What is Lampi AI?
Lampi AI is an AI agent platform for finance professionals such as private equity, investment banking, M&A and consulting teams. A managing agent called Marc watches approved emails, meetings, files and CRM updates, then delegates work to specialist agents that deliver drafts, memos and slides for review.
Analysts spend hours on repeatable tasks: triaging inboxes, reading 200-page CIMs, updating CRMs and building one-pagers. Lampi AI turns those into triggered routines. Instead of waiting for a prompt, agents start from approved signals and hand back reviewable output with source citations. Security options include private VPC or on-premise deployment, European-hosted models and no training on your data.
Main Features
- Marc, a managing agent, delegates tasks to over 50 ready-made specialist agents.
- Triggers work from emails, meetings, CRM updates, file changes, webhooks or schedules.
- Connects to Gmail, Outlook, Teams, Slack, Google Drive, SharePoint, Capital IQ, FactSet and Crunchbase.
- Reads contracts, decks, spreadsheets and scans while preserving tables and charts.
- Builds editable slides and one-pagers in your templates, exported as PPTX or PDF.
- Runs multi-agent grids to screen many companies or documents in parallel.
- Cites sources for every answer and keeps a full audit trail.
- Offers SSO, AES-256 encryption, zero data retention and private deployments.
How to Get Started with Lampi AI
- Click Hire Marc Now on lampi.ai to claim the 500-credit trial offer.
- Connect the email, file and CRM tools you want agents to use.
- Pick ready-made agents or describe a custom one to Marc.
- Approve triggers and review drafts before anything is sent.
Lampi AI Pricing
Lampi uses a monthly subscription with a credit-based system, with prices set after an introductory call. New users can try it with a 500-credit offer.
Who Should Use It?
- Private equity teams screening deals and writing IC memos.
- Investment bankers reviewing CIMs and mapping buyers.
- M&A advisors and lawyers running due diligence.
- Strategy consultants synthesizing research into slides.
- Asset managers producing investor and client reports.
Lampi AI Alternatives
- Aomni: focused on sales account research
- Salesforce Einstein: AI inside the Salesforce CRM
- Otter AI: meeting transcription rather than finance agents
Frequently Asked Questions
How much does Lampi AI cost?
Lampi does not publish fixed prices. It sells a monthly subscription with credits, scoped after an introductory call, and offers 500 credits so new users can try agents first.
Is Lampi AI secure for confidential deal data?
The vendor lists AES-256 encryption at rest, TLS in transit, zero data retention, SSO and role-based access, and says data is never used to train models. Private VPC and offline on-premise deployments are available on request.
Which tools does Lampi AI connect to?
It connects to Gmail, Outlook, Google Calendar, Teams, Slack, Google Drive and SharePoint, plus finance sources such as Capital IQ, FactSet, Crunchbase, Dealroom and Yahoo Finance, and internal CRMs.