For emerging PE firms and independent sponsors

Meet every deal at the first look.

Gradien reads inbound teasers, CIMs, and broker email against your fund’s thesis and returns a short memo: fit, flags, and a pass-or-pursue call.

Request the pilot

A short, concierge-style pilot with a handful of emerging funds. You forward live deal flow; we set up your thesis and tune the screen with your feedback. Nothing changes in your existing systems.

01 · Modules

Screening now. Scorekeeping next.

Storm clearing over a river valley, from Thomas Cole's The Oxbow
Pilot open

First-look screening

Forward inbound deal documents. Gradien extracts financials, sector, geography, and structure, then tests each opportunity against your written criteria. A one-page memo comes back with a recommendation, and every claim traced to its source line.

src://thesis/criteria · traced
Figures at the edge of white chalk cliffs above a dark sea, after Caspar David Friedrich
Coming soon

Deal-flow intelligence

Which brokers and channels send you deals worth a partner’s hour. The screen keeps score over time, so your best sources get your fastest answers.

src://inbox/history · scored
02 · Criteria

The screen is your thesis

Six reads on every document, each traced back to the line it came from. The same test, every week.

Acquisition thesis

Your written thesis is the screen. Every opportunity is tested against it — the same test, every week.

src://thesis/criteria · traced

Sector and size fit

Sector, EBITDA band, geography, and transaction size, read from the document and checked against your ranges.

src://cim/financials · extracted

Transaction readiness

Audited financials, sell-side advisors, timeline signals — how real and how close this process is.

src://cim/process · flagged

Deal-flow quality

Which brokers and channels send you deals worth a partner’s hour. The screen keeps score over time.

src://inbox/history · scored

Tools and workflow

Memos land where you work — your inbox, your pipeline tracker. No new system to learn.

src://workflow/handoff · routed

Warm-introduction paths

Who on your side already knows the seller, the banker, or the operator — surfaced with the memo.

src://network/paths · matched
03 · The pilot

Three steps, no migration

01

Send the deal

Forward the teaser, CIM, or broker email to your Gradien address — or let it watch the deal-flow inbox you already use.

02

Gradien screens it

Each document is compared against your thesis and your past passes. Borderline calls get flagged for you instead of guessed.

03

You get the memo

Fit, flags, and a recommendation, with every claim traced to the source document. Your team makes the call.

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
04 · Standards

Built for a partner’s desk

Traceable by default

Every claim in the memo links back to the source line in the document it came from.

Nothing to migrate

Memos land in your inbox and your pipeline tracker. Your existing systems stay untouched.

Tuned by hand

We set up your thesis and adjust the screen with your feedback across the first weeks of live deal flow.

“Smaller teams have valuable inbound — but the first-pass review is spread across documents, emails, notes, and individual judgment.”

The thesis this pilot tests
The pilot is open

Run your next five CIMs through the screen.

Request the pilot