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Enterprise Layer Intelligence
Categories/AI Analytics/Clade
Clade

Clade

Founded by Jonathan Lipton in 2016

Automate investment research, due diligence, and portfolio monitoring using AI agents

Pricing model

Demo

Rating

★ People love it

Time to value

Quick Setup (< 1 hour)

You can use Clade to turn financial documents, notes, and investment conversations into institutional knowledge. The system uses AI agents to assist investment teams with due diligence, portfolio company monitoring, and deep fundamental research. Instead of manually combing through quarterly reports, earnings calls, and private company materials, you can automate data extraction and workflow processes. This helps capital allocators track financial metrics, model scenarios, and monitor public or private assets with structured analysis.

What Clade does

Extract financial metrics from quarterly and annual reportsSummarize management commentary and earnings callsCompare operational margins across peer group companiesTrack valuation multiples including forward EBITDA and revenueGenerate due diligence research briefs automaticallyMonitor leverage ratios and debt paydown progressAI agents designed for institutional investment workflowsAutomated document analysis for SEC filings and investor decksPortfolio monitoring and metrics tracking across assetsConversion of unstructured notes and calls into structured intelligenceAutomated due diligence checklist processingDetailed valuation and financial performance summarization

Pricing breakdown

Pricing model: Book a demo

Frequently asked

Excel, CRM systems

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Clade, investment research, due diligence, portfolio monitoring, financial analysis, capital decisions, AI agents, institutional intelligence, workflow automation, financial modeling, private equity, hedge funds