Thoughtful, thorough research with
Complex Adaptive
Discover how AI elevates your research processes.
Break Barriers to Scale Quality Research.
Access always up-to-date research inputs, exactly the way you need them. Leave no stone unturned before making an investment decision.
No new hires. No lag. No hurdles.
AI - First Investment Research
We believe active investing is vital for sustainable capitalism. While, deep, original, and disciplined research is the most effective way to channel capital to worthy opportunities, it is increasingly uneconomical and uncompetitive, compared to passive alternatives.
We want to change that.
We design investment workflows, that augment the strength of AI and humans. Our systems compress the time needed for quality research, empowering investors to focus on their judgement.
the Firm
Complex Adaptive is a research and software organization, founded by individuals with firsthand experience in successful investing at scale and building high-performance AI systems, used by billions. We are dedicated to building unobtrusive AI systems for institutional investment managers and asset owners.
From simple tasks to sophisticated analyses, we provide a comprehensive investment research infrastructure that aligns precisely with our fund clients’ workflows and writing guidelines.
We view markets as complex adaptive systems that can only be mastered through an accelerated learning curve. Therefore, we focus on delivering decision-ready research inputs to our clients, eliminating learning and resource obstacles that hinder their research timeliness and quality.
Mert Gulleroglu has over 11 years of extensive experience in public equity investing and sustainability research. He managed software and semiconductor exposures in concentrated and low-turnover portfolios at Ownership Capital in Amsterdam and 2Xideas in Zurich.
He is an expert in business and sustainability analysis, investment due diligence and decision-making with a proven track record of successfully deploying capital at scale. Since 2015, he has been engaging with public company executives in defining and advancing their sustainability agendas.
Halit Erdogan is a seasoned expert in artificial intelligence with 16 years of experience in deploying AI applications into production environments. At Google, Halit led Generative AI efforts, managing a team of 45 AI engineers. Under his leadership, the team successfully deployed over 30 products and features to production, serving billions of users.
After Google, Halit collaborated with more than 30 enterprises to bring Large Language Model (LLM) solutions to production, meeting rigorous security and performance standards.
the Team
Jot down your rough notes, and we’ll transform them into a well-organized, structured, and searchable knowledge base. Your notes build an institutional memory that guides our systems to continue researching on your behalf—even while you sleep.
03 - Sounding Board
Get all your routine research inputs delivered precisely in your preferred templates. Access always up-to-date valuation models, earnings notes, checklist runs, and ESG analyses across your entire coverage universe. It’s like having a well-trained team of analysts at your disposal. Free up over 50% of your research team’s hours typically spent on data wrangling, curation, and formatting.
01 - Foundation
Utilize advanced analytics to uncover patterns, including aggregated opinion pieces, market theses, shifts in management language or corporate messaging, forecasts from related entities, and contextualized news coverage. Perform extensive comparative analyses in seconds. Enhance your inputs to sustain a consistent and timely investment edge.
02 - Edge
Solutions
Use Case examples
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Ron Joileen
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Katya Deer
A typical ESG analysis entails extraction and contextualization of around 150-200 data points, from tens of documents. For a 20 stock portfolio, a fund saves around 2 FTE weeks on data extraction and 2 FTE weeks on report writing.
More importantly, this reduces reliance to standard data providers in benchmarking, generating an original house-view on extra-financial performance and
SUSTAINABILITY (ESG) ANALYSIS
AI Insights for Informed Decision-Making
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