Standardize burn, runway, and growth across every company in one defensible operating view. Trace each number to source ledger evidence.
Connected Sources
QuickBooks, Xero, and modern finance stack connectors feed a normalized metric layer so portfolio and company views speak the same language.
Shared Operating Reality
Clarifi aligns founders and investors on the same definitions, assumptions, and source-backed metrics so decisions move faster with less friction.
Founder / CFO Track
"Connect once. Report automatically. Stay aligned with your investors."
Start as FounderInvestor / Portfolio Ops Track
"Live portfolio metrics. Standardized definitions. Institutional-grade visibility."
Explore Portfolio SolutionsShared Data Contract
Metric definitions
Assumption registry
Source lineage proofs
Every metric in your dashboard is a hyperlink, not a dead number. Drill down from Runway to Burn Calculation to Expense Categories to Source Transactions.
"Finally, I don't have to email the founder to ask what 'Other Expenses' includes."
Partner, Growth-Stage Fund
Governance & Traceability
Reported KPI to source transaction is a visible chain, not a black box. Every important metric in Clarifi carries method and lineage context designed for board, IC, and LP scrutiny.
Every KPI links to its definition, source accounts, and underlying transactions
Immutable change log: who changed what, when, and why
AES-256 encryption at rest and in transit
Role-based access with per-company granular permissions
Commercial Model
For Investors & Institutional Funds
Primary Standard
The firm-wide standard of truth
VCs, PE firms, and Portfolio Operations leads
Included
Deployment Signals
Average onboarding
14 days
Typical portfolio scope
8 to 60 entities
Security review packet
Available pre-pilot
Need procurement or compliance artifacts before pilot kickoff? We provide a security and data controls packet in your first evaluation call.
For Founders & Finance Teams
Investor-ready from day one
Bootstrapped or Seed-stage founders
Included
Strategic finance at scale
Series A+ companies and multi-entity groups
Included
FAQ
Questions investors and founders ask most when evaluating standardized operating metrics.
Evaluation Checklist
Ask to see KPI-to-ledger traceability in a live walkthrough.
Confirm data update cadence and exception handling policy.
Validate role-based controls and audit visibility.
Need a deeper integration or security walkthrough with your data team?
Most onboarding pilots run 2 weeks with a defined success rubric.
Aggregated portfolio metrics, normalization insights, and operational best practices. One email per month.
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Activation
Connect your accounting systems. Get standardized, traceable metrics across your portfolio, or start as a founder with automated board reports.
No account required
Clarifi
Preparing normalized portfolio intelligence and source-linked metrics.
Loading the institutional standardization engine for your workspace.