GetLumenAI offers an AI‑driven platform that automates due‑diligence and reporting for private credit, venture capital, private equity, and corporate M&A teams. By ingesting CIMs, teaser decks, financial statements, or entire data rooms, the system extracts and summarizes key metrics, screens deals against custom investment criteria, and provides instant conversational Q&A, while also centralizing portfolio data for trend monitoring and one‑click investor‑ready report generation.
Funding
Funding not disclosed
Founders
Product
Problem
Investment teams spend extensive time manually reviewing deal documents, extracting key metrics, and generating reports, leading to slow decision cycles and inconsistent analysis. The lack of a unified, automated system makes it difficult to quickly assess opportunities, monitor portfolio performance, and produce investor-ready updates.
Solution
GetLumenAI provides an AI-driven platform that automates core diligence and reporting tasks for private credit and broader investment workflows. Users can upload CIMs, teaser decks, financial statements, or entire data rooms, and the system extracts, summarizes, and connects insights across all documents. The Screening Agent evaluates each opportunity against customizable investment criteria, delivering clear pass/fail signals, key metrics, and rationale. A conversational Q&A interface allows instant answers to diligence questions without opening individual files. The platform also centralizes portfolio data, enabling trend detection, performance variance tracking, and the generation of polished investor reports for LPs automatically.
Target Audience
Primary customers are private credit firms, venture capital and private equity funds, and corporate M&A teams that require efficient due diligence, portfolio monitoring, and investor reporting.
Features
- Automated deal screening that matches uploaded documents to user-defined investment criteria with pass/fail outcomes and metric highlights
- AI-powered data room ingestion that reads, summarizes, and links information across all files, supporting natural language queries
- Conversational Q&A for both buyer and seller diligence, providing instant, data-backed answers
- Portfolio monitoring dashboard that tracks performance trends and variance across holdings
- One-click generation of investor-ready LP reports with consistent formatting and visualizations
- Centralized data repository ensuring a single source of truth for all diligence and reporting activities