Our AI engine automatically extracts key information from financial statements, pitch decks, and other deal documents with impressive accuracy.
Parse 50+ page documents in under 2 minutes
Based on average analyst time for manual document review
Generate polished, branded deal snapshots with key metrics, financial highlights - ready to share with your team.
Instantly generate professional PDFs of deal snapshots
Custom name and logo branding for your org
Create shareable sponsor links with custom intake forms, task-based workflows, and automated document generation upon completion.
Generate secure, authenticated links for sponsor access
Tailored forms to collect exactly the information you need
Secure sponsor file uploads with progress tracking
Guide sponsors through structured intake processes
Automatically generate deal snapshots when intake is complete
Keep your deal data secure and organized. Control access to deals within your organization by selecting a lead and co-lead for each deal.
Full access to opportunities, deals, and organization management. Control who can view and manage individual deals
View and manage opportunities and deals which they've created or have been assigned to only
Share access to intake forms with sponsors via a custom authenticated link
Join leading brokers and bankers who save hours on each deal, reduce errors, and streamline collaboration with Lumora AI.