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What is Navable?

Navable is a highly adaptable software suite tailored for the management of alternative assets, allowing fund managers and private market firms to shift crucial financial and investor functions from traditional spreadsheets to an efficient digital platform that boosts both productivity and clarity. By automating various processes, such as carried interest and compensation planning, it adeptly oversees vesting schedules, allocations, co-investment initiatives, award letters, and reporting—all within a single integrated system—which significantly decreases manual errors and alleviates operational challenges. The platform also boasts a customized total compensation dashboard that provides employees with a clear view of their salaries, bonuses, carry, and co-investment amounts, thereby improving retention and understanding of their incentives. In addition, Navable streamlines a thorough digital onboarding experience for investors, featuring e-subscriptions, tailored workflows, compliance oversight, and a secure investor portal, along with functionalities for capital calls, distributions, document management, and regulatory compliance verification. Moreover, it supplies aggregated reporting and insights at the fund level for general partners, which significantly enhances their decision-making processes. Ultimately, by utilizing Navable, firms can not only optimize their operational workflows but also ensure a higher degree of transparency for all stakeholders involved, fostering trust and collaboration throughout the investment process. This comprehensive approach positions Navable as a vital tool in the evolving landscape of alternative asset management.

What is Clariteer?

Clariteer is a cutting-edge platform tailored for portfolio reporting, specifically aimed at individual investors and small family offices involved in direct investments within private equity and venture capital funds. Instead of having users manually comb through quarterly reports, capital account statements, notices, and email communications, Clariteer utilizes artificial intelligence to automatically interpret, organize, and consolidate critical information. The platform equips investors with a detailed dashboard that showcases vital metrics including commitments, paid-in capital, net asset value (NAV), capital calls, distributions, and performance metrics such as total value to paid-in (TVPI), distributions to paid-in (DPI), and internal rate of return (IRR), all while accommodating various funds, currencies, and geographical areas. Moreover, Clariteer offers cash-flow modeling capabilities that enable users to forecast upcoming capital calls and distributions, enhancing their financial planning. The platform also boasts attractive visual representations, cash flow timelines, portfolio overviews, and options for generating downloadable reports, thereby eliminating the chaos of spreadsheets and disorganized documents. This leads to greater clarity, consistency, and control for investors managing their private market assets. Designed specifically for founders transitioning into investment roles, angel investors, and smaller family offices in search of professional reporting solutions, Clariteer distinguishes itself as an indispensable tool in the realm of investment management. Its intuitive interface and robust functionalities make it a crucial resource for anyone dealing with the intricacies of private equity and venture capital investments, ultimately facilitating smarter decision-making in a complex financial landscape.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Navable

Date Founded

2021

Company Location

United States

Company Website

www.navable.com

Company Facts

Organization Name

Clariteer

Date Founded

2025

Company Location

Belgium

Company Website

www.clariteer.com

Categories and Features

Categories and Features

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