at Financial Technnology Year
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CLARA Investor Portal from CLARA
Centralizes LP communications, secure document storage, performance dashboards, automated distribution notices, capital account statements, and compliance reporting for VC firms.
Product analysis by function
Investor Relations Systems for Portfolio Management
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
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Data Integration & Aggregation
(6 Yes /6 Known /10 Possible features)
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
Described as centralizing and integrating LP communications, document storage, and performance dashboards, implying integration with portfolio data and external systems. | |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
Vendor site lists an API section (https://www.clara.com/investor-management/), indicating API support. | |
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Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
Supports importing and normalization of LP and portfolio data for reporting, per website. | |
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Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
No information available | |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
Marketing materials mention bulk uploads of documents and historic data (e.g., statements, reports). | |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
Site references automated checks on uploaded capital account data and other documents. | |
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Data Enrichment Enhances imported records with market data or lookup values. |
No information available | |
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Scalability Supports increasing volumes of data as the portfolio grows. |
No information available | |
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Latency of Updates Time lag between data update in source and reflection in system. |
No information available | |
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Historical Data Storage Maintains and organizes historical investment and performance data. |
Describes 'capital account history' and 'compliance reporting'—requires historical data retention. |
Report Generation & Customization
(8 Yes /8 Known /11 Possible features)
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
Mentions branded investor reports and custom statements. | |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
Describes automated delivery of periodic capital account statements and notices. | |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
No information available | |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
Mentions export capabilities for PDF, Excel, etc. in portal documentation. | |
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Version Control Tracks changes and maintains versions of reports over time. |
No information available | |
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Batch Reporting Generates multiple reports at one time for different investors or funds. |
Supports batch report generation for multiple LPs/funds. | |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
Performance dashboards with visual charts and graphs are part of core feature set. | |
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Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
No information available | |
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KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
Compliance reporting and benchmarking suggest custom KPI support. | |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
Advertises personalized and branded capital account statements for each investor. | |
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Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
Keeps creation and distribution records of investor reports in portal. |
Communication & Investor Portal
(7 Yes /7 Known /10 Possible features)
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
Described as 'customizable, web-based portal for investor access' with fund branding. | |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
Supports archival and secure sharing of performance documents. | |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
Described as having 'secure login' with '2FA available' in feature set. | |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
Investor and team portal accessible via mobile browsers (per demo screenshots). | |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
Sends real-time alerts to LPs for new reports and distributions. | |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
Bulk messaging to all LPs and segmented communications supported, per feature list. | |
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Activity Tracking Monitors which documents or reports are accessed by each investor. |
Activity tracking of LP document/report access noted on support page. | |
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Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
No information available | |
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Multilingual Support Provides support for multiple languages for international investors. |
No information available | |
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FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
No information available |
Performance Tracking & Analytics
(4 Yes /4 Known /10 Possible features)
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
Maintains and calculates portfolio, company, and fund valuations as part of dashboard. | |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
Advertised as providing full IRR calculations for funds and deals. | |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
Supports MOIC/TVPI calculations as part of performance dashboard. | |
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Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
No information available | |
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Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
No information available | |
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Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
No information available | |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
Charts, tables, and analytics are exportable to various formats for review. | |
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Data Drill-down Supports clicking into summary data to view details. |
No information available | |
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Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
No information available | |
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Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
No information available |
Compliance & Security
(7 Yes /7 Known /10 Possible features)
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Role-based Access Control Restricts access to data based on role and need-to-know. |
Role-based permissions for investor, GP, and admin noted on product page. | |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
Comprehensive logging of user actions and data access described under compliance features. | |
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Data Encryption Encrypts data at rest and during transmission. |
Data encrypted in transit (HTTPS) and at rest according to vendor's security documentation. | |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
GDPR and SOC2 compliance referenced in documentation. | |
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Data Retention Policies Supports configuration of customizable data retention periods. |
No information available | |
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User Activity Monitoring Tracks risky or unauthorized activities for security review. |
Audit trail and monitoring features for user activity align with requirement. | |
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Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
File transfer and portal access over HTTPS/SFTP per secure document sharing and support sections. | |
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Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
No information available | |
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Privacy Policy Management Supports transparent communication of privacy terms to investors. |
Privacy policy notices and user agreements available to all portal users. | |
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Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
No information available |
Capital Calls & Distributions Management
(7 Yes /7 Known /10 Possible features)
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
Sends digital capital call notices and tracks LP acknowledgments through the portal. | |
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Distribution Notices Automates distribution notice creation and delivery. |
Automates creation and secure delivery of distribution notices, as highlighted in features. | |
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Status Tracking Tracks which LPs have responded or paid capital calls. |
Tracks LP status on capital calls and received payments. | |
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Document Templates Offers templates for capital call and distribution documents. |
Templates for capital calls, distributions, and account statements documented. | |
