For emerging PE firms and independent sponsors

The first look at every deal, done for you.

Forward a teaser, CIM, or broker email. Gradien reads it against your fund’s thesis and returns a one-page memo: fit, flags, and a pass-or-pursue call.

Book a working session Concierge pilot · nothing to install · your criteria stay yours

The memo is the product.

One page per opportunity. Every claim traced to its source line, so a partner can check any call in seconds.

Gradien — Screen Whitfield Capital · criteria v3

ScreensProject FalconFirst-look memoreceived 09:12 · memo 09:13

First-look memo · one page

Project Falcon

via broker (Halloran & Co.) · CIM, 42 pages · industrial services, Southeast US

Pursue — partner call 5 of 6 criteria fit

Fit

Industrial services; route-density model matches thesissrc://thesis/sector
EBITDA $6.1M — inside your $4–9M bandsrc://cim/p.11
Founder-led, second-generation ownershipsrc://cim/p.4

Flags

Top customer is 38% of revenuesrc://cim/p.17
$840k of addbacks unverifiedsrc://cim/p.23
No audited financials before 2023src://cim/p.9

Paths

Your operating partner knows the sell-side MDsrc://network/paths
Broker sent 2 closed-fit deals in 12 monthssrc://inbox/history

Call

Real process, thesis-fit economics. Concentration is the deal question — worth a partner hour this week, not a pass.

screened against criteria v3 · 6 checks · 41s · every claim links to its source page

The same screen, every week.

Your written criteria become the checklist. Every inbound document runs the full set — no shortcuts on a busy Friday.

Thesis fitEBITDA bandSector matchTransaction readinessAddback auditCustomer concentrationBroker scoreProcess timelineThesis fitEBITDA bandSector matchTransaction readinessAddback auditCustomer concentrationBroker scoreProcess timeline

GeographyRevenue qualityCapex normalizationWarm-intro pathsWorking capitalManagement depthPrior passesSize rangeGeographyRevenue qualityCapex normalizationWarm-intro pathsWorking capitalManagement depthPrior passesSize range

Gradien — Inbound

Inbound	Source	Thesis	EBITDA	Readiness	Call
Project Falcon · CIM, 42 pp	Halloran & Co.	fit	$6.1M	banked · audited	pursue
Hollis & Sons HVAC · teaser, 6 pp	direct outreach	fit	$2.8M	no financials	watch
Meridian Foods · broker email	Crestbrook Adv.	off-thesis	$5.4M	banked	pass
Coastal MSP · CIM, 38 pp	Halloran & Co.	adjacent	$4.6M	2-yr books	watch
Project Ridgeline · CIM, 41 pp	Beacon Partners	reading — p. 12 of 41 against criteria v3…

5 inbound · showing 1–5 of 18 this quartercriteria v3 · median first look 47s

A pilot, not a rollout.

Concierge-style, a handful of funds at a time. You forward live deal flow; we tune the screen with your feedback. Weeks, not quarters — and nothing changes in your systems.

01
Send the deal
Forward the teaser, CIM, or broker email to your Gradien address — or let it watch the 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, not guessed.
03
You get the memo
Fit, flags, and a recommendation, every claim traced to the source. 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