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    Clarifi
    Investor Channel

    Portfolio visibility,without reconciliation chaos.

    Standardize burn, runway, and growth across every company in one defensible operating view. Trace each number to source ledger evidence.

    Portfolio ARRLive Feed
    $124.5M
    8-company weighted trendSample data

    Connected Sources

    Live sync with the systems your companies already use.

    QuickBooks, Xero, and modern finance stack connectors feed a normalized metric layer so portfolio and company views speak the same language.

    Source-nativeSchema-normalizedContinuously synced
    QuickBooks logo
    Xero logo
    Mercury logo
    Brex logo
    Ramp logo
    NetSuite logo

    Shared Operating Reality

    One financial language for both sides of the table.

    Clarifi aligns founders and investors on the same definitions, assumptions, and source-backed metrics so decisions move faster with less friction.

    Founder / CFO Track

    Investor-ready financials, automated.

    • Board-ready reports: Automated packs that save 10+ hours per cycle.
    • Defensible runway: Transparent calculations your board and investors trust.
    • Always-on data room: Fundraising-ready metrics, no last-minute scramble.

    "Connect once. Report automatically. Stay aligned with your investors."

    Start as Founder

    Investor / Portfolio Ops Track

    Portfolio visibility without the chase.

    • Standardized KPIs: Compare burn, runway, and MRR across all holdings.
    • Risk signals: Automated alerts on runway compression and burn spikes.
    • Zero manual follow-up: Real-time sync from connected accounting systems.

    "Real-time portfolio metrics. Standardized definitions. Institutional-grade visibility."

    Explore Portfolio Solutions

    Shared Data Contract

    Metric definitions

    Assumption registry

    Source lineage proofs

    Governance & Traceability

    Metric to source line. Every step visible.

    Reported KPI to source transaction is a visible chain, not a black box. Every important metric in Clarifi carries method and lineage context designed for board, IC, and LP scrutiny.

    View security documentationReview method

    Every KPI links to its definition, source accounts, and underlying transactions

    Immutable change log: who changed what, when, and why

    AES-256 encryption at rest and in transit

    Role-based access with per-company granular permissions

    AES-256 ENCRYPTIONactive
    GDPR CONTROLSactive
    SOC 2 TYPE IIin progress
    ISO 27001planned

    Commercial Model

    For Investors & Institutional Funds

    Institutional Scale

    Primary Standard

    Investor & Portfolio

    The firm-wide standard of truth

    VCs, PE firms, and Portfolio Operations leads

    Included

    • Portfolio-wide Visibility Dashboard
    • Unified KPI Standard across all holdings
    • Automated Data Request Workflows
    • Real-time Runway Risk monitoring
    • Portfolio Benchmarking & Analytics
    • Unlimited Fund Entities
    Talk to our investor team

    Deployment Signals

    Average onboarding

    14 days

    Typical portfolio scope

    8 to 60 entities

    Security review packet

    Available pre-pilot

    Need procurement or compliance artifacts before pilot kickoff? We provide a security and data controls packet in your first evaluation call.

    For Founders & Finance Teams

    Strategic Finance Layer

    Early-Stage

    Investor-ready from day one

    Bootstrapped or Seed-stage founders

    Included

    • Direct accounting system sync
    • Standardized Runway & Burn tracking
    • Board-ready KPI exports
    • Scenario modeling (1 base case)
    • 1 Entity included
    Start free trial

    Growth

    Strategic finance at scale

    Series A+ companies and multi-entity groups

    Included

    • Everything in Early-Stage
    • Advanced Scenario Modeling
    • Multi-entity Consolidation
    • Custom KPI & Formula definitions
    • Priority Investor Update workflows
    • Dedicated Success Manager
    Contact for Beta Access

    FAQ

    Transparent answers for high-stakes reporting.

    Questions investors and founders ask most when evaluating standardized operating metrics.

    Evaluation Checklist

    Ask to see KPI-to-ledger traceability in a live walkthrough.

    Confirm data update cadence and exception handling policy.

    Validate role-based controls and audit visibility.

    Need a deeper integration or security walkthrough with your data team?

    Most onboarding pilots run 2 weeks with a defined success rubric.

    The Monthly Portfolio Benchmark

    Aggregated portfolio metrics, normalization insights, and operational best practices. One email per month.

    One monthly benchmark · No noise · Unsubscribe anytime

    Activation

    See your portfolio clearly. Start in minutes.

    Connect your accounting systems. Get standardized, traceable metrics across your portfolio, or start as a founder with automated board reports.

    No account required

    No migration project requiredBoard-ready from week 1Institutional controls built-in

    Clarifi

    Preparing normalized portfolio intelligence and source-linked metrics.

    Loading the finance translation layer for your workspace.