Now in Private Beta

AI Agents for
Private Equity

Days of analyst work delivered in hours, in your firm's exact format.

See how it works

Built for the way you work

Seamless Template Integration

Upload your existing memos, models, and decks. Our AI learns your formatting, structure, and style. Every future output follows your firm's exact standards.

Upload your templates

Word

Project Alpha Investment Memo.docx

2.4 MB

Word

Project Beta Investment Memo.docx

2.1 MB

From Raw Files to Final Report

Select a template, upload your deal documents, and let the AI extract and analyze. Faster, more accurate, and formatted exactly how your firm expects.

Select report type

Word

Investment Memo Template

Last used 2 days ago

Word

Due Diligence Report Template

Last used 1 week ago

You Stay in Control

Every number links back to its source document. Review each section, verify citations, and approve or regenerate. Nothing goes out without your sign-off.

Section 5: Revenue

YearRevenue
2024$12.4M[1]
2025$16.8M[2]
2026$22.1M[3]
2027$28.9M[4]
2028$36.2M[5]

Gets Smarter With Every Deal

Download in Word or PDF, in your firm's exact format. The system learns from your edits and corrections, improving accuracy with each report you run.

Report Ready

Download in your firm's format

Word

Investment_Memo_Final.docx

Microsoft Word format

PDF

Investment_Memo_Final.pdf

PDF format

Enterprise-grade Security

Your data privacy and security are paramount.
Lucid Model is built with industry-leading, robust security measures.

🔐

End-to-End Encryption

All data encrypted at rest and in transit

🚫

Zero Data Retention

We never store your deal data

📋

Full Audit Logs

Track every AI action and decision

Unlock Professional Class AI for Your Firm

Get in touch with us to schedule a demo or learn more about Lucid Model