AI-Native Investment Research, Forensic Audit & Wealth Management · USA & India

Memos.
Audits.
IC packs.

Get a decision-ready memo, audit, or IC pack — encoded with your firm's framework and delivered within one business day.

Send a Company Book a Call
32
Forensic rules
per audit
20yr
Buy-side, sell-side
& banking
100%
Human review,
every output
Forensic Audit · FY2025
[Client Company — Redacted]
Large-Cap · Auto / Manufacturing · India
LARS Risk Score
76/100
Elevated Risk
12
Flags
9
High severity
Top Red Flags
HIGH Beneish M-Score Breach Rule 01
M-Score −1.82 breaches the −1.78 manipulation threshold. Three-year deterioration: −2.41 → −2.18 → −1.82.
HIGH OCF / Net Income Divergence Rule 07
OCF/NI ratio: 0.91 → 0.74 → 0.61 across FY23–FY25. Sustained sub-0.80 signals earnings quality deterioration. Peer avg 0.88.
12 flags. 3 material. Every flag traced to the page.

The Problem

Great research is rare.
Research that compounds is rarer.

Three things break most financial work — and they break together.

01
Slow
A proper view takes weeks. By delivery, the window has moved — or the analyst has moved on.
02
Memory fades
What was learned about a company last year rarely makes it into this year's view. Insight walks out the door with the analyst.
03
Process drifts
Under pressure, discipline slips. Bear cases get soft. Frameworks bend toward the conclusion the team already wants.

We rebuilt all three from scratch.

What We Deliver

Three products.
One discipline.
All three customized to you.

Not tools. Not dashboards. Finished work — built around your framework, or to our best-in-class default if you want one. Human review, every output.

01 ——

Forensic Audit

32-rule engine · adversarial · every flag cited to page

Send us a company or annual report. We identify every red flag, severity-rate each finding, and trace it to the exact page. The system stays on after delivery — monitoring every filing and regulatory event, tracking whether risks improve or worsen, alerting you when anything new surfaces.

  • Red flags with severity classification and LARS risk score
  • Accounting, earnings quality, governance, and cash flow patterns detected
  • Every finding cited to page — fully defensible, audit-trail ready
  • System monitors every subsequent result and regulatory filing
  • Tracks progress on flagged risks — improving, worsening, or new
  • Alerts sent when new red flags emerge between annual cycles
Rules calibrated to your audit risk appetite. New rules added on request. Output format matched to your reporting standards.
02 ——

Investment Research

Decision-ready memo · live model · framework-encoded

Send us a company name. We find the filings, build the financial model, and deliver a full investment report — encoded with your firm's framework, not ours. The system then runs on its own — monitoring continuously, refreshing the model, alerting you when something material changes.

  • Full investment report — thesis, bear case, valuation, financial model
  • Bull / base / bear scenario analysis with price targets
  • System finds filings, earnings, and material news automatically
  • Financial model updates itself every results cycle
  • Bear case argued as hard as bull — every change of view logged
  • Compounding memory — every cycle makes the next report sharper
Your filters, your thresholds, your output format — value, quality, growth, macro, sector-specific.
03 ——

Wealth Management

Per-client engine · client framework · always-on

Send us your client list and your review cadence. We build a per-client engine — IC packs, performance commentary, portfolio monitoring, talking points — encoded with your firm's client-fit framework. Every client tracked. Every meeting prepped. Nothing slips through.

  • Full IC pack built automatically — commentary, performance, allocation, risk
  • Per-client profile: goals, time horizon, risk tolerance, tax posture, life events
  • MF, PMS, AIF benchmarked — underperformers flagged after two quarters
  • Talking points generated before every client meeting
  • Continuous monitoring — no client falls through the cracks
  • Compounding memory — context carries across every review
Built to your IC format, your client segments, your review cadence — and your client-fit framework.

Custom by Design

Built around your framework —
not ours.

We don't give you access to a generic system. We build yours — encoded with your investment philosophy, your audit rules, your report format — from the ground up.

The discipline is fixed. The framework, the thresholds, the outputs — those are yours.

01
Your filters
The checklist that defines a company you'd buy — encoded exactly as you run it today. Not a template we hand you. Your criteria, built in.
02
Your thresholds
Your definition of quality, moat, management, valuation — calibrated to your style. Forensic rules weighted to your audit risk appetite. Wealth management benchmarks set to your product and client universe.
03
Your outputs
Memo format, model structure, IC pack layout, report cadence — matched to how your team already works. No retraining. No new interfaces to learn.
04
Or our default if you want one
No existing framework? We deploy our best-in-class default for your style — value, quality, growth, macro, sector-specific, or forensic — and refine from there. Every engagement starts with understanding what you actually need.

Two Ways to Work With Us

Mode 01

Managed Output Delivery

Send us a company name or filing. We return finished, decision-ready work — investment memo, forensic audit, or IC pack — directly to you. No software, no setup. Live from day one.

