Claira Inc
Claira Inc is an agentic AI platform that automates deal intelligence, document extraction, and institutional knowledge capture for private credit funds, investment banks, and asset managers.
- Company typePrivate
- Founded2024
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Claira Inc does
Claira Inc is a New York-based software company that sells an agentic AI platform to investment teams in private markets. The core product automates deal intelligence workflows — capturing and structuring CIMs, term sheets, credit agreements, and IC memos; generating investment memos and credit write-ups; and maintaining a centralized, searchable institutional memory of a firm's proprietary deal activity. The platform is delivered as a three-tier SaaS subscription (Claira Core for individuals, Claira Advanced for teams, and Claira Enterprise for organizations), with Enterprise customers gaining flexible deployment (cloud, VPC, or on-prem), two-way integrations, and the ability to bring their own LLM keys. The company also ships six vertical-specific modules covering CLO trading desks, law firms, CRE investors/lenders, private credit hedge funds, investment bank debt capital markets, and loan operations.
Under the hood, Claira combines an in-house "purpose-built financial reasoning model" with a GPT-5 integration and custom prompt templates, supported by NLP, computer vision (extracting figures from embedded document images), structured-data extraction, anomaly detection, and agentic orchestration. Its AI is positioned as domain-native rather than a generic LLM wrapper, with cited sources for traceability of underwriting conclusions. Customer-reported outcomes include over 85% efficiency improvement on expert-level data extraction and 35%+ reduction in prep time at a $5B private credit firm (Company Capital).
Claira monetizes through annual and multi-year enterprise subscriptions sold via direct field sales, augmented by two channel motions: an OEM/embedded integration inside Allvue Systems' Andi Document Extraction application (reaching Allvue's installed base) and a VAR/implementation partnership with Soal Labs. Strategic investors Barclays and Citi are also reference clients, and the company counts BC Partners, Company Capital, and Velmont Credit among named customers. Total disclosed funding is approximately $7.23M (a $230K pre-seed in March 2024 and a $7M seed in June 2025), and the company was included in the 2025 CB Insights Fintech 100.
Claira Inc firmographics
Firmographics- Name
- Claira Inc
- Legal name
- Claira Inc.
- Website
- https://www.claira.io/
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Claira Inc is an agentic AI platform that automates deal intelligence, document extraction, and institutional knowledge capture for private credit funds, investment banks, and asset managers.
- Ownership category
- akta.pro rank
Claira Inc industry classification
Industry- Product category
- Investment Intelligence Software
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Services Personalization (Banking, Investing, Insurance) (HDAAAGAH)
- akta.pro secondary industry
- Algorithmic Trading & Execution Platforms (FSAFANAN)
Keywords
Where Claira Inc is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Claira Inc business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- SaaS Platform Subscription: Tiered SaaS subscription model with three plans: Claira Core (Individual), Claira Advanced (Teams), and Claira Enterprise (Organization). Each tier includes access to the agentic AI platform with increasing capabilities and support levels.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Individual plan - Claira Core: Basic AI platform access with deal capture and analysis |
| Subscription | Annual | Teams plan - Claira Advanced: Enhanced features for team collaboration with dedicated support |
| Subscription | Multi-year contract | Organization plan - Claira Enterprise: Full platform with flexibility for large institutions |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Claira Inc product offering
Product offeringCore offering
Claira Inc builds an agentic AI platform for investment teams in private markets that automates deal pipelines, deal origination, and deal management. The platform uses purpose-built financial reasoning models to capture, organize, and analyze proprietary deal documents (CIMs, term sheets, credit agreements), automatically extract key terms, generate investment memos and credit write-ups, and surface institutional knowledge across origination, underwriting, and post-close workflows.
Product overview
Claira is an Agentic AI platform for investment teams, consisting of a tiered product architecture: Claira Core (individual plan) provides the foundational AI agent and deal analysis capabilities; Claira Advanced (teams plan) adds AI-powered document extraction, API access, and custom workflows; and Claira Enterprise (organization plan) offers 2-way integrations, flexible deployment options, and BYOK LLM support. The platform is complemented by industry-specific solutions for CLO trading desks, law firms, credit analyst assistants, investment banks, private credit loan operations, and commercial real estate investors. Claira's technology also powers partner products including Allvue's Andi Document Extraction and Document IQ solutions. The platform enables deal intelligence across the entire private markets investment lifecycle.
Differentiator
Problem solved
Functional benefit
Products and services
- Deal Intelligence Platform Agentic AI platform that automates deal capture, categorization, document extraction, investment memo generation, and institutional knowledge preservation for investment teams in private credit, investment banking, and asset management. Offered in three tiers (Core, Advanced, Enterprise) with increasing capabilities and support.
- Capital Markets Desk Solution (CLO) Industry-specific solution for CLO trading desks that analyzes associated documents for each traded security and returns structured summary datasets incorporated directly into trading platforms for faster decisions on CLO bonds.
- Law Firm AI System Specialized local AI system for law firms that promises documents never leave premises while automatically analyzing, extracting, and centrally storing key deal terms, maintaining lawyer-client privacy and full traceability.
- Credit Analyst Assistant Solution for credit analysts at hedge funds that ingests data room information, creates key term summaries, flags points of interest, and learns investment and modeling patterns to accelerate deal analysis.
