Automation and Insights forFinancial Services
Accelerating financial workflows with AI-driven automation and intelligence
Use Cases
Tailored Automation and Insights
We build customizable solutions to fit into your firm's unique workflows
Data Room Synthesis
Data Room Chat
Deal Screening
Red Flags Analysis
Company Memos
Industry Research
Competitive Analysis
Customer Contract Analysis
Retention and Cohort Analysis
Key Metrics Analysis
Customer Analytics and Insights
Diligence Questions
CIM Creation
Presentation Creation
Expert Call Automation and Insights
Portfolio Valuation and Monitoring
Credit Risk and Modeling
And more…
Who We Serve
Supporting Investors, Lenders, and Advisors
Private Equity and Family Offices
Quickly evaluate acquisition targets and assess market and financial risks before investing
Holding Companies
Automate subsidiary acquisition analysis and identify synergies across existing portfolio
Independent Sponsors
Support with due diligence process and investor outreach
Corporate Development Teams
Identify and analyze strategic acquisition opportunities with AI-driven insights
Credit and Lenders
Streamline top-of-funnel opportunity review against checklist criteria, and quickly develop summary memos
Investment Banks & M&A Advisors
Streamline deal execution and automate CIM and sell-side materials creation
Consulting Firms
Streamline analysis with AI-driven company and market research tools. Minimize manual work with AI-generated outputs and summaries.
Differentiators
Custom data-driven insights at unparalleled speed
Deep Analysis and Insights
Deep Analysis and Insights
Our deep research agent systems browse public and private data to provide the most relevant insights and prioritize key facts.
Instant Prioritization
We highlight what matters most—surfacing key themes, red flags, and drivers of value so you can focus on high-impact decisions.
Custom Deliverables and Automation
Tailored to Your Workflow
We adapt to your specific processes, ensuring seamless integration with how your team already works, rather than one-size-fits-all approaches.
Accelerated Execution
We automate your slowest, most manual tasks so that you can get to insights in minutes—without sacrificing clarity or depth.
Presentation-Ready Deliverables
We generate output that is ready to share with your team or investment committee— clear and actionable.
Technology
Ensuring High Standards of
Data Privacy and Security
Secure
- • End-to-end data encryption
- • Private LLM usage
Private
- • Data not shared across customers
- • Data not used for model training
Compliant
- • Aligns with industry regulations
- • Upholds strict data governance standards
Testimonials
See what our customers love
"The reports from Lumenai were extremely fast and comprehensive. I was making a decision on whether to proceed with a deal, and this helped me come to a decision quickly and move forward accordingly. Lumenai is a valuable tool for any acquirer reviewing deals and going deep into new industries."
Lower Middle Market PE Fund
Managing Director
"Lumenai is an incredibly useful resource for getting up to speed on an industry quickly. My initial goal was to get my team smart on a space, and I was able to get beyond smart on it. The comprehensive insights and structured analysis make it a powerful tool. It has the potential to be an indispensable asset for both generalists and specialists alike."
Middle Market M&A Advisory Bank
Founder
"Lumenai delivered fast, high quality insights that helped us understand the market maturity, players, and competitive landscape that were instrumental in helping me and my team make a challenging investment decision. Instead of spending hours digging into these areas, we had structured, comprehensive outputs much faster. The insights also helped us sharpen our thesis by guiding us to the most critical diligence questions."
Venture Capital Firm
Principal
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