Today we are announcing Lua Invest. This will be your last AI subscription for investment offices and be the place where humans and AI agents can work together in a unified space.
Launching with Lua Workspaces, Lua Invest is LLM model flexible and vendor agnostic, has a unified and governed memory layer for the whole team, is AI multiplayer by design, and consolidates your AI workflows in a way that helps every member and not just the individual.
No more personal Claude accounts for analyst weekend use, no more fragmented mess of AI point solutions, and no more opaqueness on how your organization is approaching AI.
If this was convincing enough, go ahead and sign up for the waitlist here (and if you are super eager to get this in your hands today we have limited design partner slots available... reach out to me with my email below).
Or feel free to read my story on why Lua Invest is so exciting from a practitioners standpoint…And then sign up at the bottom!
The AI-native investment office
Hi! My name is Connor.
I've sat on the LP side for most of my career and largely loved it. Investing can be a lot of fun, takes you to neat places, and is at a minimum highly intellectually engaging.
And it is amazing to think about how much data and information flow can go through (and be created within) an investment office.
Company reports, manager letters, meeting notes, financial statements, emails, internal messages, reference calls, deeply thought out investment memos. It's all there. Somewhere.
A firm already holds almost everything it needs to make sharper decisions. Which is why it is also so painful when the chaos of managing it all ends up taking you away from the very human element of judgement.
And that’s where I think the opportunity in front of every investment office is right now. Get the firm's own history working for the whole team and use an AI layer to make everyone more effective.
The memo gets written against every comparable you've ever seen. Diligence goes deeper because the context is rich. The Investor Relations team can focus on quality leads and not answering the same diligence question for the fiftieth time. The people spend their hours on the calls that actually need them, and the machine handles the digging and the assembling.
The missing layer
Investors have spent years backing the companies at the forefront of AI (for better or worse!). Only in the last two have offices asked how to use it themselves, and the question starts narrow: which tool to buy next. A ChatGPT seat for the analysts, Copilot for the associates, a point solution for portfolio reporting, an AI chatbot bolted onto the CRM. It made sense while the technology felt experimental, but it has aged fast.
Office after office, it produces the same result: a few motivated people get faster while the firm itself learns nothing. Single-player AI has a ceiling. The work dies at the edge of the chat window, and because nothing is shared, nothing compounds.
There's a tension underneath it, too. Analysts are chomping at the bit, some already routing work through personal accounts, while senior staff stay cautious, and rightly, since they answer for what a model read, sent, or did with confidential data. Both are right: the work is full of drudgery a machine should handle, and you cannot run a fiduciary business on tools you can't govern.
What's missing is the layer that gives analysts speed and seniors oversight at once, and the weight belongs on oversight: AI the office can see and control.
This holds across every kind of firm, from the family office buried in manager diligence to the endowment fund that is dealing with 30+ years of history to the private equity fund sifting through hundreds of deal opportunities.
From tools to a fleet
That layer won't come from buying a better tool. Point solutions each improve the one function it sits on while the gains stay walled off.
What compounds is a fleet: specialist agents working across the tools already in place, coordinated by one governed layer beneath them, all writing back to a shared memory the firm owns. It doesn't replace judgment; it clears the ground so judgment has somewhere to stand.
That layer is what Lua Invest is.
Lua Invest
Lua Invest runs on top of Lua Workspace: one place for a team to use AI, run powerful agents, query their firm's memory, and manage personal workflows. The analyst gets speed and the partner gets visibility on the same screen. Beneath it sits governed memory: one graph, owned by the firm, with per-agent and individual permissions and a full audit trail.
Lua Invest provides a set of agent packages mapped to how an investment office is organised, each lined up with a real function: sourcing, diligence, IC prep, monitoring, investor relations, operations. A firm takes the packages that fit its desks.
Below is an example of what is available in the VC Investment Diligence Package today.The same concept is being built out for Family Offices, LPs, Private Equity Funds and their respective IR/Ops and Back Office functions.
Each agent is useful alone, but the point is they don't stay alone. The research feeds the memo, the screener's read feeds the meeting prep, and everything writes back to the same memory.
Why it compounds
The memory is the moat, and it does the most work where you notice it least. Every agent writes its output back to the same place: DDQ answers, diligence notes, reconciliations, meeting briefs. Compare that to the seat model, where knowledge lives per person and per thread and vanishes when someone closes their laptop.
It changes the test for any AI tool, too. The old test was whether it saved time on the task in front of you. The sharper one is whether it made everything around it more capable. One version of the truth, compounding.
Why it's obvious for the Lua business
There's a distribution point here too. A fund that runs on Lua Invest sits on top of a portfolio of operating companies. Get the funds up to speed first, and each one becomes a way into every business it backs. The investment office adopts Lua Invest, then brings Lua to the portfolio: the finance team at one company, the ops team at another, the same platform underneath all of them. One fund becomes dozens of companies.
If any of this sounds exciting Join the waitlist →
Tell us where you sit, and we'll be in touch as your team of agents comes online.
Connor
Head of Lua Invest
Connor@heylua.ai