Clade connects every deal artifact into a single intelligence layer — so teams stop rebuilding context and start making calls with complete conviction.
Fund managers use Clade to:
Understand companies and deals across every diligence artifact, not isolated files.
Surface risks, assumptions, and inconsistencies before capital is committed.
Surface contradictions across management materials, diligence findings, and third-party reports.
Preserve deal knowledge across teams, time, and turnover.
Clade synthesizes the full deal record—CIMs, data room documents, financials, models, legal agreements, expert calls, and notes—into structured intelligence.
Draft IC memos and deal summaries with citations to source materials.
Track key assumptions, risks, and unresolved questions.
Update deal narratives as new information arrives.
Preserve deal knowledge across teams, time, and turnover.
Clade helps teams reason across complex deal documentation without losing context.
Extract and compare key terms across purchase agreements, credit docs, and side letters.
Flag investor protections, covenants, and downside scenarios.
Maintain a clear view of obligations, rights, and structural risk.
Surface buried clauses, conflicts, and changes as documents evolve.
Clade turns diligence into coherent, defensible narratives.
IC materials that separate facts, analysis, and judgment.
Clear articulation of the investment case, key risks, and unresolved assumptions.
Fast iteration as new information arrives late in the process.
Clade keeps deal understanding alive after close.
Track performance, risk signals, and strategic changes across updates and calls.
Compare actual performance to underwriting assumptions.
Prepare sharper board materials and internal updates.
Clade is built for:
Multi-month diligence processes with constantly evolving information.
High-stakes decisions where nuance, provenance, and context matter.
Teams collaborating across investment, legal, and operations.
Workflows where missing a buried clause or assumption has real cost.
Clade doesn't replace judgment.
It sharpens it by ensuring nothing important stays hidden.
Deal teams don't use Clade to automate thinking. They use it to finally see the full picture.
Faster deal execution without sacrificing depth
Stronger alignment across deal teams
Fewer surprises at IC and after close
Institutional memory that compounds with every investment
A CIM, data room, or IC deck. We'll show you exactly what Clade produces — using your own materials.