For Strategy & Operations Firms

Scale Your Methodology.
Productize Your IP.

Use Lumina to codify your firm's proprietary frameworks into AI Agents. Deliver faster insights, protect your margins, and leave behind software, not just slides.

The "Utilization" Trap

Clients are demanding faster results for lower fees. The traditional consulting model is hard to scale. It's time to shift to Asset-Based Consulting.

Knowledge Trapped in People

Your firm's unique value lives in the heads of your Partners. When they aren't in the room, the value drops.

Commoditized Analysis

Generic AI can analyze data instantly. If you are just selling "analysis," you are competing with free tools.

THE FIX

Productized IP

Package your frameworks into Lumina Agents. Sell the outcome (the Agent), not just the hours.

Build Your "Digital Partner"

Use the Lumina Agent Studio to create a custom AI Analyst trained on your specific methodology.

1. Define the Logic (SQL Macros)

Embed your proprietary formulas (e.g., "Adjusted EBITDA", "Inventory Turn Velocity") directly into the Agent so it calculates them perfectly every time.

2. Set the Persona

"You are a Senior Restructuring Consultant. Be critical of high overhead. Focus on cash conversion cycles."

3. Deploy & License

Use the Agent to deliver the project 10x faster. Then, license the Agent to the client for a recurring monthly fee.

agent.json
{
  "name": "M&A Due Diligence Bot",
  "role": "Private Equity Analyst",
  "capabilities": [
    "Identify 'One-Time' Expenses",
    "Calculate Customer Concentration",
    "Flag declining cohort retention"
  ],
  "system_prompt": "You are a skeptical PE investor.
   Your goal is to find risks in the Target's data.
   Focus on:
   1. Unexplained jumps in 'Other Revenue'.
   2. Customers > 10% of total revenue.
   3. Churn trends in the last 3 months."
}

What Will You Build?

The Diligence Agent

Automatically ingests a Data Room dump (GL, Sales, Payroll). Instantly flags Quality of Earnings (QoE) adjustments and concentration risks.

  • Normalized EBITDA Calc
  • Churn Waterfall Analysis

The Efficiency Agent

Connects to ERP/Logistics data. Identifies working capital trapped in inventory and spots procurement leakage.

  • Dead Stock Identification
  • Vendor Price Variance

The Org Health Agent

Analyzes HRIS and survey data to predict attrition risks and identify "single points of failure" in the org chart.

  • Span of Control Analysis
  • Flight Risk Detection

Ready to Productize Your Firm?

The Agent Studio is currently in private beta for qualified firms.

Apply for Developer Access