Simple pricing

Two plans, for individual LPs and family offices. You pay for portfolio size, not per document.

USD ($)
EUR (€)
Silver
$2,000
€1,750

per year

Ideal for individual LPs, or an operator looking after a single client.

Number of funds
Up to 29
Number of portfolios
1
User access
5 users
Try for 30 days

No card required to start your trial

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”

🇫🇷 Grégoire B., LP in 45 funds

“Clariteer changed my life as a Family Office”

🇨🇭 Anne-Laure C., 3 portfolios, 75 funds

Frequently asked questions

Is it possible to pay per month?

No. Clariteer is billed annually in advance for a 12 month term. We kept one annual price instead of a monthly plan so that pricing stays predictable and we can avoid charging per document, per fund or per user.

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

Nothing disappears while you decide. If you do not subscribe when the trial ends, your account is deactivated and your data stays available for download for 30 days. After that it is deleted, apart from backup copies we keep briefly for security and audit purposes before permanent deletion. If you would rather we erase everything straight away, write to hello@clariteer.com and we will.

Is there a team manually checking documents before extracted data is presented to the user?

No. Extraction is automated, and you are the one who reviews and confirms the figures before they feed your portfolio. The app runs accuracy and completeness checks and flags anything inconsistent, so you know where to look rather than checking everything. The one exception is troubleshooting: if an extraction fails, someone on our team may open the document to understand why and fix it. We are building automatic confirmation so that in time only genuine exceptions need your attention.

Where is my data hosted?

Your data is hosted on Microsoft Azure in Switzerland, encrypted in transit and at rest.

Which models does Clariteer use?

We use OpenAI and Google Gemini models for document extraction, accessed through Microsoft Azure and the providers' APIs. We use zero retention endpoints: your documents are not retained by these providers and are never used to train their models.

Can I cancel my subscription at any time? What happens with my data in that case?

Your subscription runs for 12 months and renews automatically. To stop it, tell us in writing at least 30 days before your term ends. Fees already paid are not refunded, so cancelling ends the renewal rather than the term you are in. Once your account is deactivated, your data stays available for download for 30 days before it is deleted.

Start with a 30 day trial

No card required. Bring your funds in, see the whole portfolio, and decide after.

Try for 30 days