Clade
Clade is an AI-native investment intelligence platform serving institutional allocators, fund managers, and deal teams, automating diligence, reporting, meeting analysis, and portfolio monitoring through purpose-built models and proprietary context graphs.
- Company typePrivate
- Founded2017
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Clade does
Clade is a New York-based, private SaaS company founded in 2017 that operates an AI-native investment intelligence platform for the institutional alternative-investments market. Its platform unifies documents, structured data, meetings, and historical records into a single workspace and applies purpose-built AI models and proprietary investment-specific context graphs to power six core capabilities: Research & Diligence (IDD/ODD automation), Automated Report Writing (IC memos, tear sheets, ODD reports), Meeting Intelligence (call capture and analysis), Portfolio Monitoring (drift and change detection), Knowledge Retrieval (natural-language querying grounded in source evidence), and Institutional Memory (a shared firm record that compounds over time). The technology stack emphasizes domain-specialized semantic reasoning across funds, deals, vintages, strategies, and entities rather than generic LLM responses, with entity-level coherence maintained as information evolves and agentic workflows driving end-to-end generation of diligence and monitoring outputs.
Clade serves both sides of the institutional capital ecosystem: allocators (LPs) such as endowments, foundations, family offices, and pension funds, and fund managers (GPs) across private equity, venture capital, hedge funds, and real assets, as well as deal teams and their collaborators. The company claims a community of over 1,900 LPs and 2,200 GPs worldwide, with publicly named adopters including Purdue (higher education endowment) and NewEdge Wealth (wealth management). Revenue is generated through an enterprise SaaS subscription model with annual contracts and custom, demo-based pricing, distributed via a direct enterprise field-sales motion targeting complex multi-user institutional buyers. The company is led by co-founder and CEO Jonathan Lipton, operates with 11-50 employees, and most recently raised approximately $15.7M in January 2024 following an earlier 2022 round involving UpHonest Capital.
Clade firmographics
Firmographics- Name
- Clade
- Legal name
- Clade
- Website
- https://clade.co
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Clade is an AI-native investment intelligence platform serving institutional allocators, fund managers, and deal teams, automating diligence, reporting, meeting analysis, and portfolio monitoring through purpose-built models and proprietary context graphs.
- Ownership category
- akta.pro rank
Clade industry classification
Industry- Product category
- Investment Intelligence Software
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retrieval-Augmented Generation (RAG), Vector Databases & Knowledge Grounding (HDAAACAE)
- akta.pro secondary industry
- Data Virtualization & Federation (HDAEACAH)
Keywords
Where Clade is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Clade business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription: The company operates on a subscription model, likely enterprise-level SaaS with annual contracts based on the enterprise sales motion, demo-based pricing, and focus on institutional clients with complex needs.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise SaaS pricing (custom) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Clade product offering
Product offeringCore offering
Clade is an AI-native investment intelligence platform that converges documents, data, meetings, and history into a unified workspace for institutional alternative investments. It delivers six integrated capabilities—Research & Diligence automation, Automated Report Writing, Meeting Intelligence, Portfolio Monitoring, Knowledge Retrieval, and Institutional Memory—built on proprietary investment-specific semantic models and context graphs. The platform serves institutional allocators (LPs) and fund managers (GPs), with customers including Purdue and NewEdge Wealth.
Product overview
Clade is a unified AI-native investment intelligence platform that converges documents, data, meetings, and history into a single workspace. The platform comprises six integrated core capabilities—Research & Diligence, Automated Report Writing, Meeting Intelligence, Portfolio Monitoring, Knowledge Retrieval, and Institutional Memory—all built on a proprietary purpose-built model and context graph architecture. These capabilities work together to transform fragmented investment materials into structured insight, automate report generation, and maintain institutional memory across funds, deals, vintages, and teams over time.
