1 — Co-Lender Sharing for Syndicated Deals
Lumonic can now be used as a deal room to securely and automatically share documents to 3rd parties. Eliminate manual effort to share company financials and documents with co-syndicators.
2 — Workflow Automations & Notifications
Trigger workflows on metrics, deliverables, or document uploads, and stay on top of your portfolio with daily digest emails summarizing everything in one place. This enhanced workflow builder lays the foundation for future features like approvals and dynamic reporting when companies breach covenants.
3 — AI Chart and Grid Builder
Our AI assistant, Lu, is now faster and more reliable, making your workflow smoother than ever. New tools like chart exports, a formula bar, and bulk copy-paste give you complete control over your data.
4 —New Homepage
We’ve redesigned the home page so you can easily stay up to date on the latest submitted company financials and published metrics. Plus, our enhanced AI-powered search and updated UI help you find exactly what you need, faster.
5 - Document Library
We’ve added a firm-wide document library so you can see and search all of your documents in one place. Inline tag editing is here; Make adjustments to your documents quickly without leaving your workflow.
6 - Asset, Fund, and LP Data Structures
Our new flexible entity hierarchies let you define each LP, fund, borrower, loan, tranche exactly as it exists in reality—no more patching data behind the scenes. We’re currently exploring use cases for this feature for cashflow tracking, performance calculations, LMS integrations, and advanced reporting across financials, fund, and loan level data.
Reach out if you have ideas, feedback or want to learn more!