Overview

Learn

Company

The AI Copilot Designed for Investors

Move faster from research to conviction with deep company insights, efficient diligence, and sharper investment decisions

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.

Get started with the most powerful finance AI today

Get started with the most powerful finance AI today

Get started with the most powerful finance AI today

© 2025 Gradient. All rights reserved.

Learn

Company

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© 2025 Gradient. All rights reserved.

© 2025 Gradient. All rights reserved.