For investors & foundations
Assess opportunities with the criteria that matter to you.
Apply your investment, due-diligence, grant, or evaluation criteria consistently, without repeating the same research for every opportunity.
The real problem is volume and consistency
Same criteria. Different conclusions.
Every opportunity arrives with a stack of reports, disclosures, and applications. Reading them all, the same way, every time, is where good processes quietly break down.
- Two analysts read the same disclosure and reach different conclusions.
- The fifteenth grant application gets less attention than the first.
- The reasoning lives in a researcher’s notes, not in a record your team can check.
See the evidence behind the result
Every result traces back to its source.
For each assessment, your team can trace a result back to the supporting evidence and source. So when someone asks “Why did we reach this conclusion?”, the reasoning doesn’t disappear into a spreadsheet or a researcher’s notes.
Bring your own criteria
Your criteria, applied the same way every time.
Use the framework your team already relies on, such as an investment thesis, due-diligence framework, grant criteria, sustainability or governance requirements, and apply it identically to every opportunity, instead of starting from scratch each time.
Investment thesis
What you look for, and what rules an opportunity out.
Due-diligence framework
The questions every company or project must answer.
Grant criteria
What an application must demonstrate to qualify.
Sustainability requirements
The standards and disclosures you expect.
Governance criteria
How an organization is run and held accountable.
Scorecard
Your own weighting and rating approach.
Your criteria define the assessment.
Compare before you decide
See opportunities side by side.
Bring assessments together to compare companies, projects, applicants, or portfolio organizations on the criteria your team defined.
The goal isn’t to replace judgment with a score. It’s to give your judgment better information.
| Company Name | Scope 1tCO₂e | Scope 2tCO₂e | Total Score (TCFD)% |
|---|---|---|---|
| Harbourline Financial | 38,214 | 71,905 | 67 |
| Northwind Bank | 12,480 | 29,770 | 83 |
| Cedar Point Insurance | 4,915 | 8,302 | 50 |
| Maple Ridge Capital | 2,106 | 5,441 | 58 |
| Westbay Asset Management | 1,382 | 3,907 | 42 |
| Portfolio Average | 11,819 | 23,865 | 60 |
Built for different decisions
Start where the volume is highest.
Investment decisions
Screen potential investments against your thesis before committing analyst time. Surface what is supported, what is missing, and what rules an opportunity out.
Due diligence
Structure the review of a company, fund, or project against your framework, with each answer tied to the document it came from.
Grant decisions
Apply the same evaluation criteria to every application.
Portfolio review
Reassess organizations over time.
Thematic research
Assess a group against common questions.
Your team makes the call
AI handles the repeatable research. You make the decision.
Lucid Axon prepares the assessment so your team can focus on interpretation, discussion, and judgment. Review the results. Challenge the evidence. Apply your expertise.
The decision remains yours.
Is Lucid Axon a fit?
Do you evaluate multiple opportunities using your own criteria?
You have a defined approach.
An investment thesis, evaluation framework, due-diligence criteria, or scorecard.
You assess repeatedly.
You apply that approach to multiple companies, projects, organizations, or applications.
You have a decision to make.
Your assessment informs an investment, grant, selection, monitoring, or other decision.
Lucid Axon can help you scale the assessment behind that decision.
Free pilot
See your own criteria in action.
Share a framework your team already uses and choose five opportunities. We’ll run the assessment and show you the results alongside your current process.
Your framework and results stay private to your team.
- 1
Share your criteria
A framework, scorecard, questionnaire, or other approach your team already uses.
- 2
Choose five opportunities
Companies, projects, organizations, or applications.
- 3
Compare the results
See what changes when the repetitive research is handled by AI.