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About

Clariteer is a modern portfolio-reporting platform for individual investors and small family offices investing directly in private equity and venture funds. Instead of manually extracting data from quarterly reports, capital account statements, notices and emails, Clariteer uses AI to read, structure and centralize information automatically. Investors get a unified dashboard showing commitments, paid-in capital, NAV, calls, distributions, and performance metrics like TVPI, DPI and IRR across funds, currencies and geographies. Clariteer also provides cash-flow modelling to forecast future calls and distributions. The platform offers clean visualizations, cash timelines, portfolio overviews and downloadable reports. It eliminates spreadsheets and scattered documents, giving investors clarity, consistency and control over their private markets portfolio. Designed for founders-turned-investors, angels and small family offices who want professional-grade reporting.

About

Edda is an AI-powered investment management platform built specifically for venture capital and private equity firms. It centralizes dealflow, portfolio management, CRM, and LP communication into a single, streamlined system. Edda uses specialized intelligence to support investors with data-driven decision-making across the entire investment lifecycle. The platform enables teams to source deals, conduct due diligence, and track portfolio performance more efficiently. Built-in collaboration tools improve clarity between partners, analysts, and LPs through shared insights and real-time reporting. Edda integrates with leading data providers and productivity tools to reduce manual work. Trusted by over 160 VC and PE firms, Edda supports investors managing more than $170 billion in assets worldwide.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Individual investors (LPs) in Private Equity and small Family Offices

Audience

Edda is designed for venture capital and private equity firms seeking an AI-driven platform to manage dealflow, portfolios, and investor relationships more efficiently

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Clariteer
Founded: 2025
Belgium
www.clariteer.com

Company Information

Edda
Founded: 2017
France
edda.co

Alternatives

Allvue

Allvue

Allvue Systems

Alternatives

VESTBERRY

VESTBERRY

Vestberry

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

Crunchbase
Dropbox
Gmail
Microsoft Outlook
PitchBook

Integrations

Crunchbase
Dropbox
Gmail
Microsoft Outlook
PitchBook
Claim Clariteer and update features and information
Claim Clariteer and update features and information
Claim Edda and update features and information
Claim Edda and update features and information