Simple pricing
Two plans, for individual LPs and family offices. You pay for portfolio size, not per document.
per year
Ideal for individual LPs, or an operator looking after a single client.
No card required to start your trial
tailored to your portfolio
Ideal for Family Offices, Funds of Funds, and operators looking after several clients.
We usually reply within one working day
What's included
Silver
Platinum
Data Engine
Automated document collection from GP portals
i
1
2 or more
Manual upload or email forwarding of documents
✓
✓
Extract key financial data from Capital Account Statements, Calls and Distributions
i
✓
✓
Accuracy and completeness checks
✓
✓
Custom fields
i
✓
✓
Tracking in multiple currencies
i
✓
✓
Document Vault
i
✓
✓
Insights
Key metrics, per fund and aggregated
i
✓
✓
Cash flow forecasting
i
✓
✓
Tax reporting per fiscal year
i
✓
✓
Analytics
✓
✓
Under development
Automatic confirmation
i
✓
✓
Quarterly portfolio reporting
i
✓
✓
Access Clariteer with your LLM
i
✓
✓
View underlying assets
i
Not included
✓
“Clariteer is my favourite software”
“Clariteer changed my life as a Family Office”
Frequently asked questions
Is it possible to pay per month?
What happens with my trial data if I don't subscribe to the service?
Is there a team manually checking documents before extracted data is presented to the user?
Where is my data hosted?
Which models does Clariteer use?
Can I cancel my subscription at any time? What happens with my data in that case?
Start with a 30 day trial
No card required. Bring your funds in, see the whole portfolio, and decide after.