Automate the investment lifecycle, from sourcing to LP reporting.

The challenge

Associates spend 60–80% of their time reading decks that never make it past first screen. High-quality deals get buried in the noise, and partner attention is diluted across a long tail of unqualified opportunities.

How Lunnoa solves it

AI agents ingest pitch decks, teasers, and CIMs as they hit the firm inbox or DealCloud. They extract key financials, deal terms, sector, geography, and ticket size; score each deal against your fund's thesis; and route qualified opportunities directly to the appropriate partner with a structured summary and red-flag notes.

Outcomes

• 70% reduction in first-screen time
• 3x more deals reviewed per week with the same team
• Full structured data on every deal; feeds your CRM automatically
• Zero deal memos stored outside your environment

The challenge

KYC happens at acquisition, then drifts. Portcos change directors, ownership, and banking partners; sanctions lists update; regulatory status shifts. Refreshing KYC manually across 20–40 portcos is a full-time job that rarely happens on time.

How Lunnoa solves it

Automated document parsing and continuous sanctions/PEP screening, orchestrated by workflows that watch for material changes in beneficial ownership, directors, and regulatory status. When a change is detected, an agent assembles an evidence pack and routes it to compliance for sign-off.

Outcomes

• Continuous compliance across the whole portfolio
• 80% reduction in manual KYC refresh effort
• Full audit trail for every check, every portco
• Flag material ownership changes within hours, not months

The challenge

LP reporting cycles require pulling KPIs from 10–30 portco ERPs, reconciling inconsistent formats, and producing formatted LP packs. Associates burn 2–3 weeks per quarter on manual copy-paste work, and errors are expensive.

How Lunnoa solves it

Workflows connect to portco systems via API or secure file share, pull the agreed KPI set, reconcile format differences, and auto-generate LP pack sections with commentary templates the IR team can review and refine.

Outcomes

• Reporting cycle cut from 3 weeks to 3 days
• Zero manual data entry from portco systems
• Consistent KPI definitions enforced automatically
• More analyst time on commentary and insight