LEVR — Investor Overview

Proven in market

“This is the type of research and analysis I’d expect from McKinsey.”

— what clients tell us, consistently.

01

A study of 100 companies in your market.

02

The strategy pressure-tested live — every feature and function defined.

03

Validated against the market and the customer.

Delivered live in a single day.

Dive into our latest study ↗

02 — The Fix

LEVR brings your whole company up to a professional standard.

It takes the amateur use of AI and makes it professional — for everyone, everywhere in the organization. Now the executive team can trust the entire company to implement AI at scale: with competence, consistency, and confidence.

Everyone creates everything the business needs — the right way, every time.

03 — What It Is

Most knowledge bases only know what you feed them. Ours is alive.

01

LEVR understands and pressure-tests your go-to-market strategy.

02

It knows the critical assets you need — and builds them.

03

It knows every competitor and what they're doing — learning from 100 businesses it studies in the market every week.

Your strategy stays at the front of the market instead of frozen in a document.

07 — The Moat

The methodology is the wedge. The infrastructure is the moat.

We ran our own method on ourselves, against 108 competitors — and the finding rewrote the company.

01 — NOT THE MOAT

The methodology

Framework, stress test, one-day intensive — all came back category-saturated. The floor, not the ceiling.

02 — THE MOAT

Deployed infrastructure

Agentic teams, the living dashboard, the self-enriching knowledge base (3–5% of the field). Exactly what LEVR + LEVR AI own.

03 — COMPOUNDS IT

Founder lineage

20 years across five fields, a category-rare origin, a named method.

See our own dashboard ↗

Ideal customer

One brand, managed across many units.

Our ideal customer is a brand that has to manage itself across multiple geographies or business units — with many people creating assets on the brand's behalf. They need a knowledge-base architecture that spins up sub-knowledge bases, each relevant to a specific market or function while staying true to the master brand.

ETS PERFORMANCE

One master brand · 80 geographies

A single brand managed consistently across 80 local markets — each needing its own context.

SGA DENTAL

One holding group · 260 practices

A parent group over 260 dental practices — each its own independent brand, all kept aligned.

10 — The Model

A 48-hour setup that opens a compounding recurring relationship.

SETUP · ONE-TIME · 48 HOURS

$35,000

Internal Strategy dashboard + the GTM dashboard — a repository of 50+ assets across every channel.

Activation tier	Main brand	Per location	Harness / seat
Living Knowledge Base	$1,500/mo	$1.5K setup + $500/mo	+$300
Loops	$5,000/mo	$800/mo	+$300

The Harness (~$300/seat/month) turns anyone into a pro-level AI operator — usage-monitored, like Claude Pro. You need the dashboard active to add it.

11 — Scale

Building a network of facilitators.

Executives want a person in the room. The facilitator finds the client, sells the client, runs the workshop — then hands off to LEVR for deployment.

WHO

Accomplished operators — many have sold a business
Ex-CEOs and growth officers
Soft-skilled and strategic
Part-time
High-value income

WHY NOW

Capable people — and agencies-as-resellers — losing clients to AI
Participate with no technical investment
Keep the year-long client relationship

TRAINING

How many facilitators we have — that's the metric
A 5-day training program
Up to 10 at a time

14 — Traction

A cohort of clients, made ridiculously happy to shape the product.

Client

Phase 1 · Pressure Test

Phase 2 · Knowledge Base

Phase 3 · Agentic

SGA Dental

scaling

ETS Performance

AEIR

Rally Ventures

Slingshot

Hyatt Group

Sport Ledger

Plant Up

new

8 OF 12 CLIENTS

6 OF 10 FACILITATORS · 3 IN TRAINING

Not chasing logos — a tight cohort, made ridiculously happy, to shape the product.

16 — Team

Operators who have built and scaled this before.

Chad Hancock

Founder & CEO

~20 years uncovering hidden advantage across 100+ businesses — consumer, B2B software, hard goods, manufacturing. Built The Outsider Advantage™; author of the forthcoming book.

Chase Bowers temp bio

CTO · Co-Product

Built and scaled Dropified, a $20M SaaS company. Specialist in brand consistency across distributed, multi-location organizations — exactly what LEVR solves at scale.

Jeff Hinck

Co-Founder · MD, Rally Ventures

30-yr entrepreneur/investor; co-founded Rally Ventures. 10+ companies, $1B+ in returns (SoFi, Figure, BroadSoft, Compellent, SportsEngine). JD, Harvard Law.

Justin Kaufenberg

Co-Founder · MD, Rally Ventures

Co-founder & former CEO of SportsEngine (acq. Comcast/NBCUniversal) — the canonical multi-location SaaS at scale. Billions in enterprise value.

17 — The Ask

~$3.0–3.5M to accelerate a working model.

~$2.5M

Lead — Rally Ventures

$0.5–1M

Additional investors

USE OF FUNDS

The ramp

Supporting incoming customers and facilitators — the engine of growth.

WHY NOW

Profitable today

High-margin and revenue-generating. Capital accelerates; it doesn't fund a bet.

Terms & stage forming.

You don't have to be the biggest company in the market to shift it. You only have to be the change the market has been waiting for.”

Lever — the book

Appendix — The Vision

Equip incredible businesses with incredible tools.

The frontier labs are building extraordinary tools. What's missing is the piece that lets a whole organization use them consistently — a living knowledge base, perfectly aligned to the executive vision. That knowledge base is the strategic intelligence layer every AI-forward business is missing.

Appendix — What You Get

GTM knowledge that thinks, answers, and evolves.

DASHBOARD 01 — STRATEGY

The decision system

12 sections: identity, ranked strengths, competitive landscape, customer insight, the one claim only you can make, brand narratives, the GTM plan — plus guardrails and a decision filter.

DASHBOARD 02 — GTM HUB

The execution system

22+ sections — research, strategy, production assets, activation. Channel/SEO/AI-search analysis, funnel & pricing strategy, launch plan.

READY-TO-USE ASSETS

Built, not briefed

Landing pages, ad copy, email sequences, social library, sales one-pagers & battle cards, lead magnets, video scripts.

ALWAYS ON

AI chat & voice + weekly enrichment

Ask your strategy anything, 24/7. The knowledge base re-enriches itself every week.

See the workshop agenda ↗

Appendix — Roadmap

Where LEVR AI and the platform are headed.

A living roadmap — updated continuously. For the deeper technical questions, jump straight in.

Open the live roadmap ↗