Differentiator
Problem solved
Functional benefit
Products and services
- Clade Platform
Quantifiable outcome
- Reports and analyses auto-generate to reflect all available information, improving with usage
- +1 more outcomes
Companies that use Clade
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
Clade technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability7 records
Feature11 records
Clade partnerships and signals
Strategic signalScale indicators1 record
Recent moves6 records
Expansion highlights5 records
Clade competitors and assessment
Company assessmentDirect peers
- Hebbia: Hebbia is an AI-native platform for financial workflows including due diligence, investment analysis, and document-heavy research, serving institutional investors and asset managers. Like Clade, it targets enterprise financial workflows with semantic understanding and agentic AI capabilities.
- AlphaSense: AlphaSense is a market intelligence and search platform used by investment professionals for research, due diligence, and competitive intelligence. It serves institutional investors and corporations with AI-powered document search, comparable to Clade's knowledge retrieval and semantic intelligence capabilities.
- Tifin: Tifin builds AI-native platforms for asset and wealth management, including investment intelligence, portfolio analytics, and advisor workflows. Like Clade, it leverages AI to modernize institutional investment operations.
Emerging players
- Range: Range provides AI-powered tools for investment professionals including diligence workflows and portfolio monitoring. It targets private market investors with automation capabilities comparable to Clade's research and diligence features.
- Beacon (now part of Carta): Beacon is an investor relations and reporting platform for alternative investment GPs, automating LP communications and portfolio updates. It overlaps with Clade's meeting intelligence, portfolio monitoring, and report writing capabilities for fund managers.
- Carta: Carta is a private market infrastructure platform providing cap table management, fund administration, and LP reporting for alternative investment GPs and their portfolio companies. It targets an overlapping customer base (GPs, LPs) with workflow automation complementary to Clade's offering.
Broad incumbents
- PitchBook: PitchBook is the dominant data and research platform for private capital markets, serving GPs, LPs, and deal teams with comprehensive alternative investment intelligence. It represents the legacy incumbent Clade aims to displace with AI-native workflows.
- Preqin: Preqin is a leading alternative assets data and intelligence provider used by institutional investors for benchmarking, due diligence, and portfolio construction. It competes with Clade in serving institutional allocators seeking alternative investment intelligence.
- S&P Capital IQ Pro: S&P Capital IQ Pro is a broad enterprise platform for investment research, market data, and analytics used by institutional investors. It represents an incumbent platform that competes for institutional investment intelligence spend.
- eFront (BlackRock): eFront is a leading alternative investment management and monitoring platform acquired by BlackRock. It serves institutional investors and GPs with portfolio monitoring and reporting, overlapping with Clade's portfolio monitoring capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Clade social profiles
Digital presenceClade financial estimates
Financial estimateRevenue estimate
Valuation estimate
Clade leadership team
Management profileNumber of profiles
Profiles1 record
Clade funding detail
Funding detailFunding overview
Funding rounds2 records
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Clade 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 Clade
What does Clade do?
Clade is an AI-native investment intelligence platform that converges documents, data, meetings, and history into a unified workspace for institutional alternative investments. It delivers six integrated capabilities—Research & Diligence automation, Automated Report Writing, Meeting Intelligence, Portfolio Monitoring, Knowledge Retrieval, and Institutional Memory—built on proprietary investment-specific semantic models and context graphs. The platform serves institutional allocators (LPs) and fund managers (GPs), with customers including Purdue and NewEdge Wealth.
Is Clade a public or private company?
Clade is a private company. It is classified as venture growth investor backed and is currently operating.
When was Clade founded?
Clade was founded in 2017. It employs 11 to 50 people.
Where is Clade based?
Clade is headquartered in New York, United States, in the North America region.
How does Clade make money?
One revenue line is on record: saaS Subscription.
Who are Clade's main competitors?
Direct peers on record are Hebbia, AlphaSense and Tifin. Emerging players are Range, Beacon (now part of Carta) and Carta. Broad incumbents are PitchBook, Preqin, S&P Capital IQ Pro and eFront (BlackRock).
Does Clade have an API?
No public API is recorded for Clade.
What industry is Clade in?
Clade's product category is Investment Intelligence Software. Its primary akta.pro industry code is HDAAACAE, Retrieval-Augmented Generation (RAG), Vector Databases & Knowledge Grounding, with a secondary code of HDAEACAH, Data Virtualization & Federation. Its NAICS code is 523 and its SIC code is 6282.