A confident answer, built only on what you handed over.
All your funds. One picture you can trust.
Clariteer is the back office you never hired. Your documents come in, your picture comes out, and you keep your evenings.
Private equity is the most sophisticated asset class. Its paperwork is not.
A portal per fund, notices in your inbox, statements you only find when the accountant asks.
One tab per fund, retyped every quarter, and a formula nobody else dares to touch.
A call netted against a distribution, a correction hidden in next quarter's statement, a fee in a footnote.
And the cash you kept aside for one that never came.
Getting data from one report is easy. Tracking a portfolio is not.
A chatbot answers from what you give it. Clariteer collects the rest and checks it.
Collected from everywhere, checked against your other documents.
Your evenings back. Your picture, always ready.
Forward the notices and forget them. No more retyping: 10+ hours back per quarter.
Every number checked against the rest. When something is missing or does not add up, you hear it from Clariteer, not from your accountant.
Your tax or legal advisor gets a clean page per fiscal year, with the documents behind it. Less digging for them, a shorter bill for you.
You know what is left to call and how each fund is doing before you say yes to the next one.
Your family and your advisors
Your tax advisor gets a private page for one fiscal year, nothing more. Your spouse, children or banker can get their own login. And if one day they have to take over, everything is already in one place.
Rather have someone do it for you?
We put you in touch with an advisor who already works with Clariteer.
"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
€1,750$2,000 a year, up to 30 funds.
Less than paying someone to keep the spreadsheet.
Try it in two minutes, on our sample documents.
One click loads a sample capital call, distribution and statement. No credit card. Add your own documents when you're ready.