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E-signature Integration Supports obtaining e-signatures for acknowledgments. |
No information available | |
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Automated Reminders Sends reminders to LPs with pending actions. |
Reminders and nudge notifications sent to LPs for pending actions (demonstrated in product videos). | |
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Payment Integration Links to banking or payment systems for tracking fulfillment. |
No information available | |
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Manual Override Options Allows staff to manually update status or correct errors. |
No information available | |
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Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
Maintains digital archive of all prior call/distribution notices for each LP. | |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
LPs can view and download receipts for capital call and distribution payments. |
User Experience & Accessibility
(6 Yes /6 Known /10 Possible features)
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
Modern, easy-to-navigate UI demonstrated in product tour and marketing site. | |
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Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
No information available | |
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White-labeling Options Customizes branding to match fund identity. |
Custom portal branding with white-label options highlighted in marketing. | |
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Configurable Dashboards Allows users to personalize views and widgets. |
No information available | |
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Quick Search & Filters Helps users quickly locate specific data or documents. |
Quick search and robust filtering tools highlighted in demos and sales materials. | |
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Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
Bulk messaging, report delivery, and other actions supported in the UI. | |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
Web portal is mobile- and tablet-optimized as shown in product screenshots. | |
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Onboarding Assistance Provides guides and tutorials for new users. |
No information available | |
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Localization Support Supports international settings for currency, dates, and language. |
No information available | |
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Helpdesk & Live Chat Offers users immediate support from vendor staff. |
Describes chat and helpdesk support for users in portal. |
Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
No information available | |
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Approval Workflows Routes reports and communications for managerial approval. |
No information available | |
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Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
No information available | |
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Activity Feeds Shows real-time updates on collaborative activity. |
No information available | |
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Role-based Permissions Fine-grained control over actions that different team members can perform. |
No information available | |
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Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
No information available | |
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Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
No information available | |
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Template Sharing Lets teams share best-practice report or message templates internally. |
No information available | |
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Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
No information available | |
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Progress Dashboards Visualizes status of collaborative tasks and projects. |
No information available |
Audit & Transparency
(3 Yes /3 Known /10 Possible features)
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Comprehensive Audit Trail Captures all alterations and data accesses by users. |
Comprehensive audit trail claimed in compliance documentation on platform. | |
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Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
No information available | |
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Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
Records when documents are accessed/downloaded by LPs for audit trail. | |
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Data Change Reason Capture Prompts users to supply a reason when altering key records. |
No information available | |
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Field-level Change History Tracks edits at the individual data field level. |
No information available | |
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Regulatory Archive Export Supports export of all records for regulatory review or audit. |
Records exportable for regulatory compliance auditors. | |
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Transparency Dashboard Central view to show all investor interactions and document accesses. |
No information available | |
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Incident Reporting Facilitates logging and investigation of data access incidents. |
No information available | |
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User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
No information available | |
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Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
No information available |
Customization & Extensibility
(3 Yes /3 Known /10 Possible features)
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Custom Field Support Allows adding custom fields to data records as needed. |
Custom field support described for investor and fund records. | |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
No information available | |
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Customizable Workflows Lets administrators define their own workflows and approval steps. |
No information available | |
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Theming & Branding Options Supports custom color schemes, fonts, and logos. |
Custom logo, color, and branding per fund in documentation. | |
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Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
No information available | |
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Rule-based Automation Automates repetitive tasks based on configurable rules. |
No information available | |
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Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
No information available | |
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Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
No information available | |
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Template Customization Tools Lets users design and modify document/report templates visually. |
Template design/customization tools for reports and statements are described. | |
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Change Management Tools Facilitates controlled rollout and testing of customizations. |
No information available |
Support & Service
(4 Yes /4 Known /10 Possible features)
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24/7 Support Availability Offers round-the-clock technical and product support. |
Support via chat and email reported as available 24/7 on support page. | |
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Dedicated Account Manager Assigns named contacts for relationship management. |
No information available | |
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Online Knowledgebase Provides searchable documentation and self-service guides. |
Support site includes searchable knowledgebase and self-help guides. | |
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Regular Training Sessions Includes live and recorded training for staff and investors. |
No information available | |
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User Community Forums Support from a peer community of other customers. |
No information available | |
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Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
No information available | |
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Onboarding Assistance Helps new customers configure and go-live efficiently. |
Product documentation and service guides referenced for onboarding assistance. | |
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Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
References clear service level commitments (uptime, response times) in support section. | |
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System Health Dashboard Shows service status, planned downtime, and system metrics. |
No information available | |
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Personalized Implementation Support Provides tailored support for migration and customization. |
No information available |
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