ClearLoops
ClearLoops Solution · Portfolio Intelligence

Clear Activity

One source of truth for every company in your portfolio. Clear Activity ingests cybersecurity, financial, and marketing data from your portfolio companies' existing tools and gives investors a single place to review performance, risk, and opportunity.

100+

Pre-built connectors across security, finance, and marketing

1 schema

Every portfolio company normalized into a single data model

Read-only

We pull data; nothing is written back into operating systems

What it ingests

The data your portfolio already produces.

Clear Activity connects directly to the systems your portfolio companies use today — no new tooling for them, no new spreadsheets for you.

Cybersecurity posture

Pull signals from EDR, vulnerability scanners, identity providers, and cloud security tools. Surface portfolio-wide exposure, not just one-off CVEs.

Example sources

  • CrowdStrike
  • SentinelOne
  • Tenable
  • Wiz
  • Okta
  • Microsoft Defender

Financial & ERP

Connect to ERPs, accounting, and billing systems for trended revenue, margin, AR/AP, and cash — normalized across the portfolio.

Example sources

  • NetSuite
  • QuickBooks
  • Sage Intacct
  • SAP
  • Microsoft Dynamics
  • Stripe

Marketing & growth

Bring in spend, pipeline, and conversion data from ad platforms, CRMs, and analytics — so commercial performance lives next to financials.

Example sources

  • Google Ads
  • Meta Ads
  • LinkedIn Ads
  • HubSpot
  • Salesforce
  • GA4

Capabilities

From raw connectors to investor-ready answers.

Unified portfolio data model

Every company normalized into the same schema. Compare a SaaS company in Austin to a manufacturer in Ohio without spreadsheets.

Roll-ups across the fund

Slice by fund, sector, vintage, or hold period. Drill from the fund-level KPI down to the source row in seconds.

Risk and opportunity alerts

Get notified when a portfolio company spikes ad spend, a critical CVE appears, or revenue trends invert — before the next board meeting.

Read-only by design

We pull, we don't push. Granular permissions, SSO, SCIM, and an audit log on every connection and view.

Board-ready reporting

LP letters, IC memos, and quarterly reviews assembled from live data. No more chasing portfolio companies for slides.

Diligence to value-creation

Use the same platform from pre-investment diligence into the hold period. Your thesis tracked against reality.

Who it's for

Built for investors who own outcomes, not just stakes.

Private equity

Operating partners and value-creation teams use Clear Activity to standardize reporting, surface security and compliance risk, and track 100-day plans across the portfolio.

Venture & growth

Investors get one place to monitor key metrics across portfolio companies, with the depth to support reserves decisions and follow-on conviction.

Family offices & holdcos

Multi-entity owners get a unified view of operating companies — financials, marketing performance, and security posture in one console.

Get a demo

See your portfolio in Clear Activity.

In a 30-minute walkthrough, we'll connect a sample portfolio company and show how cybersecurity, financial, and marketing signals roll up into one investor view.