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Clade

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Portfolio management software streamlining investment processes for sophisticated investors.

Overview

Clade is a portfolio management software aimed at sophisticated investors, focusing on the optimization of investment processes and access to private investment opportunities. The platform includes features for automating pitch management, conducting due diligence, and facilitating team communication. It connects users with funds and companies that match their investment objectives, thereby aiding in the tracking and engagement of investment opportunities. The software is designed to assist emerging fund managers in scaling their assets under management and enhancing their venture capital allocations. Clade offers a secure environment and collaborative tools to support decision-making and the management of diverse investment portfolios.

Key facts

Founded
2017

Business model

Contact

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About Clade

What does Clade do?

Clade is a portfolio management software aimed at sophisticated investors, focusing on the optimization of investment processes and access to private investment opportunities.

Where is Clade headquartered?

Clade is headquartered in New York City, United States.

When was Clade founded?

Clade was founded in 2017.

Which sector is Clade in?

Clade operates in Investment Technology, part of Financial Technology.

Who are Clade's competitors?

Companies similar to Clade include InvestorFlow, Kelp, and BITE.