What is
Gradient.AI
?
Gradient AI is the only finance research copilot specifically designed to accelerate research and strengthen conviction for investment professionals. The platform enables users to unlock proprietary data integration, perform deep financial research, and generate rapid insights from investor presentations, SEC filings, market data, and third-party sources. Built with enterprise-grade security and SOC 2 Type 2 compliance, it offers rigorous research capabilities that help investment teams cover more opportunities while maintaining the highest standards of data protection.
Key Features
- Proprietary Data Integration: Seamlessly connect entire knowledge base
- Deep Financial Research: Tackle complex investment questions with AI
- Multi-source Data Mining: Analyze SEC filings, presentations, market data
- Enterprise Security: SOC 2 Type 2 and GDPR compliance
- Investment Process Optimization: Accelerate research workflows
Who is it for?
- Investment professionals: Equity, credit, and venture capital analysts
- Financial institutions: Banks, hedge funds, and investment firms
- Enterprise finance teams: Large-scale investment operations
Best use cases
- Private & Public Equity: Source, screen, and evaluate opportunities
- Investment Banking: Generate deals by analyzing financials and comps
- Credit Analysis: Accelerate credit research and risk assessment
- Hedge Fund Research: Extract insights from primary and secondary data
- Venture Capital: Evaluate founders, markets, and startups
API Integrations
- Proprietary data integration: Connect existing financial databases
- SEC filings integration: Automated regulatory document processing
- Market data feeds: Real-time financial data connectivity
Security
- SOC 2 Type 2 certified: Enterprise-grade security standards
- GDPR compliant: European data protection compliance
- Data isolation: Customer data never used for training
Implementation
- Enterprise deployment: Typically 4-8 weeks for full implementation with custom data integration and security setup
Best Alternatives
- Bloomberg Terminal: https://www.bloomberg.com/professional/
- Refinitiv Eikon: https://www.refinitiv.com/en/products/eikon-trading-software
- FactSet: https://www.factset.com/
Pricing
- Contact for demo and custom pricing
- Enterprise-grade solution with custom deployment
- SOC 2 Type 2 compliant platform
Pros:
- Purpose-built for finance: Specifically designed for investment research
- Enterprise-grade security: SOC 2 Type 2 compliant
- Comprehensive data integration: Connects multiple financial data sources
- Rigorous research approach: AI trained to think like an analyst
Cons:
- Purpose-built for finance: Specifically designed for investment research
- Enterprise-grade security: SOC 2 Type 2 compliant
- Comprehensive data integration: Connects multiple financial data sources
- Rigorous research approach: AI trained to think like an analyst
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