Claira is an agentic deal management platform for private markets, automating deal capture, document extraction, and analysis for investment teams.
Agentic deal management platform for private markets that automates deal capture, document extraction, and analysis to help investment teams work faster and preserve institutional knowledge.
Key Features
Confidential email inbox with AI agent for deal capture & categorization
AI-powered document extraction and deal analysis
Deal monitoring against key metrics and covenants
Market benchmarking across all deals
Custom 2-way integrations
AI Capabilities
Agentic AI with a proprietary financial reasoning model; automates deal capture from email, document extraction, structured data output, and portfolio monitoring.
Integrations
Allvue, CRM systems, custom API; cloud, VPC, and on-prem deployment options
What sets it apart
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Purpose-built financial reasoning model trained by bankers, investors, and AI researchers
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Backed by Barclays and Citi
institutional credibility from Day 1
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Flexible deployment options including on-prem and bring-your-own-LLM support
Key Facts
- Category
- Due Diligence / Full Lifecycle
- Founded
- 2024
- Pricing
- Subscription
- Deal Stage
- Strategy, Transaction, Integration
- Target Market
- Private Credit, PE, Investment Banking, Corp Dev
