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

Pipeline Management

Pipeline Management

Deal Tracking

Deal Tracking

Deal Scoring

Deal Scoring

NDA, IOI, LOI Send-out

NDA, IOI, LOI Send-out

Due diligence

Industry Research

Industry Research and Market Landscape

Competitive Insights

Competitive Insights

Company Overview

Company Overview and Business Model

Retention Analysis

Retention and Cohort Analysis

Concentration Analysis

Concentration Analysis

Data Room Analysis

Data Room Synthesis

Customer Contract Analysis

Customer Contract Analysis

Company Memo Creation

Company Memo Creation

CIM Creation

CIM Creation

Deal Modeling

Deal Modeling

Transaction

Legal Document Review

Legal Document Review

Investor Database

Investor Database

Use Cases

Supporting Acquirers

and Advisors

Acquirers and Lenders

Private Equity and Family Offices

Private Equity and Family Offices

Quickly evaluate acquisition targets and assess market and financial risks before investing

Holding Companies

Holding Companies

Automate subsidiary acquisition analysis and identify synergies across existing portfolio

Independent Sponsors

Independent Sponsors

Support with due diligence process and investor outreach

Corporate Development Teams

Corporate Development Teams

Identify and analyze strategic acquisition opportunities with AI-driven insights

Lenders

Lenders

Streamline top-of-funnel opportunity review against checklist criteria, and quickly develop summary memos

Advisors

Investment Banks & M&A Advisors

Investment Banks & M&A Advisors

Streamline deal execution and automate CIM and sell-side materials creation

Consulting Firms

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

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

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

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

Presentation-Ready Deliverables

We generate output that is ready to share with your team or investment committee

Proprietary Data and Templated Approach

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

Secure

  • End-to-end data encryption
  • Private LLM usage
Private

Private

  • Data not shared across customers
  • Data not used for model training
Compliant

Compliant

  • Aligns with industry regulations
  • Upholds strict data governance standards

Testimonials

See what our customers love

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"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

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"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

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"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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