Agentic AI Platform for Finance
Use the power of AI to help you become better investors & lenders
Over $3 Trillion of Investment and Lending decisions still rely on manual effort and outdated technology. Claira built a better way.
Meet Claira, Your Purpose Built Investment Agent
Interact with Claira like a teammate, specifically built to support your investment team so your team can focus on making better investments.
Leverage Your Institutional Knowledge
Claira captures, organizes, preserves, and analyzes your firm’s proprietary knowledge and activity, making it more actionable than ever.
Powered by the Leading Financial Reasoning Model
AI agents trained by the most sophisticated bankers, investors, and AI researchers, with sources, so teams can see exactly how conclusions are reached.
Integrated Platform Connects With Your Existing Tech Stack
Claira integrates seamlessly with the tools you already use. Pull data from multiple sources and push insights where your team needs them.
INSIGHTS
Accelerating your Fund Analysis
Avoiding Costly AI Missteps in Private Credit
A structured perspective on deploying AI in private credit while mitigating regulatory, operational, and reputational exposures—and maintaining disciplined value realization.
BC Partners Scales Analyst AI Tools with Claira-powered Allvue Document IQ
How BC Partners applies AI-enabled document intelligence to accelerate due diligence, reduce manual review, and improve the consistency and speed of investment analysis.
Operational Alpha: Gaining an Edge on What Private Credit Firms Already Know
Why sustained outperformance increasingly depends on operating discipline—faster execution, tighter processes, and improved decision velocity across the full investment lifecycle.
Case Study: How a $5B Firm Supercharged Deal Execution with Claira
A case study on how a mid-market manager materially shortened deal timelines by modernizing document workflows and strengthening execution rigor across the transaction process.
Choose the right plan for your team
Scale as you grow. No hidden fees.
- Access to Claira Agentic AI Platform
- Confidential email inbox with Claira agent
- Automatic deal capture & categorization
- AI-powered deal analysis
- Data export
- Data never used for AI training
- Access to Claira Agentic AI Platform
- Confidential email inbox with Claira agent
- Automatic deal capture & categorization
- AI-powered document extraction
- Data export
- Data never used for AI training
- Agent customization and workflow & alerting configuration
- Dedicated Customer Success Manager
- API access and integrations
- Custom reporting & dashboards
- Access to Claira Agentic AI Platform
- Confidential email inbox with Claira agent
- Automatic deal capture & categorization
- AI-powered document extraction
- Data export
- Data never used for AI training
- Agent customization and workflow & alerting configuration
- Dedicated Customer Success Manager & Technical Support Team
- API access and custom 2-way integrations
- Custom reporting & investment committee dashboards
- Flexible deployment (cloud, VPC, on-prem)
- Support to bring your own LLM keys
Adaptive AI
From complex documents to actionable data, Claira helps you ask the right questions to make the most informed investment decision. Claira analyzes all the deal information you need specifically for your underwriting or valuation tools and provides insights adapted to your investment philosophy.
Expert-Level Data Extraction
Claira enhances your analyst team by eliminating rote work and improving efficiency by over 85%. The AI learns how you analyze deal-data and make calculations. It then creates a structured data set that seamlessly integrates into your existing financial models and systems.
Benchmark the Market
Claira hosts information on all deals to help spot market trends and discover new opportunities. Create synergies across your teams with one reliable source of truth.
Streamlined Deal Analysis
Claira makes sure you’re spending your time on the right problems and on the right deal. Expand your analyst team's capacity and increase your deal flow.
Deal Monitoring
Efficiently get updated deal information from ongoing reports to effectively monitor existing deals. Track updates against key metrics and covenants to actively manage your portfolio.
See Claira in action
Schedule a demo to see how teams have embedded Claira’s agentic AI platform into their investment DNA
Request a Demo