AI-native financial modelling · Greater China

The whole valuation picture, brought to light.

Lumi builds, maintains, and monitors financial models end-to-end — private or public companies, new models or existing, bilingual in and out, and China-compliant by design.

Hedge fundsPrivate equityVenture capitalInvestment banksEquity researchFinancial advisersInvestor relationsStartups / SMBs
The problem

Analysts covering Greater China are working in the dark.

Financial professionals covering Chinese and Hong Kong companies are underserved by AI tools for fundamental valuation and modelling work. Hours disappear into building and updating models, setting up comps, translating real-world changes into model insights, and auditing — and the problem is sharpest for private companies, where data is scarce.

Tooling

AI copilots aren't built for valuation work

China copilots focus on screening and Q&A; US AI modellers cover public English-language names. Outputs arrive unlinked across sheets — so deliverables still need manual linking and re-auditing.

Coverage

A void in private-company coverage

Private companies are a sizable piece of the Greater China market, yet their data is non-public and unstructured — models are still built and updated entirely by hand.

Compliance

Data law keeps foreign tools out

China's Data Security Law restricts cross-border export of Chinese financial data. Solutions processing CSRC and HKEX data offshore face legal challenges — the gap needs a China-native, compliant platform.

Bandwidth

Maintenance consumes the day

Updating financials is slow and error-prone — leaving less bandwidth to monitor the market developments that actually move a thesis.

How Lumi works

From raw filings to full clarity.

Start from wherever you are — a data room, a ticker, or a model you already own. Lumi returns one linked workbook: operating model, DCF, comps, and a valuation memo that together form the whole picture.

Start from

Private company

Drop in source filings — Excel, PDF, management documents, cap tables, decks.

Public company

Give a ticker; Lumi auto-pulls CSRC and HKEX filings — or drop files in directly.

Existing model

Lumi streamlines the structure and improves the model where necessary, setting it up for ongoing updates and monitoring.

→
The engine

Builds the model, links every cell to its source where appropriate, runs QA and accuracy checks — and asks you for context or forward assumptions where it matters.

→
You receive

One linked workbook

Operating model · DCF · comps analysis · other valuation outputs — fully linked, in Excel you own.

Comps with similarity ranking

Comparables generated for the target with a proprietary % similarity ranking.

Valuation memo

Bilingual, investor-ready notes to accompany the numbers.

And it doesn't stop at delivery

Ongoing model management

Model updates

Ingest updated private financials or pull fresh public filings — historicals refresh and projections re-drive automatically.

Monitoring & idea generation

Lumi tracks real-world data and material developments — like moves in your comps — and suggests modelling changes back to you.

Auditability, always

Every cell source-linked where appropriate, with QA and accuracy checks — so you spend your time on judgement, not rechecking.