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CLARA Investor Portal from CLARA
Centralizes LP communications, secure document storage, performance dashboards, automated distribution notices, capital account statements, and compliance reporting for VC firms.
Product analysis by function
Investor Relations Systems for Portfolio Management
Communication and reporting tools for keeping limited partners informed about portfolio performance, investment activities, and fund metrics.
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Data Integration & Aggregation
(0 Yes /0 Known /10 Possible features)
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Multi-system Integration Integrates with external data sources and portfolio management tools. |
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API Availability Supports secure APIs for data import/export and system interconnectivity. |
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Custom Data Mapping Maps and normalizes data fields from disparate sources for consistent reporting. |
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Real-Time Data Sync Updates portfolio data in real-time from connected systems. |
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Bulk Data Upload Allows large-scale uploads of historical or periodic data (e.g., Excel, CSV). |
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Automated Data Validation Validates imported or synced data for errors and inconsistencies. |
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Data Enrichment Enhances imported records with market data or lookup values. |
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Scalability Supports increasing volumes of data as the portfolio grows. |
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Latency of Updates Time lag between data update in source and reflection in system. |
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Historical Data Storage Maintains and organizes historical investment and performance data. |
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Report Generation & Customization
(0 Yes /0 Known /11 Possible features)
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Customizable Report Templates Allows creation and re-use of branded, investor-facing report templates. |
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Automated Report Scheduling Schedules and automatically delivers periodic reports to stakeholders. |
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Dynamic Data Fields Inserts real-time or most up-to-date data into generated reports. |
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Multi-format Export Exports reports in various formats (PDF, Word, Excel, HTML). |
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Version Control Tracks changes and maintains versions of reports over time. |
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Batch Reporting Generates multiple reports at one time for different investors or funds. |
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Visualizations & Dashboard Embedding Includes charts, graphs, and dynamic dashboards in reporting. |
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Narratives & Commentary Integration Enables manual or automated insertion of narrative sections or qualitative commentary. |
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KPI & Benchmarking Selection Allows selection of custom KPIs or benchmarks for comparative analysis. |
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Report Personalization Personalizes reports for specific investors or LPs based on their interests or requirements. |
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Audit Trail for Reports Keeps record of report creation, modification, and distribution activity. |
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Communication & Investor Portal
(0 Yes /0 Known /10 Possible features)
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Branded Investor Portal Provides a customizable, web-based portal for investor access. |
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Secure Document Sharing Facilitates archival and distribution of sensitive performance documents to investors. |
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Two-factor Authentication (2FA) Requires an additional layer of security for investor access. |
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Mobile Access Permits investors and team members to access the platform via mobile devices. |
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Instant Notifications Sends real-time alerts and notifications (e.g., new reports, distributions, announcements). |
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Bulk and Individual Messaging Enables sending communications to all or individual LPs. |
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Activity Tracking Monitors which documents or reports are accessed by each investor. |
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Meeting & Event Calendar Shares meeting invites, webinars, and key events with LPs. |
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Multilingual Support Provides support for multiple languages for international investors. |
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FAQ & Resource Center Hosts FAQs, glossaries, guides, and educational resources for investors. |
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Performance Tracking & Analytics
(0 Yes /0 Known /10 Possible features)
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Portfolio Valuation Calculation Calculates and maintains up-to-date valuations at deal, company, and fund levels. |
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IRR Calculation Provides internal rate of return (IRR) calculations for deals and funds. |
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MOIC/TVPI Calculation Calculates Multiple on Invested Capital and Total Value to Paid In. |
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Benchmarks Comparison Compares portfolio metrics to public benchmarks or peer groups. |
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Attribution Analysis Analyzes what drives fund performance at the company, sector, or region level. |
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Custom Metric Configuration Allows creation and monitoring of custom financial or impact metrics. |
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Exportable Analytics Enables export of analysis, charts, and tables for further review. |
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Data Drill-down Supports clicking into summary data to view details. |
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Forecast & Scenario Modeling Offers tools for modeling future performance and outcomes. |
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Data Refresh Frequency Indicates how often analytics data is refreshed and updated. |
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Compliance & Security
(0 Yes /0 Known /10 Possible features)
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Role-based Access Control Restricts access to data based on role and need-to-know. |
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Audit Logs Maintains a comprehensive record of user actions and data changes. |
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Data Encryption Encrypts data at rest and during transmission. |
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Regulatory Compliance Certifications Attests to compliance with standards (SOC2, GDPR, etc.). |
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Data Retention Policies Supports configuration of customizable data retention periods. |
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User Activity Monitoring Tracks risky or unauthorized activities for security review. |
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Secure File Transfer Protocol Ensures all files are transferred over secure protocols (e.g., SFTP, HTTPS). |
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Penetration Testing Frequency Indicates regularity of third-party security penetration tests. |
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Privacy Policy Management Supports transparent communication of privacy terms to investors. |
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Legal Hold Support Allows data to be preserved in case of legal or regulatory investigation. |
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Capital Calls & Distributions Management
(0 Yes /0 Known /10 Possible features)
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Digital Capital Call Notices Issues electronic capital call notices to LPs with acknowledgment tracking. |
