What

Clarum is an AI automation platform for private markets teams. It is positioned for private equity, venture capital, family offices, and fund-of-funds firms that need to reduce manual work across investment workflows.

The product focuses on diligence, monitoring, and reporting. Based on the page, users upload fund documents and Clarum’s AI agents extract structured data, generate analytics, and produce deliverables, while adapting to each firm’s process rather than forcing a standard workflow.

Features

AI agents for private markets workflows — Automates recurring work across sourcing, diligence, monitoring, and reporting for investment teams.
Document ingestion and structuring — Users can upload fund documents and receive structured data that is easier to analyze and reuse.
Analytics generation — Produces analytics from uploaded materials, helping firms move from raw documents to usable investment insights faster.
Deliverable creation — Generates reporting outputs and other deliverables in a shorter cycle than manual preparation.
Firm-specific process adaptation — The platform is described as learning how each firm works, which is valuable in private markets where workflows vary widely.
Security-focused deployment — The page states SOC 2 Type II certification, GDPR compliance, end-to-end encryption, and that customer data is not used to train models.

Helpful Tips

Validate document coverage early — For products like this, buyers should test the system on the specific fund documents, reporting formats, and diligence materials their team uses most often.
Map current workflows before rollout — Since Clarum emphasizes adapting to firm-specific processes, implementation will likely work best when teams clearly document their review, monitoring, and reporting steps first.
Start with a narrow use case — Diligence memo preparation, portfolio monitoring summaries, or recurring reporting are practical entry points before expanding automation across the full investment process.
Review output governance — Even with automation, private markets teams should define approval steps for analytics and deliverables, especially where investment judgment or partner sign-off is required.
Assess security requirements against internal policy — The site provides strong security signals, but firms should still confirm fit with their own data handling, retention, and access control requirements.