LEVR

The strategic intelligence layer for the agentic era.

Enabling businesses to work faster. LEVR uncovers the hidden forces that create disproportionate results — we call them leverage.

01 — The Shift

Companies are trading human reporting tiers for agentic layers — and the agents have no guardrails.

For decades, organizations ran on tiers of people who reported, escalated, and developed the intuition to know when to raise a problem. That structure is being replaced by agentic layers. But agents need what those tiers quietly supplied: intuition and guardrails. Today's AI isn't trustworthy enough to run unchecked.

"When something is normalized, it becomes invisible. The most powerful tensions are the ones people have stopped questioning."Lever — the book

02 — The Tension

The people most capable of using AI are not the people you'd trust with the strategy.

So either the strategy never reaches the machine — or the machine runs without it. And it compounds: strategy is a snapshot in time. It freezes while the market moves. What gets written down is the rear-view mirror.

03 — The Insight

The real roadmap lives in the leaders' heads. It's never on paper.

The most critical information about a company's future sits in the minds of its founder, CEO, executives, and board. That unwritten knowledge is exactly what the agentic layer needs as its guardrails — and it's nearly impossible to extract alone. Getting it into one trustworthy, living place, fast, is the value.

"Novelty is new to you. Uniqueness is new to the market. That distinction changes everything."Lever — the book

04 — What We Do

We build the strategic intelligence layer — a living knowledge base, in 24 hours.

LEVR is not an AI company. It's a strategic advisory + transformation company that finds a business's leverage and deploys it — with our own platform, LEVR AI, behind the work.

01 — METHOD

The Outsider Advantage™

Our 20-year-proven framework for uncovering the unique truths insiders can no longer see. Our EOS / StoryBrand.

02 — PLATFORM

LEVR AI

Workshop prep, market analysis, positioning, competitive research, and the knowledge base itself.

03 — LIVING

Enriches itself weekly

Strategy becomes a continuous-improvement platform with guardrails that deploy at scale.

05 — The Method

One day in the room. A living system the day after.

STAGE 01

Pressure Test

Every feature the business believes in, measured against 100+ competitors and aligned to real customer needs. Output: a data-proven reason to focus.

STAGE 02

Executional Knowledge Base

The omni-channel execution snapshot — the "Flywheel." A live dashboard, not a PDF.

STAGE 03

Deployment

Our agentic stack executes across channels — or the client's team connects directly with their own AI tools. Guardrails that end the free-for-all.

8 phases · two interactive dashboards (Strategy + GTM Hub) · built-in AI chat & voice · a signed methodology book on the day. Workshop in one day; knowledge base delivered the next.

06 — 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

The only real whitespace (3–5% of the field): agentic GTM teams, the living dashboard, and the self-enriching knowledge base. Exactly what LEVR + LEVR AI own.

03 — COMPOUNDS IT

Founder lineage

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

See our own dashboard ↗

07 — The Buyer

We don't size the market. We show who actually buys.

The intelligence-enablement layer is, eventually, everyone using AI — quantifying it is theater. Instead, four research-validated buyer types:

01

Burned Consultancy Graduate

Done with decks and hand-offs. Wants a peer in the chair.

02

Sub-Scale Challenger Founder

Needs a marketing team they can't yet hire.

03

Agency-as-Reseller

Wants to deepen client relationships with our engine. (Also a facilitator archetype.)

04

Post-Pivot Operator

Needs every old surface rewritten around a new truth.

08 — The Model

A high-value wedge that opens a compounding recurring relationship.

PHASE 1 — THE WEDGE (ONE-TIME)

The Workshop

$35,000 — strategy + full GTM system. Or $25,000 workshop-only; GTM build standalone $25k.

PHASE 3 — THE MOAT (RECURRING)

Living KB + Agentic Teams

$1,500/mo living knowledge base. + $5,000/mo base when agentic teams are on, + ~$200–$500 per location/instance (scaling with teams activated).

"Capital does not create momentum. Momentum attracts capital."Lever — the book

09 — Scale

We scale facilitators, not the founder. The moat stays in-house.