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Distribution Notices Automates distribution notice creation and delivery. |
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Status Tracking Tracks which LPs have responded or paid capital calls. |
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Document Templates Offers templates for capital call and distribution documents. |
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E-signature Integration Supports obtaining e-signatures for acknowledgments. |
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Automated Reminders Sends reminders to LPs with pending actions. |
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Payment Integration Links to banking or payment systems for tracking fulfillment. |
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Manual Override Options Allows staff to manually update status or correct errors. |
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Historical Call/Distribution Tracking Maintains complete records of all past calls and distributions. |
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Downloadable Receipts Allows LPs to download receipts for payments made. |
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User Experience & Accessibility
(0 Yes /0 Known /10 Possible features)
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Intuitive User Interface Features a modern, easy-to-navigate web interface. |
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Accessibility Standards Compliance Meets standards for users with disabilities (e.g., WCAG). |
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White-labeling Options Customizes branding to match fund identity. |
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Configurable Dashboards Allows users to personalize views and widgets. |
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Quick Search & Filters Helps users quickly locate specific data or documents. |
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Bulk Actions Performs actions (such as sending messages) across multiple records at once. |
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Multi-device Responsiveness Optimized for desktops, tablets, and smartphones. |
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Onboarding Assistance Provides guides and tutorials for new users. |
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Localization Support Supports international settings for currency, dates, and language. |
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Helpdesk & Live Chat Offers users immediate support from vendor staff. |
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Collaboration & Workflow
(0 Yes /0 Known /10 Possible features)
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Task Assignment & Management Assigns and tracks internal tasks related to investor relations. |
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Approval Workflows Routes reports and communications for managerial approval. |
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Commenting & Discussion Threads Allows team members to discuss and annotate documents or reports. |
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Activity Feeds Shows real-time updates on collaborative activity. |
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Role-based Permissions Fine-grained control over actions that different team members can perform. |
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Internal Notifications Alerts staff to new tasks, investor inquiries, or workflow steps. |
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Integration With Collaboration Platforms Connects with tools like Slack, Microsoft Teams, or other workflow apps. |
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Template Sharing Lets teams share best-practice report or message templates internally. |
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Calendar Integration Syncs tasks and events with Outlook, Google Calendar, etc. |
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Progress Dashboards Visualizes status of collaborative tasks and projects. |
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Audit & Transparency
(0 Yes /0 Known /10 Possible features)
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Comprehensive Audit Trail Captures all alterations and data accesses by users. |
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Time-stamped Event Logs Every action and event is marked with an exact timestamp. |
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Read/Delivery Receipts Records when communications or documents are accessed by LPs. |
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Data Change Reason Capture Prompts users to supply a reason when altering key records. |
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Field-level Change History Tracks edits at the individual data field level. |
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Regulatory Archive Export Supports export of all records for regulatory review or audit. |
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Transparency Dashboard Central view to show all investor interactions and document accesses. |
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Incident Reporting Facilitates logging and investigation of data access incidents. |
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User Consent Logging Records explicit user consent when required (privacy, terms, etc.). |
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Automated Audit Report Generation Compiles periodic audit reports for compliance or board review. |
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Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
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Custom Field Support Allows adding custom fields to data records as needed. |
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API Extensibility Provides public APIs or SDKs to extend system functionality. |
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Customizable Workflows Lets administrators define their own workflows and approval steps. |
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Theming & Branding Options Supports custom color schemes, fonts, and logos. |
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Plug-in or Add-on Marketplace Integrates third-party modules or apps into the system. |
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Rule-based Automation Automates repetitive tasks based on configurable rules. |
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Integration with CRM and ERP Systems Connects with Salesforce, NetSuite, or similar platforms. |
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Custom Script Support Allows advanced users to upload or code scripts for custom logic. |
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Template Customization Tools Lets users design and modify document/report templates visually. |
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Change Management Tools Facilitates controlled rollout and testing of customizations. |
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Support & Service
(0 Yes /0 Known /10 Possible features)
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24/7 Support Availability Offers round-the-clock technical and product support. |
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Dedicated Account Manager Assigns named contacts for relationship management. |
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Online Knowledgebase Provides searchable documentation and self-service guides. |
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Regular Training Sessions Includes live and recorded training for staff and investors. |
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User Community Forums Support from a peer community of other customers. |
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Issue & Feature Tracking Portal Users can log issues and track feature development progress. |
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Onboarding Assistance Helps new customers configure and go-live efficiently. |
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Service Level Agreement (SLA) Clearly defines uptime, response, and resolution times. |
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System Health Dashboard Shows service status, planned downtime, and system metrics. |
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Personalized Implementation Support Provides tailored support for migration and customization. |
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