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Clarum

InvestingPortfolio ManagementMemo DraftingKPI MonitoringLP ReportingDocument & Data Room AnalysisVC + PEenterprise

Clarum deploys AI agents that learn how individual VC firms operate and automate their investment workflows end-to-end. The platform processes fund documents and portfolio data to generate structured analytics, investment memos, and LP reports in minutes rather than weeks. It adapts to each firm's unique processes for diligence, monitoring, and reporting rather than forcing firms to change their workflows.

Used by VC/PE Firms

JB46JB46
Mosaic AdvisorsMosaic Advisors

Founded

2023

Team Size

3

25%

Funding

Pre-Seed

$0.5M total

Monthly Traffic

3,702

18%

Key Features

  • AI workflow automation
  • Document processing
  • Custom firm adaptation
  • Enterprise security
  • End-to-end encryption

Use Cases

Automated Due Diligence

Upload data room documents and receive structured analysis, key insights, and investment memos without manual review

Portfolio Monitoring

Automatically track portfolio company KPIs and generate monitoring reports for partners and LPs

LP Reporting

Generate quarterly and annual LP reports with portfolio analytics and fund performance metrics

Document Processing

Extract and structure data from fund documents, financial statements, and legal agreements for analysis

Target Users

analystsassociatespartnersoperations team

Tags

due-diligenceportfolio-monitoringlp-reportingai-automationinvestment-workflowsfund-administrationdata-processingmemo-drafting