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Average Ratings 0 Ratings

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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

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

5X No 
AccessOwl No 
Activate IAM No 
Auth0 No 
Google Drive No 
HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 
Microsoft Teams No 
Okta No 
Salesforce No 
Seismic No 
Slack No 
Unleash No 

Integrations

5X Yes 
AccessOwl Yes 
Activate IAM Yes 
Auth0 Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
Okta Yes 
Salesforce Yes 
Seismic Yes 
Slack Yes 
Unleash Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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) Yes 
In Person Yes 

Vendor Details

Company Name

Clarum

Founded

2023

Country

United States

Website

clarum.ai/

Vendor Details

Company Name

Loopio

Founded

2014

Country

Canada

Website

www.loopio.com

Product Features

Product Features

Proposal Management

Automatic Formatting Yes 
Calendar Management No 
Collaboration Yes 
Contact Management No 
Content Repository Yes 
Document Management Yes 
Electronic Signature No 
Knowledge Library Yes 
Pipeline Management No 
RFP Management Yes 
Requirements Management No 
Revision Management Yes 
Task Management Yes 
Templates Yes 
Version Control Yes 

RFP

Bid Management No 
Collaboration No 
Content Management No 
Data Import / Export No 
Due Date Tracking No 
Knowledge Library No 
Progress Tracking No 
RFP Creation No 
RFP Responding No 
Requirements Management No 
Task Management No 
Templates No 
Vendor Management No 

RFQ

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