Lorna
AI-powered financial modeling from SEC filings
What is Lorna? Complete Overview
Lorna is an AI-powered investment research platform that transforms SEC filings into comprehensive DCF valuations and financial insights. It eliminates hours of manual reading and analysis by instantly extracting key metrics, generating narrative summaries, and building complete discounted cash flow models. The platform serves individual investors, financial analysts, and investment professionals who need efficient, accurate company valuations. Lorna specializes in processing 10-Ks, 10-Qs, and 8K filings, providing contextual insights with direct citations to source materials. Its unique value lies in combining AI-powered text analysis with professional-grade financial modeling tools in one integrated workflow.
Lorna Interface & Screenshots
Lorna Official screenshot of the tool interface
What Can Lorna Do? Key Features
SEC Filing Analysis
Instantly load and analyze SEC filings (10-Ks, 10-Qs, 8K) with AI that highlights key sections, extracts metrics, and generates narrative summaries with direct citations to source lines.
Investment Research AI Agent
Select any company, open its SEC filing, highlight relevant sections, and receive instant AI-powered insights including contextual analysis and extracted financial metrics.
DCF Builder
Complete discounted cash flow modeling tool with customizable assumptions (WACC, terminal growth, projection years), automated cash flow projections, and share price valuation outputs.
Scenario Analysis
Premium feature enabling multiple valuation scenarios and sensitivity analysis to test how different assumptions impact valuation outcomes.
Excel Integration
Export models and data to Excel format for further analysis and presentation, with Premium offering unlimited exports.
Best Lorna Use Cases & Applications
Investment Research
Analysts can quickly process quarterly filings to identify key trends and valuation drivers without manual reading.
Company Valuation
Create complete DCF models in minutes rather than hours by automatically extracting financial data from SEC filings.
Comparable Analysis
Build multiple valuation models for peer companies using consistent methodology for accurate comparisons.
How to Use Lorna: Step-by-Step Guide
Select a company from the platform's database or load a specific SEC filing
Highlight the sections of the filing you want analyzed (financial statements, MD&A, risk factors, etc.)
Click 'Analyze' to receive AI-generated insights including narrative summaries and extracted metrics
Launch the DCF Builder to create valuation models using the extracted data or your own assumptions
Review valuation outputs including present value of cash flows, terminal value, and equity value per share
Save models, generate reports, or export to Excel for further analysis
Lorna Pros and Cons: Honest Review
Pros
Considerations
Is Lorna Worth It? FAQ & Reviews
Yes, you can cancel your monthly subscription at any time with no long-term commitments.
Your saved models remain accessible, but you'll be limited to the free tier export limits (2 report shares per month and restricted Excel exports).
We offer a 30-day money-back guarantee for all paid plans. Contact support for assistance.
The Premium plan is billed monthly and automatically renews until you cancel. You can cancel anytime from your account settings.
We accept all major credit cards, debit cards, and digital wallets through our secure payment processor.