Introducing the
self-monitoring portfolio
Introducing the
self-monitoring portfolio
Introducing the
self-monitoring portfolio
Introducing the
self-monitoring portfolio
Lumonic extracts and checks documents as they arrive, leaving the portfolio decisions to you.
Lumonic extracts and checks documents as they arrive, leaving the portfolio decisions to you.
| Outstanding principal | |
|---|---|
| Capital Solutions | $137,077,862 |
| Direct Lending | $249,082,915 |
| None | $0 |
| Real Estate Debt | $77,595,530 |
| Special Situations | $98,480,643 |
| Venture Debt | $37,520,923 |
Two generations of software required learning a click-heavy tool. Lumonic is the next generation with a power user that runs the platform on your behalf.
Two generations of software required learning a click-heavy tool. Lumonic is the next generation with a power user that runs the platform on your behalf.
Two generations of software required learning a click-heavy tool. Lumonic is the next generation with a power user that runs the platform on your behalf.
Two generations of software required learning a click-heavy tool. Lumonic is the next generation with a power user that runs the platform on your behalf.
Two generations of software required learning a click-heavy tool. Lumonic is the next generation with a power user that runs the platform on your behalf.
GENERATION 1
A centralized database
Before portfolio monitoring was a category, it was a spreadsheet. Gen 1 put the numbers online.
GENERATION 2
Tools around the database
Extraction, dashboards, plugins and MCPs. People still ran the workflow.
GENERATION 3
The self-monitoring portfolio
Describe the work once and it runs. Your team’s time goes to marks and value creation plans.
GENERATION 1
A centralized database
Before portfolio monitoring was a category, it was a spreadsheet. Gen 1 put the numbers online.
GENERATION 2
Tools around the database
Extraction, dashboards, plugins and MCPs. People still ran the workflow.
GENERATION 3
The self-monitoring portfolio
Describe the work once and it runs. Your team’s time goes to marks and value creation plans.
Trusted by private credit, private equity, and venture capital firms
Collect every
deliverable on time
Collect every
deliverable on time
Collect every
deliverable on time
Collect every
deliverable on time
Collect every
deliverable on time
Set each company’s reporting schedule once. Lumonic chases the stragglers and files every document against the right company and period.
Set each company’s reporting schedule once. Lumonic chases the stragglers and files every document against the right company and period.
Set each company’s reporting schedule once. Lumonic chases the stragglers and files every document against the right company and period.
Set each company’s reporting schedule once. Lumonic chases the stragglers and files every document against the right company and period.
Set each company’s reporting schedule once. Lumonic chases the stragglers and files every document against the right company and period.
Set the schedule once
Every deliverable is requested on schedule, unprompted.
A portal companies use
Senders see what’s due and upload in their own format.
Forward the reporting inbox
Point your inbox at Lumonic and every attachment is filed.
Logged against what was promised
Every arrival is checked against the schedule you set.
Extract every number
your firm’s way
Extract every number
your firm’s way
Extract every number
your firm’s way
Extract every number
your firm’s way
Extract every number
your firm’s way
Forward any statement, scans included. Lumonic extracts every number and flags what changed, new values in green and restatements in orange.
Forward any statement, scans included. Lumonic extracts every number and flags what changed, new values in green and restatements in orange.
Forward any statement, scans included. Lumonic extracts every number and flags what changed, new values in green and restatements in orange.
Forward any statement, scans included. Lumonic extracts every number and flags what changed, new values in green and restatements in orange.
Forward any statement, scans included. Lumonic extracts every number and flags what changed, new values in green and restatements in orange.
Your decisions carry forward
Decide once which add-backs count and every later pack follows.
Any format the company sends
Scans and mixed templates read like a clean statement.
Every number traces to its page
Click any figure and see the spot on the page it came from.
The same traceback in Excel
Pull numbers into Excel and every cell still traces back.
Run the checks
the day a document lands
Run the checks
the day a document lands
Run the checks
the day a document lands
Run the checks
the day a document lands
Run the checks
the day a document lands
A certificate lands or a number changes. The covenant tests rerun the same day, and every action waits in your queue for approval.
