AI PARSING & AUTOMATION

Save 6-8 hours per deal with intelligent document processing

Our AI engine automatically extracts key information from financial statements, pitch decks, and other deal documents with impressive accuracy.

AI parsing and automation capabilities

  • Instant Document Analysis

    Parse 50+ page documents in under 2 minutes

  • 6-8 Hours Saved Per Deal

    Based on average analyst time for manual document review

1min
Average Parse Time
PDF & Excel
Document Types Support
Opportunity Management Dashboard
Deal Snapshot
DEAL SNAPSHOT PDFs

Professional Deal Snapshots that impress

Generate polished, branded deal snapshots with key metrics, financial highlights - ready to share with your team.

  • One-Click PDF Export

    Instantly generate professional PDFs of deal snapshots

  • Branded & Shareable

    Custom name and logo branding for your org

SPONSOR INTAKE FLOW

Streamlined sponsor onboarding with custom intake forms

Create shareable sponsor links with custom intake forms, task-based workflows, and automated document generation upon completion.

  • Shareable Sponsor Links

    Generate secure, authenticated links for sponsor access

  • Custom Intake Forms

    Tailored forms to collect exactly the information you need

  • File Upload Management

    Secure sponsor file uploads with progress tracking

  • Task-Based Workflow

    Guide sponsors through structured intake processes

  • Auto-Generation on Completion

    Automatically generate deal snapshots when intake is complete

Sponsor Intake Flow
ROLE-BASED PERMISSIONS

Control access for brokers, bankers, and sponsors

Keep your deal data secure and organized. Control access to deals within your organization by selecting a lead and co-lead for each deal.

  • Organization Admin

    Full access to opportunities, deals, and organization management. Control who can view and manage individual deals

  • Broker Access

    View and manage opportunities and deals which they've created or have been assigned to only

  • Sponsor Intake

    Share access to intake forms with sponsors via a custom authenticated link

Role-Based Access Control

Ready to streamline your deal process?

Join leading brokers and bankers who save hours on each deal, reduce errors, and streamline collaboration with Lumora AI.

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