Customers

Built for institutional investors

ThesisGrid serves the world's most sophisticated investment organizations, from hedge funds to asset managers to investment banks.

Hedge Funds

Long/Short, Macro, Multi-Strategy

From fundamental equity research to macro thematic analysis, hedge funds use ThesisGrid to systematize their research process and build institutional memory.

Common Challenges

  • Managing research across multiple strategies
  • Tracking evolving investment theses
  • Capturing analyst insights before turnover
  • Coordinating across portfolio managers

How ThesisGrid Helps

  • Unified research platform across strategies
  • Thesis workspace with version control
  • Institutional knowledge hub
  • Team collaboration workflows

Asset Managers

Traditional & Systematic

Asset managers leverage ThesisGrid to scale research capabilities, maintain consistency across large coverage universes, and improve research productivity.

Common Challenges

  • Scaling research across large coverage
  • Maintaining research consistency
  • Efficient earnings season processing
  • Knowledge sharing across teams

How ThesisGrid Helps

  • AI-powered research summarization
  • Standardized research frameworks
  • Automated earnings processing
  • Cross-team knowledge discovery

Investment Banks

Research & Advisory

Investment banking teams use ThesisGrid to accelerate research production, improve client deliverables, and maintain competitive intelligence.

Common Challenges

  • Research production speed
  • Client deliverable quality
  • Competitive intelligence tracking
  • Cross-sector theme identification

How ThesisGrid Helps

  • Accelerated research workflows
  • Automated memo generation
  • Narrative tracking engine
  • Theme identification across sectors

PE / VC Firms

Growth & Buyout

Private equity and venture capital firms use ThesisGrid to accelerate due diligence, track portfolio companies, and build sector expertise.

Common Challenges

  • Due diligence speed and coverage
  • Portfolio company monitoring
  • Sector expertise development
  • Deal sourcing intelligence

How ThesisGrid Helps

  • Accelerated due diligence
  • Automated portfolio tracking
  • Industry knowledge building
  • Competitive landscape mapping

Research Firms

Independent Research

Independent research firms use ThesisGrid to scale their research production, maintain quality, and deliver differentiated insights to clients.

Common Challenges

  • Research production efficiency
  • Differentiated insight generation
  • Client delivery workflows
  • Research quality consistency

How ThesisGrid Helps

  • Automated research extraction
  • Narrative intelligence engine
  • Streamlined client deliverables
  • Quality assurance workflows

Trusted by Leading Institutions

ThesisGrid is deployed at some of the world's most sophisticated investment organizations.

$500B+
Assets under management
Across our client base
1,000+
Research professionals
Using ThesisGrid daily
50+
Institutional clients
Hedge funds & asset managers
10M+
Documents processed
Annually on platform

Join leading institutions

See how ThesisGrid can transform your research infrastructure.

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