The AI Copilot Designed for Investors
Move faster from research to conviction with deep company insights, efficient diligence, and sharper investment decisions
The Gradient Finance Research Copilot accelerates your investing process
The Gradient Finance Research Copilot accelerates your investing process
The Gradient Finance Research Copilot accelerates your investing process
Purpose-built for investment teams
Knowledge
Deep Investment Research
Investigate complex financial questions with an AI trained as a financial expert
Leverage SEC filings, transcripts, presentations, web, private data, and more
Designed for how investment teams operate, delivering the key insights that fuel conviction
Achieves 98.5%+ accuracy when reasoning over a sample benchmark of financial data
Assessment
Comparative Analysis
Rapidly assemble large scale AI analysis in a single view
Unify all critical data—both primary and secondary—into one platform built for seamless investment analysis
Enable deeper conviction by contrasting strategic positioning, financial health, growth levers, and more—all at a glance
Remove blind spots with a structured layout that enhances investment team efficiency and focus
Deep Dive
Document Intelligence
Deep investment document intelligence with structured reporting
Focus your team’s attention on judgment and decision-making—not document parsing
Extract key statements, figures, and disclosures in seconds, all backed by verifiable citations
Leverage both structured and unstructured data seamlessly
objective
Increase Customer Growth by 10%
objective
Increase Customer Growth by 10%
objective
Increase Customer Growth by 10%
DATA
DATA
DATA
Customer database
Customer database
Customer database
Marketing CRM
Marketing CRM
Marketing CRM
Files
Files
Files
new-customers-q3.pdf
new-customers-q3.pdf
new-customers-q3.pdf
August Campaigns
August Campaigns
August Campaigns
Quarterly Planning
Quarterly Planning
Quarterly Planning
newsletter-signups.csv
newsletter-signups.csv
newsletter-signups.csv
Step 01
Seamless integration
Gradient integrates into all of your existing data sources to pull in your institutional knowledge. No data preparation needed.
Consolidates data from multiple sources into a structured format
Handles both structured and unstructured data seamlessly
Provides quick access to organized information for further analysis
Knowledge
Deep Investment Research
Investigate complex financial questions with an AI trained as a financial expert
Leverage SEC filings, transcripts, presentations, web, private data, and more
Designed for how investment teams operate, delivering the key insights that fuel conviction
Achieves 98.5%+ accuracy when reasoning over a sample benchmark of financial data
Knowledge
Deep Investment Research
Investigate complex financial questions with an AI trained as a financial expert
Leverage SEC filings, transcripts, presentations, web, private data, and more
Designed for how investment teams operate, delivering the key insights that fuel conviction
Achieves 98.5%+ accuracy when reasoning over a sample benchmark of financial data
Step 02
Transformation
The Gradient platform combines your institutional knowledge with intelligent transformation to power critical workflows at the highest accuracy.
Incorporates human feedback to align the AI system to your team's needs
Applies multi-step logic and reasoning to automate complex tasks
AI automatically re-shapes, modifies, combines, and reconciles your data
Assessment
Comparative Analysis
Rapidly assemble large scale AI analysis in a single view
Unify all critical data—both primary and secondary—into one platform built for seamless investment analysis
Enable deeper conviction by contrasting strategic positioning, financial health, growth levers, and more—all at a glance
Remove blind spots with a structured layout that enhances investment team efficiency and focus
Assessment
Comparative Analysis
Rapidly assemble large scale AI analysis in a single view
Unify all critical data—both primary and secondary—into one platform built for seamless investment analysis
Enable deeper conviction by contrasting strategic positioning, financial health, growth levers, and more—all at a glance
Remove blind spots with a structured layout that enhances investment team efficiency and focus
Report will be generated daily
Report will be generated daily
Report will be generated daily
Step 03
Continuous improvement
After deployment, Gradient provides comprehensive monitoring to ensure your AI systems are operating at their highest potential.
Tracks accuracy over time to ensure long-term success
Integrates directly into existing software and tools
Maintains the highest level of privacy and compliance from start to finish
Deep Dive
Document Intelligence
Deep investment document intelligence with structured reporting
Focus your team’s attention on judgment and decision-making—not document parsing
Extract key statements, figures, and disclosures in seconds, all backed by verifiable citations
Handles both structured and unstructured data seamlessly
Deep Dive
Document Intelligence
Deep investment document intelligence with structured reporting
Focus your team’s attention on judgment and decision-making—not document parsing
Extract key statements, figures, and disclosures in seconds, all backed by verifiable citations
Handles both structured and unstructured data seamlessly
5-10x
Increase in Research & Analysis Throughput
40%
Reduction in Overall Operational Cost
70%+
Reduction in Hours on Manual Data Tasks
5-10x
Increase in Research & Analysis Throughput
40%
Reduction in Overall Operational Cost
70%+
Reduction in Hours on Manual Data Tasks
5-10x
Increase in Research & Analysis Throughput
40%
Reduction in Overall Operational Cost
70%+
Reduction in Hours on Manual Data Tasks
Powering every investment team
Private & Public Equity
Investment Banking
Hedge Funds
Credit
Venture Capital
Private & Public Equity
Source, screen, and evaluate opportunities faster with a copilot that understands company narratives, filings, and diligence data—end to end.
PE
Accelerated Diligence
Quickly surface red flags, growth drivers, and strategic insights across filings, presentations, and internal reports.
PE
Comparable Company Analysis
Instantly benchmark targets or portfolio companies across financials, KPIs, and strategic narratives.
Powering every investment team
Private & Public Equity
Investment Banking
Hedge Funds
Credit
Venture Capital
Private & Public Equity
Source, screen, and evaluate opportunities faster with a copilot that understands company narratives, filings, and diligence data—end to end.
PE
Accelerated Diligence
Quickly surface red flags, growth drivers, and strategic insights across filings, presentations, and internal reports.
PE
Comparable Company Analysis
Instantly benchmark targets or portfolio companies across financials, KPIs, and strategic narratives.
Powering every investment team
Private & Public Equity
Investment Banking
Hedge Funds
Credit
Venture Capital
Private & Public Equity
Source, screen, and evaluate opportunities faster with a copilot that understands company narratives, filings, and diligence data—end to end.
PE
Accelerated Diligence
Quickly surface red flags, growth drivers, and strategic insights across filings, presentations, and internal reports.
PE
Comparable Company Analysis
Instantly benchmark targets or portfolio companies across financials, KPIs, and strategic narratives.
Learn with Gradient Academy
Learn with Gradient Academy
Learn with Gradient Academy
© 2025 Gradient. All rights reserved.
© 2025 Gradient. All rights reserved.