Clade turns unstructured investment data into a continuous intelligence layer for diligence, monitoring, reporting, and decision-making.
Allocators use Clade to:
Understand funds and deals across the full body of materials—not one document at a time.
Surface risks, obligations, and inconsistencies before they become problems.
Prepare IC memos, meeting notes, board updates, and bespoke reports grounded in source language.
Preserve institutional knowledge across turnover, time, and growing portfolios.
The full diligence record. Synthesized, and kept current.
Analyze DDQs, decks, LPAs, policies, financials, and notes as a single connected record
Normalize terms, economics, and governance across funds and vintages
Expose contradictions, omissions, and embedded risk across materials
Documents understood as a system — not isolated PDFs.
Compare terms across funds and vintages
Surface MFN-relevant clauses and edge cases
Track obligations, discretion, and investor protections over time
Know what changed. Know what didn't.
Track narratives, promises, exposures, and risk signals by fund
Identify shifts early — before they become problems
Prepare sharper questions before every manager interaction
Analysis your institution can stand behind.
IC updates, ODD and monitoring memos, and board-ready summaries
Clear separation of facts, interpretation, and open questions
Always traceable back to source materials
The work is too long-lived, too nuanced, and too consequential.
Clade is built for:
Multi-year diligence, not disposable prompts
Real document conflict, not single-file summaries
Institutional accountability, not black-box answers
Decisions where precision actually matters
Diligence compresses without sacrificing rigor
Teams share a single, defensible view of the record
Key terms and risks stop getting rediscovered late
Turnover stops erasing institutional knowledge
IC discussions shift from "what does this say?" to "what do we believe?"
Document archives compound into an advantage
A real fund, deal, or portfolio. We'll show you exactly what Clade produces — using your documents, your history, your standards.