- Investment Bank Debt Capital Markets Solution
Quantifiable outcome
- Cut prep time by 35%+
- +3 more outcomes
Companies that use Claira Inc
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles6 records
Claira Inc technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration3 records
AI capability10 records
Feature5 records
Claira Inc partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and major.
- VeridioncoreStrategic partnership to combine private deal intelligence with Veridion's company data covering 134 million businesses worldwide. The integration enables deeper due diligence, deal screening, and portfolio analysis through Claira's AI agents enhanced by Veridion's firmographics, ESG, and technographic data.
- Allvue SystemscorePartnership to power Allvue's newly released Andi Document Extraction application. Claira's document intelligence technologies are embedded in Allvue's platform to transform unstructured data into investment management processes through AI and automation.
- Soal LabsmajorPartnership to deliver an off-the-shelf, fully integrated AI deal intelligence platform for private credit. Soal Labs ensures frictionless deployment and integration with existing systems including CRMs, file drives, market data platforms, and portfolio tools.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
Claira Inc competitors and assessment
Company assessmentDirect peers
- Hebbia: Hebbia builds an AI document analysis and knowledge worker platform purpose-built for finance, parsing long, complex financial documents to extract structured data and surface insights — directly overlapping Claira's document intelligence and deal analysis core.
- AlphaSense: AlphaSense is a market and competitive intelligence platform for investment and corporate teams, using AI to search and analyze earnings, broker research, expert calls, and proprietary documents — the closest direct competitor in AI-powered investment research and document analysis.
- Affinity: Affinity provides relationship intelligence and deal pipeline management for private equity, venture, and investment banking teams, capturing deal flow and meeting history automatically — directly comparable to Claira's deal origination and pipeline automation use cases.
- Midaxo: Midaxo is a deal flow and pipeline management platform purpose-built for private equity and corporate development, tracking M&A and investment opportunities end-to-end — a direct functional peer to Claira's deal management and origination workflows.
- Tegus (by AlphaSense): Tegus (now part of AlphaSense) provides expert research, due diligence interviews, and primary research for investment professionals — overlapping Claira's institutional knowledge and due diligence enablement for investment teams.
Emerging players
- Rogo: Rogo offers an AI research and workflow platform for investment banks and financial professionals, generating pitch decks, memos, and comparable analyses from financial documents — overlapping Claira's investment memo and deal comparison capabilities.
- Blackboiler: Blackboiler provides AI contract review and analysis tools for legal and financial workflows — comparable to Claira's NLP-based document and term-sheet extraction capabilities.
Broad incumbents
- Egnyte: Egnyte provides secure document management, collaboration, and AI-powered content intelligence for financial services and other regulated industries — an established incumbent with overlapping document AI and governance features for deal teams.
- DealCloud: DealCloud offers CRM, deal management, and pipeline analytics for PE, VC, investment banking, and lending — a broader, established platform with overlapping deal pipeline and relationship intelligence features versus Claira.
- Moody's (Orbis and Data Alliance): Moody's is a leading financial data, analytics, and credit intelligence provider for capital markets — a broad incumbent that overlaps with Claira's due diligence, portfolio monitoring, and risk signal capabilities at a much larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Claira Inc social profiles
Digital presenceClaira Inc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Claira Inc leadership team
Management profileNumber of profiles
Profiles14 records
Claira Inc funding detail
Funding detailFunding overview
Funding rounds3 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Claira Inc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Claira Inc
What does Claira Inc do?
Claira Inc builds an agentic AI platform for investment teams in private markets that automates deal pipelines, deal origination, and deal management. The platform uses purpose-built financial reasoning models to capture, organize, and analyze proprietary deal documents (CIMs, term sheets, credit agreements), automatically extract key terms, generate investment memos and credit write-ups, and surface institutional knowledge across origination, underwriting, and post-close workflows.
Is Claira Inc a public or private company?
Claira Inc is a private company. It is classified as venture growth investor backed and is currently operating.
When was Claira Inc founded?
Claira Inc was founded in 2024. It employs 11 to 50 people.
Where is Claira Inc based?
Claira Inc is headquartered in New York, United States, in the North America region.
How does Claira Inc make money?
One revenue line is on record: saaS Platform Subscription.
Who are Claira Inc's main competitors?
Direct peers on record are Hebbia, AlphaSense, Affinity, Midaxo and Tegus (by AlphaSense). Emerging players are Rogo and Blackboiler. Broad incumbents are Egnyte, DealCloud and Moody's (Orbis and Data Alliance).
Does Claira Inc have an API?
Yes. API access is mentioned as a feature available on Claira Advanced (Teams tier) and Claira Enterprise (Organization tier) plans. Details such as API type (REST, GraphQL, webhooks), authentication method, rate limits, versioning, or sandbox availability are not specified in the provided source material.
What industry is Claira Inc in?
Claira Inc's product category is Investment Intelligence Software. Its primary akta.pro industry code is HDAAAGAH, Financial Services Personalization (Banking, Investing, Insurance), with a secondary code of FSAFANAN, Algorithmic Trading & Execution Platforms. Its NAICS code is 523940 and its SIC code is 6282.