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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Obol transforms cash management by centralizing real-time bank data, transactions, and forecasts into a single, intuitive system. Teams can set up the platform in minutes, instantly replacing manual tracking with automated reporting and live dashboards. Obol’s AI-powered Copilot provides instant answers, trend identification, and cash flow explanations to support faster, data-driven decisions. Built-in forecasting models automatically sync with live data to ensure every plan reflects current financial reality. Finance leaders can simulate scenarios, identify gaps, and assess runway with precision. With 35,000+ bank and ERP integrations, Obol adapts to any financial stack. Its automation capabilities reduce manual entry by over 80%, freeing teams to focus on strategy instead of admin work. Designed for startups, SMBs, mid-market companies, and global enterprises, Obol scales with the evolving needs of modern finance teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Ally Invest No 
American Express Go No 
Bank of America Business Advantage No 
Fidelity No 
Front Office Solutions No 
Microsoft Dynamics 365 No 
NetSuite No 
PAM No 
PayPal No 
Payoneer No 
QuickBooks Online No 
SAP ERP No 
Shareworks No 
Stripe No 
Synchrony Payroll No 
TD Bank Merchant Solutions No 
Vanguard No 
Workday HCM No 
Zelle No 
ecotime No 

Integrations

Ally Invest Yes 
American Express Go Yes 
Bank of America Business Advantage Yes 
Fidelity Yes 
Front Office Solutions Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
PAM Yes 
PayPal Yes 
Payoneer Yes 
QuickBooks Online Yes 
SAP ERP Yes 
Shareworks Yes 
Stripe Yes 
Synchrony Payroll Yes 
TD Bank Merchant Solutions Yes 
Vanguard Yes 
Workday HCM Yes 
Zelle Yes 
ecotime Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clariteer

Founded

2025

Country

Belgium

Website

www.clariteer.com

Vendor Details

Company Name

Obol

Founded

2022

Country

United States

Website

www.obol.ai/

Product Features

Product Features

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