Claira is an agentic investment intelligence platform and operating layer that transforms how investment teams ingest documents, extract intelligence, and orchestrate decision workflows.

Claira acts as an intelligent layer across underwriting, diligence, and portfolio management — enabling teams to simply email documents to Claira and receive structured insight, analysis, and workflow-ready outputs.

Simply email documents to Claira.

Claira provides a secure, dedicated email address that can receive:

• Data room exports

• Term sheets

• Credit agreements

• Financial statements

• CIMs and legal packages

Claira automatically ingests, classifies, and routes all materials into the appropriate workflows — no uploads, portals, or manual tagging required.

Yes. Claira supports agentic, bi-directional email workflows.

You can:

• Ask questions by email

• Request summaries or extractions

• Trigger diligence workflows

• Receive alerts, flags, and updates

Claira becomes a natural extension of your inbox, not another tool to log into.

No. Your data is never used to train foundation models.

All client data is:

• Isolated by tenant

• Used only to generate outputs for your organization

• Never incorporated into global model training

• Never shared across customers

Any learning that occurs is confined to your private intelligence layer and benefits only your firm

Client data is stored in secure, enterprise-grade cloud infrastructure with:

• Tenant isolation

• Encryption at rest and in transit

• Region-specific deployment options (where required)

• Compliance with financial-services security standards

Claira can support data residency requirements for firms that need regional or jurisdiction-specific storage.

Yes. Claira’s agents can:

• Chain ingestion → extraction → validation → benchmarking

• Trigger follow-ups when data is missing or inconsistent

• Route insights to the right teams

• Schedule post-close monitoring

Enabling end-to-end automation across the investment lifecycle.