What is Clarum?
Making informed investment decisions hinges on thorough, timely due diligence. However, navigating disparate data rooms, complex financials, and internal documents often slows down the process, leaving valuable insights buried. Clarum provides a specialized platform designed specifically for investment firms, using AI to transform your scattered deal data into a structured, analyzable asset. This allows your team to conduct comprehensive due diligence and quantitative analysis with greater speed and precision, turning data overload into strategic advantage.
Key Capabilities
📥 Unify Your Data Foundation: Connect seamlessly with your existing data sources – including data rooms, cloud drives (like Google Drive, Dropbox, SharePoint), CRMs, and third-party datasets. Clarum ingests this information to create a single, reliable source of truth for individual deals or your entire portfolio.
📊 Structure Raw Data for Analysis: Move beyond manual data entry and formatting. Clarum automatically transforms unstructured and semi-structured data (like PDFs, spreadsheets, presentations) into organized formats ready for deep analysis, financial modeling, and visualization.
💡 Generate Insights and Answer Key Questions: Leverage your structured data to perform thorough due diligence, generate comprehensive reports (including custom financial models and investment memos), utilize specialized AI agents for specific tasks, and make data-driven decisions with confidence, backed by traceable sources.
🔒 Operate with Enterprise-Grade Security: Your firm's data security is paramount. Clarum is built with security-first principles, offering SOC 2 Type 2 compliance, GDPR adherence, customizable deployment options (cloud, on-premise, hybrid), and strict data privacy controls. Your data is used solely to support your processes and is never used for training models.
See Clarum in Action: Use Cases
Imagine how Clarum can integrate into your firm's operations:
Accelerating Pre-LOI Diligence: Your deal team is evaluating a new opportunity with a tight deadline. Using Clarum, they connect to the virtual data room. Within hours, key financial statements, customer contracts, and market reports are ingested and structured. The platform generates initial dashboards highlighting revenue trends, customer concentration, and potential risks, allowing the team to focus analysis on critical areas far faster than manual review would permit.
Enhancing Portfolio Monitoring: A portfolio manager needs a consistent view of performance across several investments. Clarum aggregates quarterly reports, financial updates, and CRM data from each portfolio company into a unified dashboard. This allows for easy comparison, identification of cross-portfolio trends, and quicker responses to performance variations, all based on standardized, reliable data.
Standardizing Investment Memos: Your firm wants to ensure consistency and efficiency in preparing investment committee memos. Working with Clarum, you develop a proprietary workflow. The platform automatically extracts key data points (e.g., valuation multiples, IRR projections, diligence findings) from your structured deal information and populates your firm’s specific memo template, complete with citations back to the source documents, significantly reducing drafting time and ensuring accuracy.
Make Faster, More Informed Investment Decisions
Clarum serves as the analytical engine for your private equity investing activities. By aggregating, structuring, and operationalizing your firm's proprietary data, it empowers your team with the comprehensive analysis and actionable insights needed to excel. Move faster, dig deeper, and make decisions grounded in data, not just intuition. As Jack Lewis from Cuesta Partners noted, Clarum helps teams "deliver the highest-quality due diligence work... without compromising speed."
More information on Clarum
Launched
2023-11
Pricing Model
Paid
Starting Price
Global Rank
9520582
Follow
Month Visit
<5k
Tech used
Cloudflare CDN,Next.js,Google Cloud Platform,Gzip,HTTP/3,OpenGraph,Webpack,HSTS
Top 5 Countries
87.19%
12.81%
United States
India
Traffic Sources
68.27%
14.24%
11.03%
5.65%
0.78%
0.04%
Direct
Search
Social
Referrals
Paid Referrals
Mail
Clarum was manually vetted by our editorial team and was first featured on 2025-04-26.
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