Research assistant for analysts

Ask your documents. Get answers you can check.

Lumen Desk reads your filings, transcripts and spreadsheets, answers in plain language, and links every sentence to the page it came from.

Cold-chain coverage · 38 files Last 12 months Cite every sentence
Use cases

The questions analysts ask every week

Earnings season

Compare what was said on this call with the last four, and what changed.

“Where did guidance language soften since Q1?”

Due diligence

Read a data room and list risks with the page each one sits on.

“Which contracts have change-of-control clauses?”

Policy & filings

Track rule changes and pull out the parts that affect your coverage.

“What does the new reporting rule change for mid-size lenders?”

Spreadsheets

Ask about your own models and get the cell range behind the number.

“Which assumption moves 2027 EBITDA the most?”
How it cites sources

Every sentence points to a page you can open

  • Sentence-level references

    Each claim carries a number. Click it and the source opens at the exact passage.

  • Highlights, not summaries

    You see the original wording next to the answer, so paraphrase drift is easy to spot.

  • Disagreements flagged

    When two sources conflict, the answer says so instead of picking one.

  • No source, no claim

    If nothing in your files supports a statement, it says it couldn’t find it.

Security & data handling

Your files stay your files

Plain facts about what happens to what you upload. The full data-handling document is in the trust centre.

Not used for trainingYour documents and questions are never used to train or tune any model.
Deleted when you deleteRemoving a file removes it and its index within 24 hours, backups within 30 days.
Encrypted in transit and at restTLS on every connection, and stored files are encrypted with per-workspace keys.
Choose your regionKeep workspace data in the EU or US. It isn’t copied between regions.
Permissions follow foldersAnswers only draw on files the person asking can already open.
Full activity logEvery question, answer and file opened is logged for admins to export.
Workflow

From PDFs to a draft note

Most teams set up a workspace in an afternoon. Nothing to install, files upload from the browser or a shared drive.

Step 1

Add your sources

Filings, transcripts, decks, spreadsheets and your own notes, up to 2 GB per workspace.

38 files indexed
Step 2

Ask in plain words

Follow up as you would with a colleague. It keeps the thread’s context.

6 questions in this thread
Step 3

Check the evidence

Open any reference, accept or reject it, and mark answers as reviewed.

11 of 12 references accepted
Step 4

Export a draft

Send cited answers to a note with footnotes intact, ready for your edits.

Draft note · 2 pages
Pricing

Early-access pricing, fixed for a year

Per user, billed monthly. Prices in USD.

Solo

$29 / user / month

One analyst, one workspace

  • 500 questions a month
  • 2 GB of sources
  • Export to notes
Join the waitlist

Team

Most teams
$59 / user / month

Shared folders and reviews

  • Unlimited questions
  • 20 GB shared sources
  • Review and sign-off
  • Admin activity log
Join the waitlist

Firm

Let’s talk

Larger teams with their own rules

  • Region choice and data retention rules
  • Single sign-on
  • Dedicated onboarding
Contact us
FAQ

Before you join

Can it make things up?

It can be wrong, which is why every sentence links to a source. If no file supports a claim, it says so rather than guessing.

What files can I add?

PDF, Word, slides, spreadsheets, plain text and web pages you save. Scanned PDFs are read with text recognition.

Does it browse the web?

Only if you turn it on for a workspace, and web sources are labelled separately from your files.

Who can see my questions?

You, and workspace admins through the activity log. Nobody at Lumen Desk reads them unless you ask for support.

How long is the waitlist?

We’re adding about 200 teams a week, in the order people joined. Most wait two to three weeks.

Can I try it before paying?

Yes. Every new workspace gets 14 days on Team with no card required.

Waitlist

Get early access

Tell us a little about your work and we’ll set up a workspace with sample filings so you can try it on day one.

TRJWPN1,860 analysts joined this month

One email when your workspace is ready. No newsletter unless you ask.