Institutional AI for Investment Research

A secure, agentic research platform for Wealth Management, Public Equity, and Private Markets teams. Faster synthesis, defensible outputs, and portfolio‑relevant insights—governed end‑to‑end.

Scientia est potentia.

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Platform Overview
// Coverage: ANZ first. Live: NZX, ASX // Coming soon: NASDAQ, NYSE, Toronto // Private companies: Global coverage (live) // Coverage: ANZ first. Live: NZX, ASX // Coming soon: NASDAQ, NYSE, Toronto // Private companies: Global coverage (live)

Why Now

Research velocity and coverage expectations are rising while compliance, data sprawl, and model risk intensify.

Traditional automation improves throughput, not judgment. Lucent compounds analyst expertise with AI governed for institutional use.

// PLATFORM OVERVIEW

PLATFORM

Enterprise-Grade Infrastructure

OpenAI Claude Grok Gemini

All frontier LLMs, orchestrated.

Access GPT-5, Claude Opus 4.1, Grok 4, and Gemini 2.5 Pro through a single, unified interface.

Agent 1 Agent 2 Agent 3 Agent 4

Sophisticated agentic research pipeline.

Purpose-built agents handle everything from data ingestion to synthesis, working in concert to deliver comprehensive analysis.

Lucent

Lucent Aggregation Layer.

Our proprietary layer synthesizes multi-model outputs, grounds them in source documents, and maintains full version control.

Lucent Portal Plus White Label

White-label portal for your firm.

Dedicated instance with your brand, your governance rules, and your compliance framework.

How It Works

From data ingestion to actionable intelligence—purpose-built for institutional research workflows.

Ingest

Synthesize

Analyze

Act

01.

Public filings, earnings, transcripts, news; private data rooms; custom data feeds; CRM/PM systems. Configure once, permissioned to your firm.

02.

Model-of-models approach across frontier LLMs; Lucent aggregation reconciles, cites, and scores confidence.

03.

Interactive research workspace. Edit DCF assumptions, run scenarios, select peers with AI Peerfinder. Changes cascade through the entire report—quant and qualitative.

04.

Real-time alerts and materiality scoring, portfolio and risk signals, CRM/advisor workflows, exports to firm templates.

CAPABILITIES

Institutional-Grade Features

LUCENT transforms your research process from manual labour to strategic oversight.

Research Workspace

Research Workspace

  • Fully editable, auditable, and interactive
  • DCF, comps, and scenario modeling with cascading updates
  • AI Peerfinder for intelligent comps selection and rationale
  • Custom output levels: analyst-grade depth and client-ready summaries
Research Workspace Interface
Predictive Power

Predictive Power

  • Benchmarking via LucentBench—our accuracy framework for equity research
  • DCF, comps, and scenario modeling with cascading updates
  • AI Peerfinder for intelligent comps selection and rationale
  • Custom output levels: analyst-grade depth and client-ready summaries
Predictive Power Whitepaper
Alerts & Triggers

Alerts & Triggers

  • Real-time parsing of filings and events with impact assessment
  • Portfolio-level relevance and risk flags
  • Triggers for deeper research or CRM outreach
Alerts & Triggers Interface
Integrations

Integrations

  • Data rooms (instant understanding)
  • CRM/PM tools and custom data feeds
  • Model Context Protocol (MCP) support
  • API and document exports to Word/PDF/Slide templates
Integrations Dashboard
Security & Governance

Security & Governance

  • Enterprise SSO, RBAC, encryption in transit and at rest
  • Customer data isolation; never used to train shared models
  • Full audit logs, versioning, and citations
  • Private cloud/VPC deployment options
  • Configurable guardrails for model governance
Security & Governance Dashboard
USE CASES

Built for How You Work

Wealth Management

Wealth Management

Event-driven notes, house views, advisor-ready briefs, CRM triggers.

Public Equity

Public Equity

Initiations, updates, earnings workflows, thematic research, risk scenarios.

Private Equity/Venture

Private Equity/Venture

Dataroom synthesis, sector mapping, investment memos, competitive scans.

Accelerate Research

Accelerate Research

Reduce time from brief to publish. Increase coverage without increasing headcount.

Improve Consistency

Improve Consistency

Citation-rich outputs, versioned assumptions, and governed workflows that satisfy compliance.

Analysts on Judgment

Focus Analysts on Judgment

Cut the mundane data processing. Elevate your team to focus on insight and decision-making.

COVERAGE

ANZ First, Globally Positioned

LIVE

Public Markets

NZX • ASX

Complete coverage of Australia and New Zealand exchanges with real-time data integration.

LIVE

Private Companies

Global Coverage

Data room analysis and private company intelligence worldwide.

COMING SOON

Global Expansion

NASDAQ • NYSE • Toronto

Major global exchanges rolling out throughout 2025.

DEPLOYMENT

Enterprise Onboarding

White-glove implementation designed for institutional requirements.

01

Dedicated Lucent Portal

Your own branded instance with custom governance rules and compliance frameworks.

02

Pilot Program

Targeted coverage set, integrations, and governance configuration tailored to your workflow.

03

Rollout Guidance

Full support for compliance and model governance teams throughout deployment.

PROOF

Transparent Methodology

We believe institutional AI should be measurable, explainable, and accountable.

LucentBench Whitepaper

Dedicated instance with your brand, your governance rules, and your compliance framework.

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Security

Architecture, data handling, and governance controls documentation.

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Case Studies

Client success stories and implementation case studies available under NDA.

Learn More
FAQ

Frequently Asked Questions

How does Lucent differ from consumer AI tools?

LUCENT is purpose-built for institutional investment research with enterprise-grade governance, security, and compliance. Our model-of-models approach eliminates single-model bias, and all outputs are auditable, versioned, and fully cited. Your data is isolated and never used to train shared models—something consumer AI tools cannot guarantee.

How can I trust the AI's output?

Trust is built through transparency and robustness. By using a "committee" of frontier LLMs (GPT-5, Claude Opus 4.1, Grok 4, Gemini 2.5 Pro), we mitigate the biases and weaknesses of any single model. We provide confidence scores, highlight disagreements between models, and ground every insight in source documents with full citations. Our LucentBench framework provides transparent methodology for evaluating accuracy.

What is your market coverage?

We currently cover the Australian (ASX) and New Zealand (NZX) exchanges comprehensively, with NASDAQ, NYSE, and Toronto Stock Exchange coming soon. For private companies, we provide global coverage through our data room analysis capabilities. This ANZ-first approach allows us to provide unparalleled depth and data pipeline integrity.

How does this integrate with my existing workflow?

LUCENT is designed to complement your existing process. Use it for initial idea screening, deep-dive due diligence on new positions, or continuous risk monitoring of your current portfolio. We integrate with CRM/PM systems, support custom data feeds, and provide API access (on Lighthouse plan) for full workflow integration. Document exports to Word/PDF/PowerPoint templates match your firm's existing formats.

What security and compliance features do you offer?

Enterprise SSO, RBAC, encryption in transit and at rest, full audit logs, version control, and customer data isolation. Your data is never used to train shared models. We offer private cloud/VPC deployment options and configurable guardrails for model governance. All outputs include full citations and are designed to satisfy institutional compliance requirements.

Bring AI into Your Investment Firm—Safely

Schedule a private briefing to see your research workflow in Lucent.