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Description
Clariteer is an innovative platform designed for portfolio reporting that caters to individual investors and small family offices engaged in direct investments in private equity and venture capital funds.
Rather than requiring users to manually sift through quarterly reports, capital account statements, notices, and emails, Clariteer leverages artificial intelligence to automatically read, organize, and centralize essential information. The system provides investors with a comprehensive dashboard that displays key data such as commitments, paid-in capital, net asset value (NAV), capital calls, distributions, and performance indicators like total value to paid-in (TVPI), distributions to paid-in (DPI), and internal rate of return (IRR) across various funds, currencies, and regions.
In addition, Clariteer features cash-flow modeling capabilities that allow users to project future capital calls and distributions. The platform includes visually appealing representations, cash flow timelines, portfolio summaries, and options for generating downloadable reports. By eliminating the need for spreadsheets and disorganized documentation, it empowers investors with enhanced clarity, consistency, and control over their private market investments.
Specifically crafted for founders who have transitioned into investing roles, angel investors, and smaller family offices seeking professional-level reporting solutions, Clariteer stands out as a vital tool in the investment landscape. Its user-friendly design and powerful features make it an essential asset for those navigating the complexities of private equity and venture funding.
Description
PSVTracker serves as a comprehensive portfolio management tool designed for investors with diversified assets across both public markets and private investments.
Unlike most personal finance applications that limit themselves to tracking brokerage and bank accounts, PSVTracker includes a broader range of assets, such as real estate syndications, private equity and venture funds, direct property holdings, cryptocurrency, precious metals, vehicles, and liabilities, all integrated seamlessly alongside linked brokerage accounts.
The software automatically computes various financial metrics including XIRR, TVPI, DPI, RVPI, cash-on-cash returns, equity multiples, and CAGR for each investment as well as for the entire portfolio.
Additionally, it enables users to assess their performance by comparing expected outcomes against actual results based on sponsor projections, meticulously tracks all capital events—including contributions, distributions, and returns of capital—manages complex ownership structures and nested entities, and efficiently marks the status of K-1 forms, whether received or pending.
Connections to banks and brokerage accounts are securely facilitated through Plaid, while data is protected through encryption both in transit and at rest using AWS services.
Furthermore, users can share read-only access with their CPA, spouse, or financial advisor for collaborative management.
A free plan is available, allowing users to explore the tool without the need for a credit card.
API Access
Has API
API Access
Has API
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$249/year/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clariteer
Founded
2025
Country
Belgium
Website
www.clariteer.com
Vendor Details
Company Name
PSVTracker
Founded
2023
Country
United States
Website
psvtracker.com
Product Features
Product Features
Investment Management
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