How does Clarifi calculate runway?

From your actual cash balance and average monthly burn over a configurable lookback period (default: 3 months). Every calculation shows its formula and source data.

Can I trace a KPI back to source transactions?

Yes. Every metric includes a drill-down path: KPI → definition → mapped accounts → source transactions. The full chain is visible and auditable.

How is this different from another dashboard?

Dashboards display data; Clarifi standardizes it. We normalize disparate charts of accounts into a unified schema so every metric is comparable across your portfolio, not just displayed.

Clarifi

One financial truth, defensible to the penny.

Normalized metrics, traceable to source data, defensible in any IC or LP meeting.

Founder Operating Layer

Runway certainty without spreadsheet debt.

Automate board-ready burn, runway, and KPI updates from live source systems with explicit assumptions and source-level traceability.

Open Founder Demo

RunwayLive Feed

~18 mo

Net burn · 3-month lookback

Reads from where your portfolio companies already live.

Live sync with the systems your companies already use.

No new system of record, no migration. Connect once, normalize forever. QuickBooks, Xero, and modern finance stack connectors feed a normalized metric layer so portfolio and company views speak the same language.

Built for the modern finance stack. Reads from where your portfolio companies already live.

Source-nativeSchema-normalizedContinuously synced

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: Live sync from connected accounting systems.

"Live portfolio metrics. Standardized definitions. Institutional-grade visibility."

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Shared Data Contract

Metric definitions

Assumption registry

Source lineage proofs

The Payoff

Defensible to the Penny.

Every metric in your dashboard is a hyperlink, not a dead number. Drill down from Runway to Burn Calculation to Expense Categories to Source Transactions.

The Data Bridge

Stop emailing financials to investors.

Founders publish a single scoped grant; investors read normalized metrics within that scope. No spreadsheets in inboxes, no stale snapshots, no copy-paste between board decks. Grants are revocable.

Founder publishes — investor reads within the grant scope.
Grants are time-bounded and revocable.
Grant lifecycle events are recorded for review.

See the bridge model

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 documentation Review method

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

Change log captures who changed what and when, on key edit events

AES-256 encryption at rest and in transit

Role-based access with per-company granular permissions

AES-256 ENCRYPTIONactive

GDPR CONTROLSactive

SOC 2 TYPE II — AUDIT UNDERWAY

ISO 27001planned

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?

Contact our team

Most onboarding pilots run 2 weeks with a defined success rubric. See all pricing & fit questions →

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

The Monthly Portfolio Benchmark

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

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