Clarum Launches: Your AI Associate for Private Equity Due Diligence

Clarum recently launched!

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^{"Investment Due Diligence & Research, Accelerated by AI."}

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^{TL;DR: Clarum is the AI associate for private equity due diligence and research.}

^{Clarum works directly with Excel, Word, and PowerPoint to structure financials, extract deal terms, and analyze data—without requiring teams to change tools or workflows. Firms use Clarum to speed up deal evaluation, reduce errors, and improve risk visibility across their pipeline}

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Here’s a short demo video showing how it works:

📽 https://youtu.be/absLLXBYswc

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Founded by Anton Otaner & Tommy He

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❌ The Problem

Private equity diligence is still manual—making it hard to assess risk quickly across large data rooms and short timelines.

Despite growing deal volume and increasing data complexity, teams still rely on fragmented workflows across Excel, Word, and PowerPoint. It’s slow, repetitive, and difficult to scale—especially when consistency, speed, and accuracy are critical.

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🛠️ Their Solution

Clarum connects to your data and analyzes deal materials with Excel, Word, and PowerPoint, using AI to automate key parts of the diligence workflow. They tailor Clarum to your specific processes, so results appear in your familiar environment and formats — no new tool to learn.

Firms use Clarum to:

• 📄 Generate screening memos
• 📊 Build returns analyses and models
• 📈 Create deep-dive slide decks
• 📉 Reconcile income statements and chart financials
• 📚 Summarize CIMs and legal documents
• 🚨 Flag inconsistencies across files
• 📎 Compare and benchmark deals
• 🗂️ Categorize and summarize data room contents

The result: faster deal cycles, cleaner outputs, and stronger confidence heading into IC—without changing how teams work today.

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The Ask

If you are or know:

1. Managing Partner / Head of Family Office who believes AI and automation are critical for building long-term operational leverage.
2. Principal / Investment Director at a LMM PE firm or Family Office looking to scale analytical output and automate diligence—without changing the tools the team already uses.
3. CIO / Head of Investments exploring how AI can enhance risk assessment and portfolio insights without adding technical overhead.
4. VP / Senior Associate aiming to reduce manual data work and focus more time on high-impact analysis.

Clarum can help!

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Learn More

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^{🌐 Visit clarum.ai learn more.}

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^{👉 Book a demo at clarum.ai}

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^{📬 You can also reach the team directly here.}

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^{👣 Follow Clarum on LinkedIn & X.}