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| Feature | ||
|---|---|---|
| Rating |
4.1
|
3.7
|
| Reviews | 11 | 9 |
| Category | Payment Processing | Payment Processing |
| Description |
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. |
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI. |
| Website | https://clarum.ai | https://www.goldenbasis.com |
| Positives |
"The team uses it daily. Essential for our operations."
Jessyca Weimann - 5/5
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"Great value for money. Worth every penny."
Kristoffer Price - 5/5
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| Negatives |
"Not quite what we expected. Lacking some key features."
Gabriella Mayert - 1/5
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"Overpriced for what you get. Better alternatives exist."
Jodie Pfannerstill - 1/5
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| Details | View Full Review → | View Full Review → |