. Levanta gives you organic growth that is separated cleanly from market and acquisition, traceable to the transaction, and defined the same way every quarter across every firm. It is the number you can stand behind in a raise.
Talk to us about your portfolio →For operating leadership and local management
You have acquired firms on different systems, and stitching them together by hand is its own tax. Levanta gives you one view across all of them, with the same definitions, while each firm can keep its own system and independence. You can see which offices and advisors are growing, where assets are leaking, and why, then hold the organization to it, advisor by advisor.
See the leadership view →For advisors
Most advisors have never had a clear picture of their own organic growth, or a plan to improve it. Levanta shows you where your growth came from, who in your book is most likely to refer you, and which conversations are worth having this year. It is built to help you grow faster, whatever pace you are at today, and to make the value of your book legible when it is time to plan your own transition.
See the advisor view →