The future of private market portfolio management
A full-stack solution that reduces time to insight
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Bring order to unstructured data
Capture and reach actionable insights faster by consolidating Excel spreadsheets, PDFs, APIs, and portal exports into one unified source.
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Turn market signals into action
Track performance, spot sector trends, and unlock cross-company signals with customizable dashboards that scale to your needs. -
Build your solution, your way
Whether you need plug-and-play simplicity or white-glove support, Lumonic is customized to every stage of your workflow.
Gather data with confidence
Collect documents, qualitative analysis, and KPIs via automated ingestion and highly customizable review templates. Gather and organize portfolio data without managing separate sources of spreadsheets or company contacts.
Clean up the chaos with AI-powered data extraction
Lumonic’s next-gen document parsing turns financial data from multiple sources and formats into comparable metrics. Populate your firm’s database in less time while retaining reliability and visibility into source documents and calculations.
Level up your portfolio
Accelerate decisions with customizable triggers, dynamic dashboards, and instant investor-ready PDFs. Automate your portfolio review process, monitor key changes, and surface relevant data with AI-enabled natural language searches.
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Private equity funds
Stay ahead with automated reminders, scheduling, and updated metrics for your target companies. Lumonic is your one-click source for portfolio intel, internal commentary, and company contact information. -
Credit investors
Track borrowers and financial covenants with simple alerts built to keep you proactive. Get essential data, from underwriting to payoff, in one convenient location. -
Private capital market intelligence
Build flexible data solutions that convert separate data into a centralized source. Consolidate actionable data without manually reorganizing disparate sources.
Trusted by asset managers everywhere
What happens when Lumonic meets PitchBook?
You get end-to-end visibility across the investment lifecycle. Lumonic extends PitchBook’s private asset coverage with best-in-class portfolio management for private credit and private equity.