Clarum
Clarum builds AI agents for private equity and venture capital firms. The agents turn a firm's own deal memos, diligence materials, partner notes and returns into models the firm can query, and they handle due diligence, portfolio monitoring, fund reporting and investor communications.
Clarum says questions that used to take days now get answers in seconds, and it is working with a founding cohort of general and limited partners it doesn't name. It holds SOC 2 Type II, has its defenses tested by Oneleet and lets customers choose where their data is stored.
Clarum, Inc. is based in San Francisco.
Capability Axes
Capability grades
15 of 15 axes rated · 4 graded A or B
Deal material goes in and agents do the work, reading it, structuring it into queryable models and running diligence, monitoring and reporting for each firm.
End to end automation of each firm's process is the pitch, with agents that learn how the firm works. Where a person checks their output before it reaches an investment decision isn't set out.
Recall matters most in diligence, since a missed liability costs more than a false flag, and no recall, accuracy or evaluation method is published for the agents.
A founding cohort of general and limited partners is mentioned but never named. The one outcome claim, questions that took days now answered in seconds, has no measurement behind it.
Firms that bid against each other for the same deals share this platform, yet whether one firm's deal data is kept apart from another's, or used for training, goes unsaid.
The privacy policy, effective January 4, 2025, covers the product as well as the website and allows transfers abroad under standard contractual clauses. Data is kept as long as the service needs it, with no fixed period, even though data rooms often hold personal data.
A SOC 2 Type II attestation is claimed, and Oneleet tests the application and infrastructure. The report itself isn't offered, and there's no trust center.
Recordkeeping and investor reporting duties sit with Clarum's clients, and Clarum names no regulator, rule or registration of its own.
The agents choose which clauses, anomalies and risks to surface from a data room. Clarum publishes no evaluation of what they tend to overlook or how that varies by deal type.
An agent that misses something material can lead a firm to misprice an acquisition, and there's no published warranty, service level or remedy.
Which models read deal documents, and who hosts them, isn't disclosed. The privacy policy mentions vendors without naming one.
Data rooms, drives and CRMs are where deal material lives, and none of them is named as a connection.
Customers pick where their data is stored from a set of regional options, and security settings such as single sign on and data policies can be customized.
Pricing is unpublished, with no plan or billing unit to say whether cost runs per seat, per firm or per deal.
Private equity and venture capital firms, on both the general and limited partner side, are the only buyers named, which makes this a single segment.
Compared With
Most editorial comparisons pair two vendors the index assesses as direct competitors for the same buyer. Some pair vendors that are adjacent rather than rival, where the useful question is where one ends and the other begins. Each carries a verdict, the buyer conditions that favor each vendor, and a graded side by side.
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Pricing
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No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.