Lorna

Lorna: The Intelligent Valuation Engine

What is Lorna? Lorna is a professional-grade DCF (Discounted Cash Flow) modeling software designed to simplify intrinsic valuation for equity analysis. It aims to replace traditional Excel-based methods with a faster, more accurate, and visually intuitive approach. Lorna helps investors and financial professionals build compelling investment narratives and perform comprehensive financial analysis.

Key Features:

• Story-Driven Modeling: Link investment narratives directly to financial assumptions and projections, providing a clear and compelling rationale for valuations.
• Flexible Forecasting: Choose forecast periods ranging from 3 to 20 years, with dynamic revenue growth and margin expansion modeling.
• Professional Exports: Export JP Morgan-style Excel models with comprehensive reports and sensitivity analysis.
• LORNA Notes (Premium): AI-powered research summaries to enhance your analysis.

How does Lorna work?

Lorna operates by guiding users through a structured workflow for DCF modeling. This involves:

1. Building Investment Narratives: Defining the story behind the company's future performance.
2. Making Financial Assumptions: Projecting revenue growth, margins, and other key financial metrics.
3. Generating Financial Projections: Automatically creating financial statements based on the assumptions.
4. Calculating Intrinsic Value: Discounting future cash flows to arrive at a present value estimate.
5. Sensitivity Analysis: Assessing how changes in key assumptions impact the valuation.

Pricing Plans:

• Free Plan: $0/forever, includes 2 DCF models per month, 2 interactive share reports per month, 5 searches per month, limited Excel exports, and cloud storage.
• Premium Plan: $8/month, includes 20 DCF models per month, LORNA Notes (AI-powered research summaries), unlimited Excel exports, unlimited interactive share reports, advanced scenario and sensitivity analysis, and priority customer support.

Why is Lorna important?

Lorna streamlines the often complex and time-consuming process of DCF modeling. It provides several advantages over traditional methods:

• Speed and Efficiency: Guided workflows and automated calculations reduce the time required to build and analyze financial models.
• Accuracy: Built-in checks and balances minimize the risk of errors.
• Visual Intuition: Clear and intuitive interface makes it easier to understand and communicate valuation results.
• AI-Powered Research: The premium plan offers AI-powered research summaries to aid in analysis, helping users stay informed about the companies they are valuing.

Where can I use Lorna?

Lorna is designed for a wide range of users, including:

• Investment Analysts: To perform in-depth valuation analysis and make informed investment decisions.
• Portfolio Managers: To manage and optimize their investment portfolios.
• Corporate Finance Professionals: To value companies for mergers, acquisitions, and other corporate transactions.
• Students and Educators: To learn and teach the principles of DCF modeling.

How to start using Lorna?

1. Visit the Lorna website.
2. Create a free account.
3. Start building your first DCF model.
4. Consider upgrading to the Premium Plan for unlimited access and advanced features.

Best way to perform Equity Analysis?

Lorna provides a structured and efficient way to perform equity analysis. By integrating story-driven modeling with flexible forecasting and professional exports, Lorna offers a complete solution for investors and financial professionals. The AI-powered research summaries further enhance the analysis, providing users with the information they need to make informed decisions. By leveraging the power of Lorna, users can gain a competitive edge in the market and achieve better investment outcomes.