Monitor portfolio data from the source—across every asset class
Unify your front-to-back office workflows — from diligence to monitoring to actionable reporting.
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Trusted by asset managers to wrangle data for 1,000+ companies
Trusted by asset managers to wrangle data for 1,000+ companies
Institutional-scale portfolio management, built for credit and equity
Institutional-scale portfolio management, built for credit and equity
Institutional-scale portfolio management, built for credit and equity
Focus your team on investing, not data collection
Stop wrangling spreadsheets and chasing portfolio companies for data. Delegate data collection, ingestion, and portfolio review templates to us.
Focus your team on investing, not data collection
Stop wrangling spreadsheets and chasing portfolio companies for data. Delegate data collection, ingestion, and portfolio review templates to us.
Focus your team on investing, not data collection
Stop wrangling spreadsheets and chasing portfolio companies for data. Delegate data collection, ingestion, and portfolio review templates to us.
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.
Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.
Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.
Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.
Bridging the gap between credit and equity
As your portfolio grows, your investment strategy evolves—integrating credit and equity. With our strong credit foundation, we natively support asset classes from real estate to private equity, powering funds of all sizes—from emerging managers to full-scale institutional asset managers.
Bridging the gap between credit and equity
As your portfolio grows, your investment strategy evolves—integrating credit and equity. With our strong credit foundation, we natively support asset classes from real estate to private equity, powering funds of all sizes—from emerging managers to full-scale institutional asset managers.
Bridging the gap between credit and equity
As your portfolio grows, your investment strategy evolves—integrating credit and equity. With our strong credit foundation, we natively support asset classes from real estate to private equity, powering funds of all sizes—from emerging managers to full-scale institutional asset managers.
Institutional-scale portfolio management, built for credit and equity
Institutional-scale portfolio management, built for credit and equity
Focus your team on investing, not data collection
Stop wrangling spreadsheets and chasing portfolio companies for data. Delegate data collection, ingestion, and portfolio review templates to us.
Focus your team on investing, not data collection
Stop wrangling spreadsheets and chasing portfolio companies for data. Delegate data collection, ingestion, and portfolio review templates to us.
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.
Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.
Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.
Bridging the gap between credit and equity
As your portfolio grows, your investment strategy evolves—integrating credit and equity. With our strong credit foundation, we natively support asset classes from real estate to private equity, powering funds of all sizes—from emerging managers to full-scale institutional asset managers.
Bridging the gap between credit and equity
As your portfolio grows, your investment strategy evolves—integrating credit and equity. With our strong credit foundation, we natively support asset classes from real estate to private equity, powering funds of all sizes—from emerging managers to full-scale institutional asset managers.
Institutional-scale portfolio management, built for credit and equity
Institutional-scale portfolio management, built for credit and equity
Focus your team on investing, not data collection
Stop wrangling spreadsheets and chasing portfolio companies for data. Delegate data collection, ingestion, and portfolio review templates to us.
Focus your team on investing, not data collection
Stop wrangling spreadsheets and chasing portfolio companies for data. Delegate data collection, ingestion, and portfolio review templates to us.
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Meet Lu, your AI-powered data wrangler
Access your data using natural language—empower anyone at your firm to ask questions and get instant answers. Accurate, real-time trends and easy drill-downs with complete data privacy.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.
Turn unstructured data into deal decisions
Unlock data trapped in spreadsheets—from underwriting models to monitoring reports. Build the proprietary benchmarking dataset you’ve always wanted and apply it to assess new and follow-on investments.
Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.
Trust but audit your data
Harness the power of public market standards by accessing source data with full traceability to original files and underlying calculations. Always be one click away from source data—and monitor changes in actuals, budgets, and forecasts.
Bridging the gap between credit and equity
As your portfolio grows, your investment strategy evolves—integrating credit and equity. With our strong credit foundation, we natively support asset classes from real estate to private equity, powering funds of all sizes—from emerging managers to full-scale institutional asset managers.
Bridging the gap between credit and equity
As your portfolio grows, your investment strategy evolves—integrating credit and equity. With our strong credit foundation, we natively support asset classes from real estate to private equity, powering funds of all sizes—from emerging managers to full-scale institutional asset managers.
Deposit Account Control Agreements
Deposit Account Control Agreements
Borrowing base certificates
Borrowing base certificates
Perfection certificates
Perfection certificates
Compliance certificates
Compliance certificates
Financial Statements
Financial Statements
Reporting covenants
Reporting covenants
Financial covenants
Financial covenants
Credit agreements
Credit agreements
Stop chasing down reporting packages
Stop chasing down reporting packages
Get Lumonic to do it for you
Talk with us
Talk with us
© 2025 Lumonic Inc.
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© 2025 Lumonic Inc.
Asset Class
Resources
Follow
© 2025 Lumonic Inc.
Asset Class
Resources
Follow
Asset Class
Resources
© 2025 Lumonic Inc.
Asset Class
Resources
Follow