+
+

Related Products

  • Dynamo Software
    68 Ratings
    Visit Website
  • Asym Capital
    1 Rating
    Visit Website
  • Sharesight
    546 Ratings
    Visit Website
  • Order.co
    224 Ratings
    Visit Website
  • Sage Intacct
    8,176 Ratings
    Visit Website
  • Premier Construction Software
    401 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • Datasite Diligence Virtual Data Room
    640 Ratings
    Visit Website
  • Mortgage Automator
    189 Ratings
    Visit Website
  • Portfolio Manager
    3 Ratings
    Visit Website

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

PoliBit is an investment management platform that automates the full fund lifecycle for real estate, private equity, and private debt managers. The platform handles fundraising with digital subscriptions and e-signatures, investor onboarding with KYC/AML verification against 300+ international watchlists, and capital call processing with multi-currency payment collection. Fund administration features include automated waterfall calculations for both American and European structures, NAV computation, and capital account maintenance across multiple fund vehicles. The white-label investor portal gives LPs 24/7 access to real-time performance metrics, distribution history, K-1 tax documents, and fund communications. Automated ILPA-standard quarterly reporting and real-time dashboards eliminate manual report preparation. Cross-border payment rails including stablecoin integration reduce international transfer costs by up to 90%.

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

Fund managers, GPs, fund administrators, and investor relations teams managing alternative investment funds. Designed for emerging and mid-market managers ($5M–$100M+ AUM) who need institutional-grade operations without the overhead of a large back-office team.

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$1250/month
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

PoliBit
Founded: 2023
Mexico
polibit.io

Alternatives

Allvue

Allvue

Allvue Systems

Alternatives

Fundy

Fundy

Exquance Software
TNR Solution

TNR Solution

SS&C Technologies
Allvue

Allvue

Allvue Systems
Backstop

Backstop

Backstop Solutions Group
Relevant EquityWorks

Relevant EquityWorks

Relevant Equity Systems

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Clariteer and update features and information
Claim Clariteer and update features and information
Claim PoliBit and update features and information
Claim PoliBit and update features and information