Clariteer is currently available through limited early access. We’re welcoming a select group of individual investors as we prepare for a wider release.

Pricing

Private equity, finally clear. Pricing too.

30 days free, no credit card.

€ EUR$ USD
Silver
For LPs investing in their own name or through one holding
€1,750$2,000 / year
  • ✓Documents collected from your inbox, a portal and uploads
  • ✓Every number checked, one click from its source
  • ✓Portfolio, tax and cash planning in one place
30 funds · 1 portfolio · 5 users · 1 portal connected
Try it free for 30 days

Sample documents available for testing

Platinum
For advisors, family offices and institutions with several clients, entities or families
Custom
Everything in Silver, plus:
  • ✓Unlimited funds, portfolios, users and portals
  • ✓A portfolio per client, entity or family
  • ✓Data sent to your own toolsComing
Contact us

Compare all features

FeatureSilverPlatinum
Plan limits
Funds30Unlimited
Portfolios1Unlimited
Users5Unlimited
DocumentsUnlimitedUnlimited
Portals connected1All available*
Get your data in
Automate collection from your investor portalsiClariteer signs in, collects new documents and extracts the data.1 portalAll available*
Forward documents by email, or upload them yourself✓✓
Extract the numbers from calls, distributions and capital account statementsiIncluding the breakdowns buried in the PDF: fees, expenses, return of capital, gains, income, carry, withholding tax. Combined notices included.✓✓
Catch missing or misread documentsiEach document is checked against the others. What can't be reconciled is flagged, never silently included.✓✓
Open the original document behind any numberiEvery figure stays connected to the PDF it came from.✓✓
Your document vault: every fund document in one placeiLPAs, K1s, quarterly reports, proofs of payment.✓✓
Let Clariteer confirm extractions on its ownComingiClariteer validates what it can reconcile and brings you the rest.✓✓
Make sense of it
See every fund and your whole portfolio on one screeniCommitments, called and uncalled, distributions, NAV, DPI, RVPI, TVPI, IRR and MIRR.✓✓
See the portfolio in one currency, each fund in its owniUSD, EUR, CHF, GBP, NOK, DKK, JPY and others.✓✓
See how your portfolio is diversified, and how each fund is doingiAllocation by type, vintage, currency or your own fields.✓✓
Prepare tax reporting per fiscal yeariEvery amount broken down by type on one page, with supporting documents.✓✓
Plan your cash flows for the years aheadiCalls and distributions, with your own assumptions per fund or your GPs' estimates.✓✓
Get a consolidated portfolio report every quarterComing✓✓
See through to the companies your funds holdComing✓
Work with others
Give access to family, advisors, tax advisors and bankers✓✓
Decide who sees which portfolio✓
Send your tax advisor what they need, and nothing else✓✓
Ask your GPs for cash projections, without giving them an account✓✓
Connect to your other systems
Export to ExceliExport everything, documents included, at any time. Your data is yours.✓✓
Push your data into your other systems (API)Coming✓

* We add new portals quickly. Tell us which ones matter to you. How our portal connectors work, and the list of supported portals

Several clients

Each client gets their own portfolio, access and tax page, all from one account. Priced per client portfolio, with volume discounts.

Contact us

Build on our data Coming

Verified private equity data through an API, with corrections pushed when a later document changes a figure. For reporting platforms, consultants and in-house builds. Priced by volume.

Talk to us

"Of all the software I use, Clariteer is the one I'd keep. No more Excel, and one clear view of all my funds."

Grégoire Boutin, private investor

Questions

Can I pay per month?

No, plans are billed yearly.

What happens to my trial data if I don't subscribe?

It stays yours, and you can export it at any time. You can also ask us to permanently delete it at any time. If you don't, we keep it for 12 months after the end of your trial in case you come back, then permanently delete it.

Do you support my LP portals?

We already connect to several investor portals, and we add new ones quickly. Tell us which ones you use. How our portal connectors work, and the list of supported portals

Can I cancel at any time, and leave with my data?

Yes. Export everything, documents included, before you go.

Start with 30 days on us.

No credit card. Start with our sample documents, and add your own when you're ready.

Start a 30-day trial