Screen Faster. Scrutinize Smarter. Win Better Deals.
Clarista for Private Equity
Speed up deal screening, supercharge pre-IOI diligence, and streamline IC memo creation, so that your team can spend time on the right opportunities, not busy work.
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The Costliest Risk is Slow Insight
Automated Screening & Pre-IOI Reports
Let Clarista do the heavy lifting so your investment team can focus on strategy, not spreadsheets:
- Auto-generate Screening Reports from CIMs, call transcripts, and external sources.
- Extract Business Model, Financials, and SWOT insights without manual tagging.
Cut Screening Time by ~40% and move from raw documents to actionable perspective faster.
Revenue Cube — Drill into Concentration & Growth
Visualize what matters most with flexible, interactive analysis:
- Revenue by Segment & Sub-Segment spot shifts at every level.
- Instant Growth & Decline Signals baseline vs. trend without manual tables.
- Custom Views for IC Focus tailor slices for committee reviews.
Smart Tables for Document Comparison
Say goodbye to endless flips between PDFs:
- Topic-Aligned Comparisons across CIMs, financial models, memos, and research.
- Surface Similarities & Differentiators instantly.
- Benchmarking Signals at a Glance so you prioritize decisively.
Deal & Industry Room Chatbot
Instant answers on demand; no manual searches, no context loss:
- Ask in Plain English about companies, markets, or docs.
- Get Deep, Contextual Responses from both firm and third-party content.
- Stay Updated in Real Time throughout the cycle.
Seamless External Data Integration
Bring all relevant context into the same lens:
- Automate 10-K, CRM & Third-Party Data ingestion.
- Eliminate Manual Downloads and disconnected analysis.
Enable Rich, Unified Insight Across Sources.
What Customers Are Saying
“We review thousands of opportunities a year. What once took weeks of manual diligence, Clarista now delivers in days, cutting our review cycle by more than half.”
Don’t Wait for “Someday” Value