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About

Accelerate your deal flow with transparent due diligence, driven by AI. We help private equity firms and wealth managers be more productive by automating manual diligence tasks. Import data from your VDR, shared drive, or local computer. Upload your due diligence questionnaires. Watch Clarum answer hundreds of questions in minutes. Answer questions using your entire knowledge base, where every number or sentence is linked back to its source document. We employ multiple checks to validate the response, ensuring the data's reliability and trustworthiness. Import data from VDRs, shared drives, emails, and local files. Answer hundreds of questions from due diligence questionnaires in minutes instead of weeks. Generate the following questions and RFIs from the missing information. Intelligently search for information across all your sources. Find a chart from a PDF, a table from a spreadsheet, or a critical number from a presentation.

About

Loopio is a technology company that helps enterprises supercharge their responses to RFPs, DDQs, and Security Questionnaires. It’s been adopted by more than 800+ world-leading organizations, including DocuSign, FedEx, IBM, Sprinklr, and Thomson Reuters, since 2014.‍ Loopio users can create better responses with a searchable library of up-to-date knowledge with their intuitive RFP content management system. The intelligent import and question auto-detection help you kickstart responses faster—no copying and pasting required. Users can also stop answering the same questions over and over again by letting their Magic RFP automation tool respond to FAQs in one click. Loopio’s flexible pricing plans help you leverage the platform’s intelligent content management and automation features for all of your responses. They also offer free trials.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Private equity firms in need of a tool to transform their data into quantitative insights

Audience

Loopio serves proposal, sales, and security teams across the world and is trusted by leading organizations such as Wolters Kluwer, IBM, Citrix, Thomson Reuters, and New Relic.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

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

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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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Clarum
Founded: 2023
United States
clarum.ai/

Company Information

Loopio
Founded: 2014
Canada
www.loopio.com

Alternatives

Orbit Diligence

Orbit Diligence

Thomas Murray Network Management LTD.

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Upland Qvidian

Upland Software
KYC Portal

KYC Portal

Aqubix Ltd / Finopz

Categories

Due Diligence Supported

Categories

AI RFP Supported
Due Diligence Supported
RFP Supported
RFQ Supported
Tender Management Supported

Proposal Management Features

Automatic Formatting Supported
Calendar Management Not Supported
Collaboration Supported
Contact Management Not Supported
Content Repository Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Supported

Integrations

5X Not Supported
AccessOwl Not Supported
Activate IAM Not Supported
Auth0 Not Supported
Google Drive Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported
Okta Not Supported
Salesforce Not Supported
Seismic Not Supported
Slack Not Supported
Unleash Not Supported

Integrations

5X Supported
AccessOwl Supported
Activate IAM Supported
Auth0 Supported
Google Drive Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
Okta Supported
Salesforce Supported
Seismic Supported
Slack Supported
Unleash Supported
Claim Clarum and update features and information
Claim Clarum and update features and information
Claim Loopio and update features and information
Claim Loopio and update features and information