The CRM your partners update without touching it.
A VC firm runs two businesses: deploying capital and tending the relationships that bring the next deal. Clarify captures both passively, from email and calendar, so the system updates itself.
You’re running two businesses. Most CRMs only see one.
A spreadsheet for LPs. A pipeline tool for deals. A notetaker for meetings. Four logins, four datasets, and partners still don’t update any of it.
Deploying capital
Sourcing, IC progression, term sheets, passes, follow-ons. Every partner conversation should add to the firm’s memory, not live in an inbox until they leave.
Tending relationships
LPs, co-investors, advisors, future founders: the people who bring you deals deserve their own data model, not a list bolted onto deal flow.
Built for how a fund actually works.
Adoption is the silent killer of every CRM rollout. The fix isn’t more training. It’s a system that doesn’t need updating.
Capture: email & calendar sync
Connect once. Every meeting, intro, and reply is logged against the right person, deal, and LP automatically.
Detect: deals from the inbox
No forwarding address, no intake form. Clarify reads the signals and creates the deal record before a partner remembers to.
Ask: Rep AI on your firm’s data
“Which LPs haven’t heard from us in 60 days?” Plain English, real answers, from your own records.
Record: meeting intelligence
Auto-recording, summaries, and action items on every call, logged to the right deal or LP, no second notetaker.
Remember: every pass preserved
Who passed, when, and why. When a company comes back two years later, the context is already there.
Consolidate: one workspace, not four
Deal flow, LP management, portfolio, and sourcing as native objects in one data model.
The objects a fund actually thinks in.
A few custom objects for what’s specific to VC: the rest fits cleanly into Clarify’s core primitives, so there’s less to learn and less to maintain.
Fund
Fund I, Fund II, Opportunity Fund. Anchors LP commitments and the deals deployed from it.
LP
An institution or individual LP. Commitments, contacts, cadence, and communication history all hang off it.
Deal
Sourced through IC, term sheet, and close, with full pass history and co-investor mapping.
Stop stitching. Start investing.
Most firms on Clarify came from Affinity plus three other tools. Here’s what changes.
Stop doing this
- Per-seat pricing that punishes growth
- Manual data entry partners never actually do
- Four tools, four logins, four renewals
- Inboxes as the system of record
Start doing this
- Pay for AI work done, unlimited seats
- Passive capture from email and calendar
- One workspace for deal flow, LPs, and portfolio
- Institutional memory the firm owns
“Clarify has become indispensable. The AI-powered meeting intelligence and relationship mapping give us context we never had before.”
Frequently asked questions
See it on your firm’s data.
30 minutes. We’ll walk through your deal flow, LP, and portfolio workflows in Clarify, with a migration plan attached.