Due Diligence AI-powered

Claira

United States

Claira is an agentic deal management platform for private markets, automating deal capture, document extraction, and analysis for investment teams.

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

More information

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.

What Makes Claira Different

Key differentiators highlighted by the vendor.

  1. Purpose-built financial reasoning model trained by bankers, investors, and AI researchers
  2. Backed by Barclays and Citi — institutional credibility from Day 1
  3. Flexible deployment options including on-prem and bring-your-own-LLM support

Key facts

Year founded
2024
Pricing
Subscription
Deal stage
All
Target market
Private Credit · PE · Investment Banking · Corp Dev

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