Clariteer turns private equity fund documents into reconciled, tax-ready data

Brussels, 12 November 2026. Clariteer, an AI-native platform for private equity and venture capital reporting, launches publicly today as a self-service product, following a private launch in September 2025. Investors can now sign up online, add their existing fund investments and get a consolidated view of their portfolio. Clariteer already has paying customers in five European countries and tracks €1 billion in commitments across 400 funds. It was founded by the team behind Proxyclick, the visitor management software company sold to private equity firm Thoma Bravo in 2022.

From exit to frustration

After the sale, Gregory Blondeau and Geoffroy De Cooman invested part of their proceeds in private equity funds.

“Most fund documents are easy to read,” says Geoffroy De Cooman. “The problem is the few that are not: a call netted against a distribution, a correction buried in the next quarter’s statement, a fee hidden in a footnote. They are maybe five percent of the documents, but they cause most of the work. And because you never know which ones they are, you end up checking everything by hand.”

Reading a single fund report is no longer the hard part. Tracking a portfolio requires more: collecting documents from every fund portal, processing them the same way every quarter, reconciling them against each other, extracting tax-relevant data and tracing every figure back to its source.

Gregory and Geoffroy founded Clariteer with Caroline Deuse (formerly Bain & Company) and Jan-Pieter George (former VP Engineering at Proxyclick). What started as a solution to their own problem is now built for private and professional investors alike.

From collection to reconciled data

Documents reach Clariteer by upload, by email forwarding, or through direct access to fund managers’ investor portals. Clariteer then extracts and reconciles the data. When a fund nets a capital call against a distribution, both flows are recorded separately. Each distribution is matched against the fund’s capital account statement, and any gap or missing document is flagged. Every figure links back to its source document.

“Consolidating funds in a spreadsheet takes hours every quarter, after building the model itself. Clariteer does it continuously, in minutes,” says Caroline Deuse.

In the Clariteer app, or in other tools

Wealth management software generally handles listed assets well, but has limited support for private equity, where the data arrives as PDFs. Family offices and other professional investors can work in the Clariteer app or export the structured data to their own tools, and the first API integration with a wealth management platform is in development.

Ready for the tax return

For tax reporting, Clariteer breaks each distribution down into the components reported by the fund (capital gains, dividends, interest and return of capital), checks them against the capital account statements, and groups everything by fiscal year. Clariteer does not decide the tax treatment: the investor’s accountant receives the figures with their source documents and applies the relevant rules.

“Private equity is now a core part of the wealth of the families we serve, and nothing goes into our clients’ books unless it is correct and can be demonstrably reconciled with an authoritative source,” says Sam Dezillie, co-founder of TheColourBlue, a service provider for family offices. “We tested Clariteer on our most complex documents, which combine capital calls and distributions in a single notice. The quality of the output is exceptionally high. It correctly split every one of them into return of capital, realised gains and income, where the other tools we tested fell short.”

About Clariteer

Clariteer is a Brussels-based AI company focused exclusively on private equity reporting. It serves private and professional investors, including family offices, funds of funds and institutional investors, and is self-funded by its founders. The platform is available at www.clariteer.com with a 30-day free trial; pricing starts at €1,750 ($2,000) per year for a portfolio of fewer than 30 funds, including accountant access and automatic collection from one fund portal. Clariteer was founded by Gregory Blondeau, Geoffroy De Cooman, Caroline Deuse and Jan-Pieter George.

Press contact: Gregory Blondeau, press@clariteer.com