Stop Spending
40 Hours Per Week
on Company Research
AI agents that automatically research companies, monitor portfolios, and generate investment memos— with full audit trails for compliance.
See It in Action
Enter any stock ticker to see how our AI agents generate comprehensive research reports
Interactive Demo: AI Research Agent
Enter any stock ticker to see an instant research report
Enter a ticker symbol above to see instant AI-generated research
Try: AAPL, MSFT, or TSLA for detailed examples
Try: AAPL, MSFT, or TSLA for detailed sample reports • Any other ticker for generic demo
The Research Automation Problem
Before: Manual Research
After: AI Automation
What You Get
Choose the automation level that fits your workflow
Company Research
- 30 company reports per month
- Daily news monitoring
- Automated financial analysis
- Email delivery
- Audit trail logs
7-day setup • Cancel anytime
Portfolio Intelligence
- Unlimited company reports
- Portfolio monitoring (50 holdings)
- Daily intelligence digest
- Due diligence assistance
- Custom research templates
- Slack/Teams integration
- Priority support
14-day trial • No credit card
Custom Platform
- Everything in Professional
- Custom agent workflows
- Multi-user access
- API access for integration
- Advanced compliance features
- Dedicated support
- On-premise deployment option
Custom pricing & SLA
How It Works
From onboarding to daily reports in 7 days
Step 1: Setup Call
Share your research needs, coverage universe, and reporting preferences
Step 2: Agent Configuration
We build your custom research agents and integrate data sources
Step 3: Review & Refine
You test the first reports and we adjust based on your feedback
Step 4: Go Live
Daily automated reports delivered to your inbox or Slack
Real Results
How AI research automation transforms investment workflows
$120K
Annual cost savings per analyst (@ $150/hr × 16hrs/week saved)
30 min
Average time to get comprehensive company research report
100%
Audit trail coverage for compliance and regulatory requirements
Mid-Market Asset Manager • $500M AUM
Small Cap Equity Strategy
Challenge
2-person team covering 80+ small-cap stocks. Research taking 25+ hours per week, missing opportunities due to bandwidth constraints.
Solution & Results
Deployed automated research agents with daily monitoring for entire coverage universe.
- Research time reduced to 6 hours/week (76% reduction)
- Expanded coverage to 120 stocks with same team
- Caught 3 earnings surprises before consensus
Family Office • Multi-Strategy
Private Equity & Public Markets
Challenge
Due diligence on private deals taking 60+ hours per transaction. Need consistent framework with audit trails for investment committee.
Solution & Results
Built custom DD agent workflow with automated document analysis and risk flagging.
- DD time reduced from 60hrs to 18hrs per deal
- Standardized checklist across all deals
- Full audit trail for regulatory requirements
Boutique Research Firm
Thematic Equity Research
Challenge
Publishing weekly thematic research notes requiring synthesis of 100+ sources. Clients demanding faster turnaround.
Solution & Results
Created multi-agent research pipeline with automated synthesis and fact-checking.
- Research notes published 2 days faster
- Increased coverage to 15 themes from 10
- Zero factual errors since deployment
Simple, Transparent Pricing
No hidden fees. Cancel anytime. All plans include audit trails.
| Feature | Starter $1,500/mo | Professional $4,500/mo | Enterprise Custom |
|---|---|---|---|
| Company reports per month | 30 | Unlimited | Unlimited |
| Portfolio monitoring | — | 50 holdings | Unlimited |
| Daily intelligence digest | — | ✓ | ✓ |
| Due diligence assistance | — | ✓ | ✓ |
| Custom templates | — | ✓ | ✓ |
| Team collaboration | 1 user | 3 users | Unlimited |
| API access | — | — | ✓ |
| On-premise deployment | — | — | ✓ |
| Dedicated support | Priority | Dedicated | |
| Setup time | 7 days | 7 days | 2-4 weeks |
All plans include: MCP-based agent architecture • ChromaDB vector storage • Full audit trails • SOC 2 compliant infrastructure
Start Your 14-Day Free TrialWhy Gradient Logic?
Built for Finance
Not generic AI tools. Purpose-built for investment research with understanding of financial metrics, regulatory requirements, and fiduciary responsibilities.
Compliance-First
Full audit trails, source attribution, and explainable AI. Built for regulated environments where you need to show your work.
Fast Implementation
Live in 7 days, not quarters. Start with one use case, expand as you see value. No long implementations or complex IT projects.
Common Questions
How accurate are the AI-generated reports?
Our agents achieve 95%+ accuracy on factual data (financials, news, filings). All outputs include source citations for verification. We recommend human review before making investment decisions.
Can I customize the research format?
Yes. We provide templates for common formats (investment memos, daily digests, due diligence checklists) and can create custom templates based on your workflow.
What data sources do you use?
SEC filings (EDGAR), earnings transcripts, news (10+ providers), analyst reports, financial data (via your existing Bloomberg/FactSet), and web sources. We can integrate your proprietary data sources.
Is this compliant with regulatory requirements?
Yes. All research includes full source attribution, audit trails, and timestamps. We build in controls for your compliance policies (e.g., information barriers, restricted lists).
How do you handle data security?
SOC 2 Type II certified infrastructure. Data encrypted in transit and at rest. Option for on-premise deployment for sensitive environments. We never train models on your proprietary data.
What if the AI makes a mistake?
All reports are meant to assist analysts, not replace them. We provide confidence scores, highlight uncertainties, and always include source links for verification. You maintain final decision-making control.
How We Compare
Built for boutique firms that can't afford enterprise pricing
| Feature | Gradient Logic | AlphaSense | Tegus | Bloomberg |
|---|---|---|---|---|
| Annual Cost (per seat) | $1.5K - $4.5K | $12K - $50K+ | $20K - $100K+ | $24K - $30K |
| Pre-built Research Reports | Search only | Search only | Manual | |
| Time to Value | 7 days | 2-3 months | 1-2 months | Training required |
| AI-Powered Analysis | Limited | Basic copilot | ||
| Best For | Boutique firms $50M-$500M AUM | Enterprise $1B+ AUM | PE/VC firms Primary research | All-in-one Large teams |
| Automated Workflows | Manual search | Manual search | Manual | |
| Source Attribution | ||||
| Contract Flexibility | Monthly or Annual | Annual only | Annual only | Annual only |
10x More Affordable
Enterprise-grade research automation at a price point accessible to boutique firms and family offices. No long-term contracts required.
Built for Speed
Pre-built workflows mean you start getting value immediately. No months of training, no complex implementations, no IT projects.
AI-First Platform
Not a legacy platform with AI bolted on. Built from the ground up with modern LLMs and multi-agent orchestration for better results.
See the difference in action
Book a Side-by-Side DemoReady to Automate Your Research?
Get your first AI-generated research report in less than 7 days
Book Demo Call
Show your workflow, see the platform
Get Custom Proposal
Tailored to your research needs
Start Free Trial
14 days, full access, no credit card
Based in Athens • Serving asset managers globally • Built with MCP & ChromaDB