Consolidate and understand your private equity portfolio in one place.
Private equity investors at the individual and small family office level face a persistent data problem: fund documents arrive as PDFs across scattered email threads, capital call notices get buried, and portfolio-level visibility requires manual assembly in spreadsheets. Clariteer was built by second-time founders who experienced this problem as LPs themselves, and the product reflects that origin directly.
The platform centralises private equity and venture capital fund data by letting users forward emails or upload PDFs, then uses AI to extract and structure the key numbers automatically. From that input, Clariteer generates a consolidated portfolio view with breakdowns by strategy, geography, and vintage. A dynamic cash flow model aggregates expected capital calls and distributions, giving investors visibility into near-term liquidity demands before they arrive.
Specific capabilities the platform covers include:
Clariteer is hosted in Switzerland and the team states explicitly that no model training is performed on user data. The product targets founders who became LPs after liquidity events, angel investors, VC and PE partners tracking personal allocations, and family office clients who want direct portfolio access. It is currently in limited early access, which means pricing is not publicly disclosed and the feature set may change before wider release. Buyers running larger or more complex multi-entity family office structures will likely find the product too early-stage for institutional use, but for individual LPs managing a concentrated private markets book, it offers a focused alternative to spreadsheets and portal-hopping.
"While institutions have entire teams and expensive tools, individual investors were left in the dark. We built Clariteer to bring light where there was fog."Clariteer
| Ownership | Privately held |