Reads the document
Forward the teaser, CIM, or broker email. Gradien extracts sector, size, structure, and financials from the file you already have.
Software that runs
the first look
Tests it against your thesis
The same written criteria, every time. Borderline calls get flagged for you instead of guessed.
Returns a memo
Fit, flags, and a pass-or-pursue call. Every claim traced to a source line. Your team makes the decision.
One memo.
Then you decide.
The more you screen,
the less you reconstruct.
How Gradien works
Send the deal
Forward the teaser, CIM, or broker email to your Gradien address, or let it watch the inbox you already use.
Gradien screens it
Each document is compared against your thesis and your past passes. Nothing is invented past the source line.
You get the memo
Fit, flags, and a recommendation. Your team stays in control of the call.
Questions
What does the pilot actually do?
You forward live deal flow. We set up your written thesis and return a first-look memo on each opportunity: fit, flags, and a pass-or-pursue call, with claims traced to the document.
Do I need to change my systems?
No. Memos land in the inbox or tracker you already use. The pilot is weeks, not a rollout.
What does my team still handle?
The decision. Gradien does the first read and flags exceptions. Partners still take the meetings worth taking.
Who is this for?
Independent sponsors and emerging lower-middle-market funds, generally 2-10 investment professionals, with a written thesis and recurring inbound deal flow.
Who is this not for?
VC funds, large institutional PE, one-acquisition search funds, advisory firms, and teams with low or outsourced screening volume.
What happens after I write?
A short call. We look at how first-look works today and whether a concierge pilot would help. No deck theatre.
Who it’s for
- Independent sponsors and emerging lower-middle-market funds
- Teams of 2-10 investment professionals in the US and Europe
- A written sector, EBITDA, or transaction-size thesis
- Meaningful recurring inbound deal flow
Who it’s not for
- VC funds and large institutional PE
- Traditional one-acquisition search funds
- Advisory firms and fund administrators
- Firms with low or outsourced screening volume