Streamlined intake, lightning quick analysis, and auditable deal insights — built for the pace of modern dealmaking.
Platform
From intake to insight — one platform that handles deal complexity so your team can focus on closing.
AI extracts key financials, deal terms, and risk factors from any document format — CIMs, teasers, or raw financials.
Collect sponsor materials through branded, guided intake forms so every new deal starts complete, structured, and ready for your team to evaluate.
Role-based access, shared deal rooms, and real-time collaboration across your entire deal team.
Generate branded, presentation-ready deal summaries that your team can review, edit, and share instantly.
Workflow
A streamlined process designed for the way deal teams actually work.
Sponsors and referral partners submit deal materials through branded, customizable intake forms.
Lumora processes documents and extracts financials, deal terms, and key data points automatically.
Review actionable insights with full source attribution. Edit, annotate, and refine.
Share deal snapshots across your team, assign roles, and move deals forward together.
Purpose-built for teams that handle complex transactions at scale.
Automate deal intake from your referral network and generate consistent, professional deal snapshots for every opportunity.
Process more deals with AI-powered analysis. Spend less time on data entry and more time advising your clients.
Scale your operations with role-based collaboration, auditable workflows, and institutional-quality output.
Security
Your deal data demands the highest level of protection. Lumora is built with institutional security standards from the ground up.
See how Lumora can benefit your workflow in a 15-minute walkthrough.
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