Lorna Overview
Lorna is an intelligent valuation engine designed to streamline and professionalize the complex process of Discounted Cash Flow (DCF) modeling. It empowers financial analysts, investors, and students to perform comprehensive equity analysis with greater speed, accuracy, and confidence. By combining guided workflows with powerful analytical tools, Lorna transforms a traditionally time-consuming task into an intuitive and efficient process. The platform is built to produce professional-grade outputs, allowing users to build compelling investment narratives backed by solid financial projections.
A standout feature is LORNA Notes, an AI-powered tool that generates research summaries, helping users quickly grasp key information. Whether you are a seasoned analyst or just starting, Lorna provides the resources and structure needed to build robust valuation models from the ground up.
How to use Lorna
Lorna employs a structured, step-by-step workflow to guide users through the entire valuation process, ensuring all critical components are covered:
- Company Overview: Begin by building your investment thesis. Define the company's business dynamics, competitive advantages, and the core narrative that will drive your financial assumptions.
- Financial Projections: Set key financial drivers for your model. This includes forecasting revenue growth over a flexible period (3-20 years), defining margin expansion, and estimating capital requirements like CapEx and changes in working capital.
- Valuation Analysis: Lorna automatically calculates the enterprise value and intrinsic share price based on your projections. The platform handles the complexities of DCF mechanics, including terminal value and discount rate (WACC) calculations. Users can perform advanced scenario and sensitivity analysis to test their assumptions.
- Export & Share: Once the model is complete, export your work into professional, JP Morgan-style Excel models. You can also generate comprehensive, shareable interactive reports to present your findings to colleagues or clients.
Core Features of Lorna
- AI-Powered Research Summaries (LORNA Notes): Instantly generate concise summaries of financial research to accelerate your due diligence process.
- Guided DCF Model Builder: A step-by-step workflow that simplifies model creation from investment thesis to final valuation.
- Story-Driven Modeling: Directly link your qualitative investment narrative to quantitative financial assumptions and projections.
- Flexible Financial Forecasting: Model revenue growth and margins over a 3 to 20-year forecast period with dynamic assumptions.
- Professional Exports: Generate industry-standard Excel models and comprehensive, interactive reports for easy sharing and presentation.
- Advanced Scenario & Sensitivity Analysis: (Premium feature) Test the robustness of your valuation by analyzing how changes in key assumptions impact the outcome.
- Comprehensive Learning Center: Access expert guides, articles, and tutorials covering everything from DCF basics to advanced valuation strategies.
- Cloud Storage: Securely save and access your financial models from anywhere.
Use Cases for Lorna
Lorna is a versatile tool suitable for a wide range of financial professionals and enthusiasts:
- Equity Research Analysts: Quickly build, update, and maintain valuation models for a portfolio of stocks.
- Individual Investors: Conduct thorough due diligence and determine the intrinsic value of companies before making investment decisions.
- Finance Students: Learn and apply professional DCF valuation techniques in a structured, hands-on environment.
- Corporate Finance & M&A Teams: Evaluate the valuation of potential acquisition targets or assess the financial viability of internal projects.
- Venture Capital & Private Equity Analysts: Create valuation models for growth-stage companies, including those with no current profits, by focusing on long-term cash flow potential.
Advantages of Lorna
Lorna offers significant advantages over traditional spreadsheet-based modeling:
- Efficiency and Speed: Automates repetitive calculations and provides a structured workflow, drastically reducing the time required to build a model.
- Accuracy and Consistency: The guided process minimizes common errors and ensures a consistent, professional methodology is applied every time.
- Professional-Grade Output: Exports models and reports in formats that meet the high standards of the finance industry.
- Intuitive and Accessible: Simplifies complex concepts and presents data in a visually intuitive way, making it accessible to users of all skill levels.
- Educational Value: The integrated learning resources serve as a valuable tool for mastering financial valuation.
Pricing and Plans
Lorna offers a freemium model to suit different user needs:
- Free Plan ($0/forever): Perfect for getting started. Includes 2 DCF models per month, 2 interactive share reports per month, 5 LORNA Notes searches per month, limited Excel exports, and cloud storage.
- Premium Plan ($8/month): For professionals and power users. Includes 20 DCF models per month, unlimited Excel exports, unlimited interactive share reports, LORNA Notes, advanced scenario and sensitivity analysis, and priority customer support. You can cancel anytime.
All paid plans come with a 30-day money-back guarantee.
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