Turn Scattered Docs Into Deal Snapshots

Your AI-Powered Deal Intake & Summary Tool

Lumora AI helps business brokers, investment bankers and M&A advisors streamline deal intake and generate a clean deal snapshot in minutes.

Features Deep Dive

Powerful Features for Deal Professionals

Everything you need to streamline your deal process from intake to snapshot

AI-Driven Deal Intake Forms

Intelligent forms that adapt to capture exactly the information you need for each deal type

Document Parsing & Clean Deal Snapshots

Upload documents and get professionally formatted deal summaries with key insights extracted automatically

Easy Cross-Team Sharing

Seamlessly share deal snapshots and collaborate with your team members in real-time

How It Works

Simple, streamlined process from upload to snapshot

1

Sponsor/Referral Uploads

Sponsors and referral partners easily upload deal docs through our streamlined intake portal

2

AI Parses Documents

Our AI engine analyzes and extracts key deal information automatically

3

Deal Snapshot Created

Professional deal snapshot is generated with all critical details formatted

4

Review & Share

Bankers and brokers review comprehensive deal snapshot and share internally

Built for Deal Professionals

Trusted by industry leaders who handle complex transactions

Business Brokers

Streamline your deal pipeline with automated intake and professional snapshots

Investment Bankers

Handle more deals efficiently with AI-powered document processing and snapshot generation

M&A Advisory Firms

Scale your operations and maintain consistent quality across all team members and deals

Enterprise-Grade Security

Your sensitive deal information is protected by industry-leading security measures. Lumora is built with:

SOC 2-Ready Cloud Infrastructure
End-to-End Encryption

Ready to Transform Your Deal Process?

See how Lumora AI can streamline your deal intake and snapshot generation in just 15 minutes

No commitment required