Clarus provides a governed operating layer for private‑market allocators that unifies virtual data rooms, capital accounts, financial statements, and internal trackers into a single searchable system. The platform embeds workflow‑specific AI agents that follow each firm’s underwriting templates and approval processes, delivering end‑to‑end traceability and auditable reporting across funds, direct deals, and secondary transactions.
Funding
Funding not disclosed
Founders
Product
Problem
Private market allocation processes rely on disparate, unstructured data sources and manual handoffs, making underwriting and reporting time‑consuming, error‑prone, and difficult to audit.
Solution
Clarus delivers a governed operating layer that integrates virtual data rooms, capital accounts, financial statements, and internal trackers into a single searchable system. The platform embeds workflow‑specific AI agents that follow each firm’s underwriting templates, investment committee packs, and monitoring procedures, ensuring that every data point—from commitments to KPIs—is traceable to its original source. Users can query portfolio‑level information across funds, deals, and regions, slice exposure by various dimensions, and run scenario analyses within one auditable record. By mirroring existing approval processes and providing end‑to‑end traceability, Clarus transforms manual workflows into repeatable, secure, and auditable operations.
Target Audience
Clarus serves institutional private‑market allocators, including fund of funds, pension funds, endowments, and investment teams that manage commitments, direct deals, and secondary transactions.
Features
- Unified data layer that consolidates VDRs, capital accounts, quarterly reports, fund and portfolio‑company financials, and administrator files
- AI‑driven agents configurable to firm‑specific underwriting templates, investment committee packs, and monitoring workflows
- Full traceability of every metric to its source document, enabling click‑through verification from commitments to underlying contracts or statements
- Searchable, cross‑entity query capability across funds, direct positions, and secondary transactions
- Scenario modeling and exposure slicing tools built into the single system of record
- Institutional‑grade security and audit logging to meet compliance requirements