The AI Platform for Deal Professionals
Streamlined intake, lightning quick analysis, and auditable deal insights — built for the pace of modern dealmaking.
Platform
Every Edge Your Deal Team Needs
From intake to insight — one platform that handles deal complexity so your team can focus on closing.
Intelligent Analysis
AI extracts key financials, deal terms, and risk factors from any document format - CIMs, teasers, or raw financials.
Streamlined Intake Flow
Collect sponsor materials through branded, guided intake forms so every new deal starts complete, structured, and ready for your team to evaluate.
Team Collaboration
Role-based access, shared deal rooms, and real-time collaboration across your entire deal team.
Deal Snapshots
Generate branded, presentation-ready deal summaries that your team can review, edit, and share instantly.
Workflow
From Upload to Insight in Minutes
A streamlined process designed for the way deal teams actually work.
- 01
Intake
Sponsors and referral partners submit deal materials through branded, customizable intake forms.
- 02
Parse
Lumora processes documents and extracts financials, deal terms, and key data points automatically.
- 03
Analyze
Review actionable insights with full source attribution. Edit, annotate, and refine.
- 04
Collaborate
Share deal snapshots across your team, assign roles, and move deals forward together.
Trusted by Deal Professionals
Purpose-built for teams that handle complex transactions at scale.
Business Brokers
Automate deal intake from your referral network and generate consistent, professional deal snapshots for every opportunity.
Investment Bankers
Process more deals with AI-powered analysis. Spend less time on data entry and more time advising your clients.
M&A Advisory Firms
Scale your operations with role-based collaboration, auditable workflows, and institutional-quality output.
Security
Enterprise-Grade Security
Your deal data demands the highest level of protection. Lumora is built with institutional security standards from the ground up.
- SOC 2-Ready Infrastructure
- End-to-End Encryption
- AI models never use client data for training
- Private data stays private
- Access control for every deal
- Built for confidential workflows
Ready to Transform Your Deal Process?
See how Lumora can benefit your workflow in a 15-minute walkthrough.
No commitment required