Already running. Now a platform.
The core runs inside a partner-led advisory firm and has been tested on six live client engagements over more than twelve months. The self-serve platform is being built on top of it.
Emily Chen
Managing Partner, Evergrow Advisory. Big Four trained. Leads a live practice across IPO readiness, SEC reporting, technical accounting, SOX and audit support.
Two years of encoded procedures, before the first line of platform code.
Lumistead grew out of Evergrow Advisory, a Big Four trained firm serving a bilingual US and Asia client base. The firm built an internal AI operating system to run its own engagements — cash reconciliations, PP&E rollforwards, ASC 842 schedules, disclosure checklists, PBC triage, pre-delivery quality gates.
The procedures encode partner-level review rules learned on real audits and filings. Lumistead is that system, opened to the companies that need it most and cannot hire for it.
- Live-advisor desk staffed by senior managers and partners who have been through PCAOB audits and inspections
- A regression corpus that must catch every planted defect before a release ships
- Roadmap: design partners Q4 2026, platform launch Q2 2027, auditor portal and white-label after
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