Lumonic 11.0: Faster and redesigned

Andrew Riess

If you log in today, things are going to look different. Every surface of the app has been redesigned - not just the main views, but every corner you touch. New navigation, new design system, new everything. It's our largest release to date.

Why we redesigned

Lumonic was originally built around a simple world - companies, borrowers, reporters. Since then, the platform has grown to cover funds, securities, tranches, deal rooms, and more. But the interface hadn't kept up. Navigation that once made sense became cluttered. Customers told us this consistently - in demos, feedback calls, the polite way people tell you something isn't working when they still believe in what you're building.

We listened. And rather than patch what we had, we rebuilt it from the foundation - not just for the people using Lumonic today, but for the pace we want to build at going forward. A cleaner architecture means our team ships improvements faster, which means you see them sooner.

What changed

Navigation rebuilt from scratch. The entire app is now organized around how you actually work - not how we happened to build it. Global search with Cmd+K gets you anywhere instantly.

A faster experience where it matters. Initial page load is significantly faster - the app no longer downloads everything the moment you log in, so you get to work quicker regardless of your connection. The compliance tracker was completely rebuilt for performance. Across the board, we've cut unnecessary weight.

The Excel Add-In, reimagined. What used to be a formula tool is now a full Lumonic client inside Excel. Log in the same way you log into the app. Build formulas visually. Import data without leaving your spreadsheet. Write values back with a single function. Even trace data back to source documents - all without switching windows.

Smarter data extraction. Document processing is faster, handles larger files, and preserves original formatting. We've unified the review experience so periodic and static fields live in one place with one publish button.

Reports that flex. Edit individual report runs without losing upstream template updates. Your changes are tracked as adjustments, not copies - so when templates improve, those improvements still flow through to you.

A complete file ingestion pipeline. For high-volume clients, we've built automated file ingestion from S3 - with entity resolution, a quarantine system for anything that doesn't map cleanly, and full admin visibility into what's coming in.

There's more - dashboard controls, cashflow exports, entity relationship graphs, a redesigned borrower portal, external signing for counterparties - but you get the idea.

What's next

This redesign is really about two things: a better experience for customers today, and a better foundation for building tomorrow. Every surface is now easier to use and easier for our team to improve - which means the pace of updates from here only accelerates.


Ready to see Lumonic in action? Request a demo with our team to learn more.
Origination13
Capital relief18
Secondary7
Bank sources the loan, private credit fund holds the asset.
Citigroup / Apollo$25B committed
Largest relationship of its kind. Targets corporate and sponsor-backed loans in North America. Participation from Mubadala and Athene. Sep 2024.
Corporate lendingSponsor finance
JPMorgan / FS, Cliffwater, Shenkman+$65B committed
$10B balance sheet opened Oct 2024. Side-by-side model: JPMorgan originates, private credit firms invest on deals without upfront capital. Increased to $50B + $15B in Feb 2025.
Side-by-sideNon-sponsored
Wells Fargo / Centerbridge$5B+ committed
First large-scale bank-private credit JV. $2.5B equity commitments. ADIA and BCI anchored. Non-sponsored middle market. Sep 2023.
JVNon-sponsored MM
SocGen / Brookfield€10B committed
Real assets credit: power, renewables, data, midstream, transportation. Fund finance. Insurance investor base. Sep 2023.
Real assetsFund finance
BNP Paribas / Apollo (ATLAS SP)$5B committed
Securitization-focused. Investment-grade asset-backed credit. Capital markets collaboration. Sep 2024.
SecuritizationIG ABF
Barclays / AGL Credit Management
AGL Private Credit platform. Large sponsor-backed corporates. ADIA anchor commitment. Apr 2024.
ExclusiveLarge-cap sponsor
PNC / TCW$2.5B committed
Formalizes 15-year collaboration. Anchored by PNC and Nippon Life. Senior secured loans, sponsored + non-sponsored MM. May 2024.
JVMiddle market
Webster Bank / Marathon
PE-backed middle market. Senior secured loans. Three closed deals in 2024 (PK Companies, Sunbelt Modular, Shore Excursions). Jul 2024.
PE-backedSenior secured
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Origination
Capital relief
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Monitor portfolio data from the source—
across every asset class.

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