Screen Faster, Scrutinize Smarter.

Save 40% time on deal screening, pre-IOI due diligence, and IC memo creation.

Case Study

Confident Small Business Lending Starts Here.

Small business lending requires precision. Clarista brings together fragmented documents, third-party data, and underwriting guidelines into one unified decision space—so your team knows exactly what to do next.

The Costliest Risk – Time wasted on the wrong deals.

When every deal gets equal attention, red flags stay buried and real insight comes too late. What if your team could start where it matters—so time and judgment go where they count?

Automated Screening / Pre-IoI Report

Auto-generated from CIMs, call transcripts and external sources
Business model, financials and SWOT analysis
Cuts screening time by 40%

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Revenue Cube: Concentration Analysis

Revenue by segment and sub-segments
Spot growth or decline instantly
Custom slices for IC focus

External Data Integration

Integrate 10-Ks, CRM and 3rd party content
Get deeper insights with richer data
No manual download and analysis needed

Screen Faster, Scrutinize Smarter.

Save 40% time on deal screening, pre-IOI due diligence, and IC memo creation.

Schedule a Demo

The costliest risk - Time wasted on the wrong deals.

When every deal gets equal attention, red flags stay buried and real insight comes too late. What if your team could start where it matters—so time and judgment go where they count?

How It Works

From Fragmented to Actionable—in Four Clear Steps

Turn scattered content and disconnected systems into AI-ready data your business can actually use.

Automated Screening / Pre-IOI Report

Auto-generated from CIMs, call transcripts and external sources
Business model, financials and SWOT analysis
Cuts screening time by 40%

Revenue Cube - Concentration Analysis

Revenue by segment and sub-segments
Spot growth or decline instantly
Custom slices for IC focus

Smart Tables for Document Comparison

Align topics across documents
Surface similarities & differentiators
Instant benchmarking signals

Clarista working through unstructured data.

Deal & Industry Room Chatbot

Ask in plain English
Get answers from firm, company and 3^rd party content
Stay informed in real time

External Data Integration

Integrate 10-Ks, CRM and 3^rd party content
Get deeper insights with richer data
No manual download and analysis needed

Save time and cost

Built for the Modern Business

Whether you're outgrowing basic BI tools or seeking enterprise capabilities without the complexity, our platform delivers the perfect balance of power, simplicity and affordability.

As the leading Alternative Asset Manager, we screen 1000s of deals a year. The process is highly manual and complex. With Clarista, we have cut down the due-diligence time by 60%. We can see every organization in our field benefiting from Clarista AI.