A certificate lands or a number changes. The covenant tests rerun the same day, and every action waits in your queue for approval.
A certificate lands or a number changes. The covenant tests rerun the same day, and every action waits in your queue for approval.
A certificate lands or a number changes. The covenant tests rerun the same day, and every action waits in your queue for approval.
A certificate lands or a number changes. The covenant tests rerun the same day, and every action waits in your queue for approval.
Compliance checklist
Covenant tests
Compliance checklist
Covenant tests
Covenant tests at the facility level
Leverage and borrowing base tests rerun on every new statement.
Risk ratings from live data
Ratings re-score the day actuals arrive.
What needs your attention, in your queue
A tightening covenant reaches your queue the same day.
Every action staged for your approval
Nothing publishes until you approve it or every check passes.
Ask for the report
in plain English
Ask for the report
in plain English
Ask for the report
in plain English
Ask for the report
in plain English
Ask for the report
in plain English
Type the question the way you’d ask an analyst. The table comes back with the page behind every number, in Lumonic or in Excel.
Type the question the way you’d ask an analyst. The table comes back with the page behind every number, in Lumonic or in Excel.
Type the question the way you’d ask an analyst. The table comes back with the page behind every number, in Lumonic or in Excel.
Type the question the way you’d ask an analyst. The table comes back with the page behind every number, in Lumonic or in Excel.
Type the question the way you’d ask an analyst. The table comes back with the page behind every number, in Lumonic or in Excel.
Tables and dashboards from a question
Ask who missed budget and get a table or a dashboard back.
Portfolio review without the prep
One-pagers fill themselves with actuals and covenant status.
LP reporting from the same record
Letters and LP data requests pull from validated numbers.
Valuations on validated data
Validated actuals meet PitchBook multiples in your templates.
Product Updates
Product Updates
Product Updates
Product Updates
Lumonic 12.0: the self-monitoring portfolio
Starting today, Lumonic can self-drive the same tooling, with all your firm's preferences and context. Our 12.0 release is a re-write of our core platform to be your system of record with a power user you can instruct in natural language.
Sep 17, 2026
Introducing the PitchBook & Lumonic MCPs
Last week we made the Lumonic MCP generally available, and the announcement closed on a promise: more workflows that run the Lumonic and PitchBook MCPs side by side. Today we're releasing them. They now have their own page at lumonic.com/mcp/pitchbook, and the MCP Library has new artifacts built to run only when both connectors are on.
Jul 30, 2026
Introducing the Lumonic MCP: artifacts included
Today the Lumonic MCP is generally available for every Lumonic customer (go to your MCP settings). We're launching this in tandem with MCP Library: proven prompts and finished artifacts, one per asset class, so you're never staring at a blank chat box. Connect Claude, ChatGPT, or any MCP-enabled model to your Lumonic account and chat with your portfolio data. Every number in the answer links back to its source document, down to the cell or the exact spot on the page.
Jul 21, 2026
“A more timely and comprehensive view over our portfolio.”
“A more timely and comprehensive view over our portfolio.”
“A more timely and comprehensive view over our portfolio.”
Paul Hayama
Senior Partner and CIO, Avante Capital Partners
“We spend less time preparing data and more time analyzing it.”
“We spend less time preparing data and more time analyzing it.”
“We spend less time preparing data and more time analyzing it.”
Alex Huang
Associate, LAGO Innovation Fund
“Keeping our executive team and broader stakeholders informed.”
“Keeping our executive team and broader stakeholders informed.”
“Keeping our executive team and broader stakeholders informed.”
Codi Lockhart
Director of Data & Analytics, Trinity Capital
“A more timely and comprehensive view over our portfolio.”
Paul Hayama
Senior Partner and CIO, Avante Capital Partners
“We spend less time preparing data and more time analyzing it.”
Alex Huang
Associate, LAGO Innovation Fund
“Keeping our executive team and broader stakeholders informed.”
Codi Lockhart
Director of Data & Analytics, Trinity Capital
5,000+ portfolio companies report through Lumonic. Trusted by emerging managers to 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
Get Lumonic to do it for you
Talk with us
Talk with us
