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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Enhance your deal flow through clear and efficient due diligence powered by AI. Our platform empowers private equity firms and wealth managers to boost their productivity by automating tedious diligence processes. You can easily import data from your virtual data room (VDR), shared drives, or even your local storage. Simply upload your due diligence questionnaires, and watch as Clarum swiftly addresses hundreds of inquiries in mere minutes. It utilizes your entire knowledge repository, ensuring that every figure or statement is traceable back to its original document. To guarantee the accuracy and dependability of the information provided, we implement various validation checks. In addition to importing data from VDRs, shared drives, emails, and local files, you can efficiently address numerous questions from due diligence forms in minutes, rather than extending the timeframe to weeks. The system intelligently generates questions and requests for information based on any gaps identified, allowing for thorough searches across all your data sources to locate a specific chart within a PDF, extract a table from a spreadsheet, or pinpoint a crucial figure from a presentation. Ultimately, this streamlined process not only saves time but also enhances decision-making capabilities in due diligence.

Description

Asset owners, including those in pension plans, endowments, foundations, insurance companies, and sovereign wealth funds, should consolidate their external manager data requirements into a unified digital platform within the investment office, encompassing areas such as manager research, operational due diligence, ESG considerations, compliance, audit confirmations, and event-driven inquiries. This centralized platform is beneficial for both emerging managers and well-established funds, allowing for the management of standard due diligence questionnaires (DDQs), investment databases, and investor DDQs seamlessly. By fostering collaboration among investor relations, RFP, marketing, compliance, and product teams, organizations can significantly reduce errors and enhance service quality. Whether serving as an OCIO, investment consultant, wealth platform, or fund of funds, it's essential to construct a robust diligence framework that spans a diverse portfolio of fund products, enabling the effective delivery of unique investment options to clients on a large scale. Additionally, this approach not only streamlines operations but also ensures that all stakeholders are aligned in their strategic objectives.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
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 Yes 
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 Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Clarum

Founded

2023

Country

United States

Website

clarum.ai/

Vendor Details

Company Name

DiligenceVault

Founded

2014

Country

United States

Website

www.diligencevault.com

Product Features

Product Features

ESG

Activity Dashboard No 
Analytics/Reporting No 
Audit Management No 
Benchmarking No 
Compliance Management No 
Data Visualization No 
Document Management No 
Performance Metrics No 
Risk Assessment No 

Investment Management

Accounting Management No 
Benchmarking Yes 
Bonds / Stocks Yes 
Client Management Yes 
Commodities No 
Compliance Reporting Yes 
Data Import / Export Yes 
For Investment Advisors Yes 
For Investors & Traders Yes 
Fund Management Yes 
Modeling & Simulation Yes 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

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