Clariteer is a private‑markets portfolio tracking platform for individual LPs and small family offices, consolidating private equity and venture fund investments into a single source of truth with automated document extraction, cash‑flow modeling, and portfolio insights
Core product
AI‑powered portfolio tracking system that extracts key numbers from GP documents, consolidates fund commitments, models expected calls and distributions, and provides a unified, always‑updated view of private‑markets investments
Use cases
Consolidating private equity and venture fund positions, automated extraction of capital calls and distributions, dynamic cash‑flow modeling, portfolio slicing by strategy/geography/vintage, performance tracking, and eliminating manual spreadsheet workflows
Functional categories (vendor-stated)
Integrations
Workflow stages
Portfolio focus
Private equity funds, venture capital funds, fund‑of‑funds allocations, direct LP commitments, and multi‑fund private‑markets portfolios
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