Plans built to help you close more deals, faster
Free 14-day trial available. No commitment – you can make changes anytime.
Pricing plans
Teams Starter
Collaboration made simple for small, focused teams.
No credit card required
- 50 AI powered deal snapshots and matched lenders per month
- Up to 5 team members
- Streamlined intake flow for your sponsors and referral partners
- Export deal snapshots as PDFs
- Inline deal snapshot editor
Teams Pro
For growing teams that demand scale, customization, and efficiency.
No credit card required
- 100 AI powered deal snapshots and matched lenders per month
- Up to 15 team members
- Streamlined intake flow for your sponsors and referral partners
- Custom intake forms and branding
- Export snapshots as PDFs
- Inline snapshot editor
- Auto snapshot generation
What's included in every plan
AI Document Parsing
Automatically extract key information from financial statements and pitch decks
Professional Deal Snapshots
Generate polished, branded deal snapshots in-platform, ready to be shared with your team
Team Collaboration
Role-based permissions for brokers, bankers, and other team members with secure sharing
Security & Privacy
Files encrypted in transit and at rest, hosted on SOC 2-certified infrastructure
Standard Support
Access to our support team with response times under 24 hours
Frequently Asked Questions
- How quickly can I get started?
- Setup takes less than 10 minutes. Simply create your account, invite your team, and start uploading deal documents. No technical setup or IT involvement required.
- What types of documents can Lumora process?
- Lumora can parse financial statements, pitch decks, business plans, tax returns, and all common deal documents in PDF, Powerpoint, Word, or Excel formats.
- Is my data secure?
- Yes. Your files are encrypted in transit and at rest, and stored on SOC 2-certified cloud infrastructure with access scoped to your organization. Your deal documents are never used for training purposes.
- What if I need to process more deals than my plan allows?
- You can easily upgrade your plan anytime, or contact us for custom enterprise pricing if you need higher volume limits or additional features.
Ready to transform your deal process?
Join leading brokers and bankers who save hours on each deal, reduce errors, and streamline collaboration with Lumora.
No commitment required