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Clarum

Investment Due Diligence & Research, Accelerated by AI.

Clarum is an investment due diligence and research platform designed for private equity investors. It connects directly to a firm’s data sources, structures key financial metrics and deal terms, and performs analysis with AI across Excel, Word, and PowerPoint—mirroring the approach of an associate conducting due diligence. Clarum is trusted by private equity firms, family offices, venture capital groups, and consulting teams. We automate major parts of the diligence workflow, enabling faster insights and better risk coverage.
Active Founders
Anton Otaner
Anton Otaner
Founder & CEO
Tommy He
Tommy He
Founder
Clarum
Founded:2023
Batch:Winter 2024
Team Size:3
Status:
Active
Location:San Francisco
Primary Partner:Diana Hu
Company Launches
Clarum - Your AI Associate for Private Equity Due Diligence
See original launch post

Hi everyone,

We’re Anton and Tommy, co-founders of Clarum.

Here’s a short demo video showing how it works:

📽 https://youtu.be/absLLXBYswc

TL;DR

Clarum is the AI associate for private equity due diligence and research.

Clarum works directly with Excel, Word, and PowerPoint to structure financials, extract deal terms, and analyze data—without requiring teams to change tools or workflows. Firms use Clarum to speed up deal evaluation, reduce errors, and improve risk visibility across their pipeline.

The Problem

Private equity diligence is still manual—making it hard to assess risk quickly across large data rooms and short timelines.

Despite growing deal volume and increasing data complexity, teams still rely on fragmented workflows across Excel, Word, and PowerPoint. It’s slow, repetitive, and difficult to scale—especially when consistency, speed, and accuracy are critical.

🛠️ Our Solution

Clarum connects to your data and analyzes deal materials with Excel, Word, and PowerPoint, using AI to automate key parts of the diligence workflow. We tailor Clarum to your specific processes, so results appear in your familiar environment and formats — no new tool to learn.

Firms use Clarum to:

  • 📄 Generate screening memos
  • 📊 Build returns analyses and models
  • 📈 Create deep-dive slide decks
  • 📉 Reconcile income statements and chart financials
  • 📚 Summarize CIMs and legal documents
  • 🚨 Flag inconsistencies across files
  • 📎 Compare and benchmark deals
  • 🗂️ Categorize and summarize data room contents

The result: faster deal cycles, cleaner outputs, and stronger confidence heading into IC—without changing how teams work today.


The Ask

If you are or know:

  1. Managing Partner / Head of Family Office who believes AI and automation are critical for building long-term operational leverage.
  2. Principal / Investment Director at a LMM PE firm or Family Office looking to scale analytical output and automate diligence—without changing the tools the team already uses.
  3. CIO / Head of Investments exploring how AI can enhance risk assessment and portfolio insights without adding technical overhead.
  4. VP / Senior Associate aiming to reduce manual data work and focus more time on high-impact analysis.

We’d love to help.

👉 Book a demo at clarum.ai

📬 You can also reach us directly at contact@clarum.ai.

Thanks for reading. Looking forward to connecting.

Other Company Launches

Clarum: AI-powered due diligence

Clarum helps private equity firms close more deals by conducting accelerated and reliable due diligence.
Read Launch ›