What We Do

Due Diligence Solutions for Fund Managers

AI-Powered Due Diligence for Smarter Fund Decisions

Fund managers face complex challenges when evaluating fund structures, assessing regulatory compliance, and managing investor relationships. Our AI-powered due diligence solutions surface critical insights faster, enhance accuracy, and reduce risk, enabling better-informed investment decisions across the fund lifecycle.

Discover smarter due diligence for fund managers.

Our Due Diligence Solutions

Due Diligence: Our AI-enabled team conducts comprehensive reviews of contracts, fund structures, and key documentation (LPAs, IMAs, side letters, governing documents) to identify legal, regulatory, and commercial risks, and assess compliance, governance, fees, and liability exposures.
Centralized Deal Library: AI-powered client portal, powered by CX+ Transact, consolidating all historical fund transaction documentation.
Compliance Monitoring: Identification and tracking of all affirmative obligations, reporting requirements, and performance duties.
Technology-Driven Approach: Our advanced review and playbook features enable systematic comparison and tracking across fund documentation, delivering smart, fund-focused deliverables.
Post-M&A Support on CX+ Transact: Track obligations, key dates, and compliance requirements after closing.

ClearyX helps fund managers and legal teams gain efficiency, reduce risk, and make smarter decisions across the fund lifecycle. From AI-powered diligence to custom legal operations solutions, we transform complex fund workflows into scalable, actionable processes.

What We Do

Due Diligence Solutions for Fund Managers

AI-Powered Due Diligence for Smarter Fund Decisions

Our Due Diligence Solutions

Strategic Funds