Operating System for
Private Markets Investing

A suite of configurable workflows — designed to adapt to your processes, automate what matters, and scale with your investment strategy

Customers we have worked with
Use Cases

Tailored Automation
and Insights

We build customizable solutions to fit into your firm's unique workflows
Research
Deal Screening
Due Diligence
Portfolio Monitoring
Reporting
Build Your Own
Industry Analysis

Automated Industry Analysis

Generate Custom Market Overviews in Minutes

Input any industry — and let Lumenai’s Industry Agent compile a tailored analysis using your inputs and external sources such as PitchBook, CapIQ, and Tegus transcripts, and others. Get data-backed trends, benchmarks, and competitive landscapes — all in a concise, ready-to-share report.

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Deal Screening

Automated Deal Screening

Identify the Right Opportunities Faster

Upload CIMs, teaser decks, or financials — and let Lumenai’s Screening Agent assess each opportunity against your team’s specific investment criteria. See clear pass/fail signals, key metrics, and rationale, so you can prioritize only the deals that truly fit your mandate.

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Memo

Investment Memo Creation

Auto-Generate Investment Memos From Your Sources

Upload your diligence materials and notes — Lumenai synthesizes the key takeaways into investor-grade deal memos.
Fully customizable sections, consistent formatting, and AI-backed insight generation.

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Q&A

Buyer & Seller Automated Q&A

Turn Diligence Questions Into Instant Answers

Upload your sources — CIMs, data rooms, expert transcripts — and let Lumenai’s Q&A Agent auto-generate accurate, data-backed responses for buyers or sellers.
Save hours in every diligence cycle and retain a single source of truth.

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Data Room Summary

Data Room Summary

Instantly Understand Every File in the Data Room

Upload your entire data room — Lumenai automatically reads, summarizes, and connects insights across every document. Ask any question about the contents, and get precise, data-backed answers in seconds — without having to open each individual file.

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Portfolio Monitoring

Portfolio Monitoring

Real-Time Visibility Across Every Investment

Lumenai automatically consolidates financials and KPIs from your portfolio companies into a unified dashboard.
Spot trends, track performance variance, and generate investor-ready reports — all from one place.

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LP Reporting

Automated LP Reporting

Create Investor-Ready Portfolio Overviews Instantly

With your data already centralized in Lumenai, instantly generate polished overviews for each company and the full portfolio.
Deliver consistent, insight-rich reports to LPs — automatically formatted and ready to share.

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Build Your Own

Build Your Own

Create custom workflows tailored to how your team operates.

From due diligence to portfolio monitoring and reporting, configure automations that reflect your exact processes — and evolve as your firm grows.

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Demo

See Lumenai in Action

Our Solution

AI-Powered

Operating System

One platform. Modular agents. End-to-end visibility.
Our operating system handles the manual work. You apply the insight.

1. Ingest Data

We ingest your data rooms, documents and spreadsheets, automatically identify the structure, deal / company, and extract the key insights — no manual sorting required.

2. Launch Workflow

Activate vertically specialised Smart Assistants for every stage of the deal and portfolio lifecycle. The calculations, context, and research are pre-done — you focus on judgement and action.

3. Receive Outputs

Turn insights into polished deliverables — memos, reports, models, presentations  — formatted in your firm’s style. Scale your operations while freeing time for what matters.
Our Philosophy

No Black Boxes.
Just Building Blocks.

Lumenai combines customizable AI agents, unified data infrastructure, and embedded expertise — all designed to work together. Each module connects seamlessly into your workflows and evolves with your investment model. No black boxes — just clarity, flexibility, and precision across every stage of private-market investing.
Configure your own operating system — tailored to how you invest.
Our Customers
Lumenai adapts to the way you invest — from buy-side diligence to long-term portfolio oversight — combining modular AI workflows and a shared infrastructure to power each strategy.

Private Equity Firms and Family Offices

Streamline Diligence and Portfolio Value Creation

  • Automate data-room parsing, buyer Q&A, and deal memo generation

  • Monitor portfolio KPIs and valuations in one connected dashboard

  • Save time across diligence and reporting cycles through centralized automation

Private Credit

Simplify Borrower Monitoring and Compliance

  • Ingest and summarize borrower financials automatically

  • Track covenants, risk metrics, and loan performance in one workspace

  • Generate audit-ready credit and compliance reports instantly

Venture Capital and Growth Equity

Automate Portfolio Tracking and Valuations

  • Centralize updates from portfolio companies and reporting tools

  • Monitor portfolio KPIs and valuations in one connected dashboard.

  • Eliminate manual data collection across dozens of early-stage holdings

Investment Banking

Accelerate Deal Execution and Streamline Post-LOI Processes

  • Automatically summarize entire data rooms and key documents

  • Generate fast, accurate answers to buyer or internal diligence questions

  • Create consistent, insight-driven deal overviews for every transaction

Portfolio Companies

Create a Unified Source of Truth for all Performance Data

  • Establish a single, reliable source of truth for performance metrics

  • Streamline investor reporting and valuations with audit-ready data flows

  • Simplify internal reporting and board prep with connected financials and KPIs

Consulting

Accelerate Client Diligence With Automated Research and Insights

  • Generate expert call guides and targeted survey questions in seconds

  • Synthesize findings into clear, client-ready presentations

  • Deliver faster, sharper insights — without the manual work

Don’t find yourself here?

Contact us. We can adapt to your use case.
How it Works

Automation

That Adapts to You

Lumenai combines a shared core platform with customized agents and human collaboration — built for flexibility, scale, and precision.

Built on a Core Platform, Tailored to You

Every deployment starts with Lumenai’s shared infrastructure — a unified data and automation layer that powers all agents.
We customize configurations and workflows to match your firm’s exact investment processes and systems.

Scalable by Nature,
Flexible by Design

Our modular agent architecture grows with you — from a single diligence workflow to full portfolio intelligence and fund operations. Adapt quickly to new use cases without rebuilding from scratch.

Built With You,
Not For You

We work as your embedded partner, shaping agents and workflows around how your team actually operates. No handoffs, no black boxes — just continuous co-creation and improvement.
Our Differentiation

Why we are unique

Lumenai bridges the gap between rigid software and manual services — combining modular AI agents, a shared data infrastructure, and embedded expertise.

Modular by
Design

A flexible suite of AI agents built on a shared core — so you can start with one use case and expand seamlessly across portfolio and fund operations.

Unified Data Infrastructure

One underlying architecture connects all workflows, from data rooms to valuations, ensuring every agent draws from the same, audit-ready source of truth.

Forward-Deployed Expertise

Our engineers work directly with your team to customize agents, integrate data sources, and deploy automation tailored to your workflows.

Built for the Entire Investment Cycle

Unlike point solutions, Lumenai spans deals, portfolios, and funds, delivering continuity from first look to long-term value creation.
Most tools automate one task. Lumenai connects them all — creating a living, adaptable operating system for private markets.
Technology

Ensuring High Standards of Data Privacy and Security

Your data is protected by the same standards trusted by leading financial institutions — encrypted, compliant, and secure end-to-end.

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