AI Operating system for
investment offices
Institutional-grade security. Agents on top of your governed data. Humans and AI working in one workspace.
Schedule a demoEvery data point your team touches — investor relations, investment, operations. Mapped, permissioned, and live.
Governed memory layer
Permissioned · cited · auditable
Investor Relations
People + agents
Team
Agents
Investment Team
People + agents
Team
Agents
Operations / Backoffice
People + agents
Team
Agents
A day, off your desk.
Deal flow, monitoring and LP reporting handled by supervised agents — so your team stays on the relationships.
Use Lua Invest where you already work. A desktop app for deep work — and every agent callable from email, Slack, Teams, SMS and WhatsApp.
Knowledge that compounds. Everything the agents read and produce lands in one governed memory — permissioned across your team, cited, and queryable from day one.
Nothing leaves without a signature. Outward-facing work is held for sign-off by default; every approval is written to the audit trail.
A general partner’s Tuesday
from the audit trail
07:12
Daily Brief Agent
Morning brief delivered — three items need you.
08:40
Deal Screener Agent
Twelve inbound decks screened; two advanced to IC with memos.
10:05
Capital Call Notice Agent
Q2 notices drafted with pro-rata shares.Held for you
13:30
Meeting Prep Agent
IC pack assembled from this week’s pipeline, sources cited.
16:20
DDQ / RFP Response Agent
Maple Ridge DDQ drafted; three flags for your review.Held for you
17:45
You
Notices approved and sent. Logged to the audit trail.Signed
Built for control and clarity.
From scattered data to unified intelligence — a secure framework to manage investments, and understand them.
Secure by default. End-to-end encryption, tenant isolation and permissioned agents. Every action is audited — no exceptions, no dark corners.
One source of truth. Administrators, data rooms, CRM, email and files connected into a single governed memory your whole team works from.
Synthesis, not fetching. AI that flags risk, surfaces insight and cites everything — so judgment stays with you.
Reporting without the grind. Quarterly letters, IC memos and ad-hoc analysis drafted from live data in your voice — always human-approved before release.
Agents that do the work. Specialists reconcile capital calls, chase documents, monitor covenants and brief you before every meeting.
Governance you can prove. A complete, exportable audit trail of every query, action and approval — built for compliance reviews and DDQs.
The platform trusted to run enterprise AI workforces.
Lua Invest runs on the Lua platform — enterprise-grade security, fine-grained governance and a proven agent framework, tailored to the demands of the investment office.
SOC 2 Type II and GDPR compliant, with tenant-level isolation and regional residency where you need it.
Human-in-the-loop by default. Anything outward-facing — to an LP, administrator or counterparty — is held for sign-off.
Never trained on. Your data is never used to train models — contractually.
Every agent action, governed end-to-end
one action’s path
01
Agent requests action
reporter-agent · draft LP letter
02
Permission check
scoped to your policy
03
Human approval
held for sign-off
04
Logged to audit trail
immutable · exportable
Answered, plainly.
In your own isolated tenant, encrypted at rest and in transit. We support regional residency requirements, and your data is never commingled or used to train any model — yours or anyone else’s.
Only where you explicitly allow it. Outward-facing actions — anything sent to an LP, administrator or counterparty — are held for human approval by default. Every allow and every hold is written to the audit trail.
Minutes. Connect your firm’s memory and tools, and Lua Invest collects the context to start providing value from day one.
Yes. Lua Invest connects to the major fund administrators, portal providers, drives and inbox workflows. If a source only exists as PDFs in an inbox, our agents can work with that too.
Generic copilots chat. Lua Invest operates: purpose-built agents, investment-office data models, and provable governance. It’s the difference between asking a chatbot questions and running a supervised AI workforce.
See your office, running on Lua.
A private, 45-minute walkthrough tailored to your structure. No presentation — we’ll show you the real workspace.
Confidential · NDA on request · Security docs available