AI-driven M&Adue diligence platform
Accelerating end-to-end deal-making for investors and advisors with AI-driven automation and intelligence
Our Features
End-to-end Workflow and
Automation
Our AI agent-based research hub automates workflows and analysis across the deal life cycle
Deal Sourcing and Screening
Due diligence
Transaction
Pipeline Management
Deal Tracking
Deal Scoring
NDA, IOI, LOI Send-out
Industry Research and Market Landscape
Competitive Insights
Company Overview and Business Model
Retention and Cohort Analysis
Concentration Analysis
Data Room Synthesis
Customer Contract Analysis
Company Memo Creation
CIM Creation
Deal Modeling
Legal Document Review
Investor Database
Deal Sourcing and Screening
Pipeline Management
Deal Tracking
Deal Scoring
NDA, IOI, LOI Send-out
Due diligence
Industry Research and Market Landscape
Competitive Insights
Company Overview and Business Model
Retention and Cohort Analysis
Concentration Analysis
Data Room Synthesis
Customer Contract Analysis
Company Memo Creation
CIM Creation
Deal Modeling
Transaction
Legal Document Review
Investor Database
Use Cases
Supporting Acquirers
and Advisors
Acquirers and Lenders
Private Equity and Family Offices
Quickly evaluate acquisition targets and assess market and financial risks before investing
Holding Companies
Automate subsidiary acquisition analysis and identify synergies across existing portfolio
Independent Sponsors
Support with due diligence process and investor outreach
Corporate Development Teams
Identify and analyze strategic acquisition opportunities with AI-driven insights
Lenders
Streamline top-of-funnel opportunity review against checklist criteria, and quickly develop summary memos
Advisors
Investment Banks & M&A Advisors
Streamline deal execution and automate CIM and sell-side materials creation
Consulting Firms
Streamline analysis with AI-driven company and market research tools. Minimize manual work with AI-generated outputs and summaries.
Differentiators
High quality data-driven insights at
unparalleled speed
End-to-end Automation
Entire Workflow
We provide AI-driven analysis, data synthesis, and output generation across the end-to-end deal lifecycle so that you don't need to go elsewhere for your due diligence needs
Faster Process
Our platform cuts down standard deal diligence time from weeks to hours by employing custom AI agents across the workflow
Quality of Output
Clarity of Analysis
Our AI agent system is trained to think and reason like a human investor, providing the most relevant insights and prioritizing key facts
Presentation-Ready Deliverables
We generate output that is ready to share with your team or investment committee
Proprietary Data and Templated Approach
Our platform feeds in proprietary data flows to ensure higher quality insights
Technology
Ensuring High Standards of
Data Privacy and Security
Secure
- • End-to-end data encryption
- • Private LLM usage
Private
- • Data not shared across customers
- • Data not used for model training
Compliant
- • Aligns with industry regulations
- • Upholds strict data governance standards
Testimonials
See what our customers love
"The reports from Lumeni were extremely fast and comprehensive. I was making a decision on whether to proceed with a deal, and this helped me come to a decision quickly and move forward accordingly. Lumeni is a valuable tool for any acquirer reviewing deals and going deep into new industries."
Lower Middle Market PE Fund
Managing Director
"Lumeni is an incredibly useful resource for getting up to speed on an industry quickly. My initial goal was to get my team smart on a space, and I was able to get beyond smart on it. The comprehensive insights and structured analysis make it a powerful tool. It has the potential to be an indispensable asset for both generalists and specialists alike."
Middle Market M&A Advisory Bank
Founder
"Lumeni delivered fast, high quality insights that helped us understand the market maturity, players, and competitive landscape that were instrumental in helping me and my team make a challenging investment decision. Instead of spending hours digging into these areas, we had structured, comprehensive outputs much faster. The insights also helped us sharpen our thesis by guiding us to the most critical diligence questions."
Venture Capital Firm
Principal
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