Ideal for: teams who want immediate output without any integration
  • Zero setup — live within 24 hours
  • Output delivered in your preferred format
  • Scales instantly — one request or a hundred
  • Human review on every delivery
Mode 02

White-Label Platform

We build a custom UI on top of our backend — your branding, your interface, your client experience. Your team or clients interact with a product that feels entirely yours. The intelligence runs underneath.

Ideal for: firms who want to embed AI into their own branded product or client portal
  • Custom UI built to your design and workflow
  • Your brand — Lantern Labs invisible to end users
  • Our backend: rule engine, AI narrative, human review, monitoring
  • Evolves as we improve — you always run the latest
Both modes share one backend. Every engagement compounds across both — sector knowledge sharpens with every client, regardless of mode. No generic AI tool or vertical plugin works this way.

The Full Picture

Every alternative — compared.
Honestly.

Where we sit relative to every option you have.

Human Analyst
In-house or outsourced
AI Only
ChatGPT · Gemini · Copilot
SaaS / AI Tools
Bloomberg · AlphaSense · Rogo
AI Vertical Templates
Anthropic plugins · marketplaces
Lantern Labs
AI + human · done for you
Who does the work
Analyst
You prompt it
You operate it
You install & configure
✓ We do
Speed
Days to weeks
Fast — but unreliable
Faster search, same effort
Fast — generic output
✓ Hours, not days
Quality control
Variable by analyst
✕ None — hallucinations
✕ None
✕ Self-checked, no human gate
✓ Human review — every output
Financial domain depth
Depends on hire
✕ Generic
Partial
Generic-finance template
✓ 20yr expertise encoded
Forensic posture
Manual, time-intensive
✕ No
✕ No
✕ Defensive checklist
✓ Adversarial 32-rule engine
Monitors after delivery
✕ Only if asked
✕ No memory
Partial alerts
Per-firm only
✓ Permanent — alerts on change
Compounds across clients
✕ Knowledge leaves with analyst
✕ No memory between sessions
✕ No
✕ Firm-local only
✓ Sector knowledge sharpens
Framework fit
Partially — if briefed
✕ Generic
✕ Fixed templates
✕ Generic-finance
✓ Encoded to yours
Scale
✕ Headcount limits coverage
Scales — quality degrades
Scales search, not output
Scales — quality flat
✓ Unlimited — quality stays constant
Cost shape
High — salary + overhead
Low — but you do the work
Subscription + your time
Subscription + setup + your time
✓ Value-adjusted vs every alternative
"Not a replacement for judgement — a replacement for everything that gets in the way of it."

How It Works

The engagement
from first call to scale.

A deliberate process — designed so every client gets exactly the right output before we scale.

01
Discovery Call
We understand your firm, your workflow, and exactly what you need. No assumptions, no templates.
→
02
System Design
We build your system — your filters, your thresholds, your output format. Designed from scratch around your process.
→
03
First Output
We deliver your first real output. You see exactly what you're getting — before committing to anything further.
→
04
Feedback Loop
You review. We refine. Every cycle tightens the output until it matches your standard — tone, depth, structure.
→
05
Scale
Once exactly right, we scale — more companies, more filings, more clients. The system runs continuously from here.

Who We Serve

Built for teams that need
quality at scale.

Venture Capital
Rapid investment memos on deal flow and portfolio companies. Cover 25 companies with the depth previously possible for 5 — without stretching your team.
Private Equity
Target diligence, portfolio-company monitoring, and exit-readiness review — adversarial forensic on every name, run continuously through the hold.
Family Offices
Institutional-quality research and forensic coverage on equities and credit — without the institutional overhead or headcount.
Capital Markets
Coverage initiation, earnings analysis, and forensic pre-screening — at the speed and scale your desk requires.
Audit Firms
Forensic pre-screening on filings before deep-dive audit. Identify flags that matter before the clock starts — deterministic, defensible, audit-trail ready.
Wealth Managers
IC packs, client reporting, and portfolio monitoring — automated. Every client tracked. No review missed. Talking points ready before every meeting.
Investment Banking
Due diligence acceleration, target screening, and sector forensics — delivered to your timelines, not ours.

The Founder

Tejas Sarvaiya
Tejas Sarvaiya
Founder & CEO — Lantern Labs

Twenty years across capital markets — equity research analyst, fund manager, investment banking head, management consultant — in the United States and India.

Every day either producing or consuming investment research, forensic audits, and client reporting. I know where quality breaks down, and what it costs when it does.

Lantern Labs encodes how that work was actually done — not how AI does it generally. The process is fixed. The framework, and the conviction, are yours.

Domain Experience
20 years across buy-side, sell-side, fund management, investment banking & consulting
Markets
United States and India
Product
Built end-to-end in-house — all code, systems, and frameworks

See what we'd build
for you.

Send us a company, a portfolio, or a filing. We'll run the analysis and return a real output — not a brochure. Response within one business day.

We'll send you a real output — not a brochure. Response within one business day.
What to expect
→ We confirm within one business day
→ First call scheduled to understand your needs
→ Real output delivered — not a pitch deck
Or reach us directly
contactus@lanternlabs.net
Location
Redding, California, USA
Serving United States & India