Clade is AI infrastructure for institutional investment work. It turns documents, meetings, and data into durable context so teams stop rebuilding knowledge from scratch and start compounding it over time.
Clade is built for investment teams operating in complex markets. If your work depends on pulling signals from fragmented data and turning it into capital decisions- while preserving judgment, institutional memory, and accountability- Clade is for you. Our clients include endowments, foundations, RIAs, pension funds, private equity funds, investment consultants, broker-dealers, family offices, OCIOs, etc.
Above your data and inside your workflow. Clade works across your existing systems, connecting information, context, and workflows into one continuous institutional knowledge layer.
General-purpose AI answers prompts. Clade understands investment work. It is built around financial context, institutional workflows, source-grounded outputs, team collaboration, and the long-term memory serious capital decisions require. Clade connects information across documents, data, and investment activity, making institutional knowledge actionable.
Clade understands what most tools miss: relationships across time. What was said. What changed. What mattered. What still needs attention. Most legacy tools simply store information because they were designed in a different era. Clade preserves context and makes it usable.
Research synthesis across broad context windows, IDD/ODD analysis, meeting note capture, portfolio monitoring, comparisons, and IC-ready memos. Clade compresses time-to-insight and surfaces patterns humans miss so teams can focus on judgment and uncovering alpha.
Clade does not make the investment decision. That restraint is intentional. Clade brings the context, evidence, risks, and history forward so your team can make the call with greater confidence.
Yes. Clade assumes your data already lives everywhere. It's built to work across CRM and RMS systems, 3rd party data sources, document repositories, and whatever else your stack includes.
Highly. Off-the-shelf Clade is powerful and ready-to-roll. When needed, our engineering and data science teams customize workflows to fit how clients actually work. We're solutions-first by design.
No. Your data is never used to train internal or public models. Ever.
Yes. Clade adapts to your frameworks, language, and risk lens rather than imposing a generic view of "good investing." When useful, the system can absorb your policies, risk preferences, and standards so outputs reflect how your institution actually thinks.
Absolutely. Clade is built with enterprise-grade security, granular permissions, and full auditability from the ground up. We are SOC 2 compliant and trusted by large, sophisticated financial institutions to operate in highly sensitive environments.
Yes. Clade is designed for use in highly regulated environments and is actively used by government entities, pensions, health care systems, hedge funds, and other institutions with strict governance and compliance requirements.
You retain full ownership of your data at all times. If you ever leave, your data can be exported cleanly and completely. Clade is built to eliminate data walls, not create new ones.
In days, not months. Clade is deployed through configuration, not custom code, allowing teams to see value at T+1 rather than after a long implementation cycle.
Dedicated, white-glove customer success. We work directly with your team on a concrete roll-out plan to ensure Clade is understood, adopted, and used correctly across the organization, because AI only creates value when your colleagues actually know how to use it.
Clade is primarily priced on a per-seat basis. We care about supporting both smaller teams with budget constraints and large organizations that require enterprise pricing and deployment. Our goal is long-term alignment, not friction at the point of entry.
Yes. We're always happy to give a demo tailored to your workflows and the problems you're actually trying to solve- either on Zoom or in person. To request a demo, you can reach us at contact@clade.co.
It's often said: "AI won't take your job, but someone fluent in AI will". Clade gives you that fluency. Think of it as a chance to level up (and get promoted), not be replaced.
Live, at the table, inside investment committee meetings. No one asks "Can you find the Key Man clause?" or "What did we promise last time?" or "How did they perform versus peers?". Clade already knows.
Good taste means removing friction, not adding features. It's software that feels obvious once you're using it, and painful to go back from. We design Clade so users enjoy being in it. This is not bank middleware.
Imagine recruiting a genius teammate who gets smarter over time, works seamlessly with everyone, and never gets poached or goes on vacation. That's Clade.
Most often at Felix Roasting Co. on Park Ave. and 49th. Real cappuccinos, excellent matcha—and if you happen to be nearby, we're always happy to talk AI or walk through Clade there.