Finance & Investment
The AI workspace for finance and investment teams.
Run due diligence, source deals, and track portfolios with agents that read documents and enrich data.
The workflow today.
The friction your team works through every week.
01
Diligence means reading hundreds of pages under deadline and still worrying you missed the one line that matters.
02
Deal sourcing at scale is a spreadsheet problem no spreadsheet solves.
03
Comparing acquisition targets still means rebuilding the same spreadsheet from scratch for each deal.
How Clavy helps.
A unified workspace for your research, documents, and agents, built for any workflow.
Run diligence at deal speed
Extract terms and signals across every document or target at once.
One home for every data room
Filings, memos, and agreements stay searchable with citations to the source page.
Ask the hard questions
Chat across your diligence tables and documents to pressure-test the deal.
Use cases.
Common workflows teams run on Clavy. Each one starts as a table and scales from there.
Diligence area | FindingAI | BenchmarkAI | AssessmentAI | Follow-upAI | |
|---|---|---|---|---|---|
1 | Revenue quality | 82% recurring, multi-year contracts dominate | Strong mix for Series B SaaS | Strength | Verify the ARR bridge against billings |
2 | Net revenue retention | 118%, expansion-led, low logo churn | Top quartile for Series B SaaS | Strength | Confirm NRR excludes one-time upsells |
3 | Customer concentration | Top 3 customers = 41% of ARR | Above the 25% comfort line for the stage | Concern | Pull contract terms and renewal dates for top 5 |
4 | Unit economics | CAC payback 14 months, LTV/CAC 4.2x | In line with efficient SaaS peers | Strength | Rebuild CAC with fully loaded sales cost |
5 | Market size | $6B TAM, growing 18% a year | Large enough for a fund-returner | Strength | Pressure-test the bottom-up SAM build |
6 | Competitive moat | Workflow lock-in, but no data or network moat | Thinner than the category leaders | Watch | Map switching cost vs the two closest rivals |
7 | Founder & team | Repeat founders, one prior exit; key eng roles open | Above-average pedigree for the stage | Strength | Reference 3 former colleagues of the CEO |
8 | Burn & runway | $640K monthly burn, 11 months left | Tight; peers raise at 18+ months | Watch | Model runway under a 20% revenue miss |
9 | Cap table & dilution | Clean table, 19% option pool, no secondary | Healthy for a Series B round | Strength | Confirm the pool top-up is sized in the model |
10 | Legal & IP | All IP assigned; one pending trademark dispute | Minor; standard for the stage | Watch | Get counsel's read on the trademark claim |
Enterprise-grade security.
Security built into every layer, from encrypted data storage to role-based access and a firm policy that your data is never used to train foundation models.
Run it on your data.
Bring a real use case to the demo. We will show how it runs on Clavy end to end.