EOS-implementer model — franchise the facilitation (commoditized), keep the infrastructure (defensible) central.

01 — WHO

Facilitators

Elite post-transaction operators who arrive with their own client base. Target ~30 clients/yr each (Chad ran ~80); model uses a conservative 12.5.

02 — TERMS

Certification & rev-share

No upfront fee. Trending share: WS1 shadow → 60/40 → 70/30 → solo 80/20.

03 — MOAT STAYS

Recurring is LEVR's

Facilitators earn 10% of monthly. Implementers (LEVR staff) stand up the owned infrastructure.

Facilitator training platform ↗

10 — Traction

A tight cohort of meaningful clients, made ridiculously happy.

Client

Phase 1 · Pressure Test

Phase 2 · Knowledge Base

Phase 3 · Agentic

SGA Dental

scaling

ETS Performance

live

Rally Ventures

live this week

Slingshot

waiting to go live

Hyatt Group

live this week

AEIR

6

Active clients

4

In pipeline

6

Facilitators (3 training)

$1M+

SGA annualized at scale

Not chasing 50 logos — 10–12 great clients shaping the product. Mature clients reach ~$500k–$1.6M/yr.

11 — The Opportunity

The recurring moat — not the wedge — drives the curve.

CURRENT COHORT — FULLY DEPLOYED

Client	Loc.	Recurring / yr
SGA Dental	260	$1.62M
ETS Performance	80	$540K
Mature range	—	$500K–$1.6M

SCALED POTENTIAL — FACILITATOR NETWORK illustrative

Facilitators	Gross network	LEVR net
15	~$44M	~$35M
100	~$295M	~$235M
500	~$1.48B	~$1.18B

Assumptions (illustrative): 12.5 clients/facilitator/yr · 2-yr compounding (25 active by Yr2) · ⅓/⅓/⅓ mix of multi-location / multi-instance / independent · blended ~$101K recurring + $35K workshop per client · LEVR net = 20% of workshop + ~90% of recurring. Recurring ≈ 6× workshop. LEVR is profitable and high-margin today — not pre-revenue.

12 — 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 on unique truth and beauty.

B&W PHOTO PENDING

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.

RALLY VENTURES

Jeff Hinck

Co-Founder · MD, Rally Ventures

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

RALLY VENTURES

Justin Kaufenberg

Co-Founder · MD, Rally Ventures

Co-founder & former CEO of SportsEngine (acq. Comcast/NBCUniversal) — the canonical multi-location SaaS at scale. Co-founded Revelstoke, Yardstik, JustiFi; billions in enterprise value.

Co-founders are the Managing Directors of LEVR's lead investor, Rally — and Justin built the exact shape of LEVR's multi-location model. LEVR is not an agency; the team is built to enhance the technology and scale facilitators.

13 — 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.

"Capital accelerates what already works. It does not create gravity. Gravity is created when something resonates at a human level."Lever — the book

Terms & stage forming.

14 — Roadmap

Where LEVR AI and the platform are headed.

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

Open the live roadmap ↗

15 — What You Get

Two dashboards that think, answer, and evolve.

DASHBOARD 01 — STRATEGY

The decision system

12 sections: company identity, ranked strengths, competitive landscape, customer insight, the one claim only you can make, brand narratives, and the go-to-market plan — plus strategy guardrails and a decision filter that keep the team on-message. Every recommendation backed by evidence.

DASHBOARD 02 — GTM HUB

The execution system

22+ sections spanning research, strategy, production assets, and activation — customer & competitor research, channel/SEO/AI-search analysis, funnel & pricing strategy, and the launch campaign plan.

READY-TO-USE ASSETS

Built, not briefed

Landing pages, ad copy & creative briefs, email sequences, a social content library, sales one-pagers & battle cards, lead magnets, and video scripts — produced inside the engagement.

ALWAYS ON

AI chat & voice + weekly enrichment

Ask your strategy anything, 24/7 — answered from every deliverable and decision. The knowledge base re-enriches itself every week.

See the workshop agenda ↗

"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

LEVR