Clade

AI-driven platform streamlining investment workflows for investors and fund managers.

Founded by: Jonathan Liptonin 2016

Use Clade to enhance your investment processes with AI-powered tools that streamline data management and team collaboration. Designed for investors and fund managers, Clade helps you efficiently source, analyze, and monitor investments. Its standout features include AI-driven data analysis and a collaborative workspace, allowing you to make informed decisions and save valuable time.

Integrations

Excel, CRM systems, Email platforms

Who is it for?

Investment Analyst, Portfolio Manager, Fund Manager, Financial Advisor, Venture Capitalist, Private Equity Professional

Tasks it helps with

Efficiently sourcing investment opportunities

Automating data analysis and reporting

Collaborating seamlessly with team members

Monitoring portfolio performance

Managing investor relations

Streamlining due diligence processes

Overall Web Sentiment

People love it

Time to value

Quick Setup (< 1 hour)

Reviews

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