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Data Collection


Portfolio Monitoring




ClearMomentum eliminates manual data collection, saving investors time and headaches while increasing data volume and accuracy.


The Data We're Collecting:

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Venture Capital

No more templates, no more spreadsheets, no more headaches. Using ClearFinancials®, VCs gain access to complete portfolio company financial statements without collecting, organizing or manually inputting data.

Private Equity

Providing granular data and robust analytics supports the detailed reporting and forecasting requirements of private equity, mezzanine and turnaround investors.

Real Estate

ClearFinancials® structures property financial statements
in a single data repository,economizing credit monitoring, covenant analysis and performance benchmarking.

Hedge Funds

Staying atop of today's compliance-focused landscape, ClearMomentum provides a variety of tools to economize LP reporting, valuations and secure data storage.


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.

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What Our Clients are Saying:

ClearFinancials® emerged as the clear choice for our firm after a thorough vetting of available options in the portfolio monitoring space. ClearMomentum has obviously done their homework in building a platform capable of meeting our needs and we are excited to begin realizing the economic and analytic benefits across many facets of the portfolio monitoring process here at Battery Ventures.

Chris Schiavo
Battery Ventures

TA Associates has been on the ClearFinancials® platform for four years now. Compared to the rest of the Portfolio Monitoring space, nothing else collects more data with less effort than ClearFinancials®. ClearMomentum has truly eliminated the inefficiencies associated with data collection without sacrificing the fidelity of database control needed by our investment team.

Matt Nerney
Director of IT
TA Associates