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Private Equity Reporting Software
ClearFinancials®provides the only comprehensive portfolio monitoring platform to alternative asset investors and their limited partners.
Built for the Boardroom
With ClearFinancials® Mobile, portfolio company data has never looked better.
Scrap the spreadsheets and upgrade to a portfolio database tailored to your needs.
Less Time. More Data.
ClearMomentum provides financial reporting software to venture capital and private equity investors, streamlining the portfolio monitoring process while increasing data volume and accuracy.
What Our Clients are Saying
Your Peers, Your Investments, Your Data- They're all Here.
Our database has become the industry's only central repository from which venture capitalists and their co-investors can freely access data to satisfy their individual reporting requirements
VCs generally find 15-20% of their active portfolio already reporting to the ClearFinancials® database via syndicate investors.
Private companies can satisfy multiple investor requirements by submitting one quarterly reporting package.
The central database ensures a “single source of truth” of private company financial data.
Data Where You Need It.
We built ClearFinancials® so that complete portfolio insight is only a click, tap or swipe away. With three tools to access data, reports and commentary, ClearFinancials® places your portfolio wherever you need it most.
Access portfolio company investment data and commentary anywhere using the ClearFinancials® iPad app. Learn More
Share investment documents and create custom workflows to increase collaboration without sacrificing resources. Learn More
Drill through portfolio company performance with over 120 standard metrics included in the ClearFinancials® Excel Add-In. Learn More