Automate Alternative Investment Document Management

Copia Clarity supports the full range of alternative investment documents, including K-1s, capital call notices, distribution statements, investor letters, financial statements, and quarterly reports. We also process 1099s and fund update PDFs automatically.

Clarity uses advanced AI trained on thousands of fund documents to extract key financial metrics like IRR, commitment remaining, NAV changes, and cash flow schedules. When needed, documents are escalated for human validation to ensure accuracy.

Yes. Clarity tracks all incoming tax documents—like K-1s and 1099s—and centralizes them into a secure dashboard. You can share access with your CPA or download everything directly. No more chasing documents across email or portals.

Yes. Copia is SOC 2 compliant and employs end-to-end encryption. Only you and authorized users have access to your data. Clarity is designed with privacy, auditability, and trust in mind.

Clarity is designed for individual investors, small offices, or advisors who want to automate document intake and portfolio data without the need for complex reporting tools. Panorama includes everything in Clarity, plus advanced reporting, AI lenses, and collaboration tools for managing larger estates, teams, or institutional workflows.

Clarity is designed for single users or teams. If you need collaborative workflows, custom dashboards, or access controls across family members or advisors, Panorama may be a better fit.

You can import past documents into Clarity, either manually or by linking supported investor portals. Historical data is extracted and normalized, giving you a full-picture view of your portfolio—even retroactively.