Clearwater brings the same automation, accuracy, and transparency you rely on for public assets to every corner of your private portfolio.
Capital calls, K-1s, and quarterly statements arrive on different schedules and formats from dozens of managers. Manually collecting and validating them consumes weeks every quarter.
Your CIO sees a complete picture of equities and fixed income. But, alternative investment data lives in a separate system or spreadsheet that is months out of date.
RBC schedules and Solvency II reporting require your team to reconcile data across systems. One error creates disproportionate downstream risk.
Clearwater supports the full spectrum of alternative investments — from limited partnerships and private credit to mortgage loans — with the same automated, multi-tenant infrastructure that powers your public asset reporting today.
Whether you manage 5 private funds and limited partnerships or 500, the workflow is the same: collect, validate, account, report. Clearwater automates every step, so your team focuses on the investments, not the administration.
GP statements, capital call notices, K-1s, and distribution notices are ingested, parsed, and validated automatically — with real-time alerts for anything missing.
Run GAAP, statutory, and tax accounting simultaneously from a single data source. No reconciliation between systems. No duplicate data entry.
See what’s inside your funds — sector exposures, geographic concentration, underlying holdings — not just the fund-level positions your general ledger sees.
The full lifecycle — capital call tracking, distribution modelling, K-1 tax data aggregation, and wire reconciliation — managed in one place.
Residential mortgages, commercial loans, draw-down facilities, CLOs — each has unique data needs, servicer relationships, and regulatory treatment. Clearwater handles them all within the same investment management framework your team already uses.
Pull loan data from multiple sources into a single, reconciled view — no manual aggregation, no version-control problems, no morning of spreadsheet work before the investment committee.
RMLs, CMLs, draw-down loans, and LIHTC structures are modelled with purpose-built logic — so your accounting reflects the true economics, not a close approximation.
Monitor key risk metrics across your entire mortgage portfolio with custom thresholds and automated alerts for missing covenant documentation.
Stop rebuilding regulatory reports from raw loan data every cycle. Clearwater automates the calculation and formatting for every major regime.
The operational challenges of alternatives differ by firm type. Clearwater is designed around the workflows of each.
Replace legacy LP systems and spreadsheets. Automate RBC, NAIC, and Solvency II outputs. Scale into private credit as allocations grow.
Consolidate point solutions into one platform. Give front-office teams look-through analytics. Support your insurance and pension clients with the data they demand.
Move your LP programme off spreadsheets. Get audit-ready reporting, K-1 aggregation, and income forecasting that scale with your alternatives allocation.
Structured implementation support, public-sector references, and procurement-ready documentation. Built for institutional governance complexity.
Clearwater’s implementation team has done this hundreds of times. Here’s what the journey looks like.
We audit your existing workflows — which systems you use, how data moves, where the manual bottlenecks are — so the build is designed around your reality, not a template.
GPs, servicers, custodians, and originators are connected via Clearwater’s data network. Your team stops chasing documents. They start appearing automatically.
Accounting bases, regulatory outputs, and reporting templates are configured to match your specific requirements — not the other way around.
Your team operates in one platform. As your alternatives programme grows, Clearwater scales with it — no new systems to integrate, no new vendors to manage.
Harsh Mittal Deputy Group CFO, Compre Group
Serafin Lim CIO at ACERA
CFO, Major University Foundation
Whether you’re replacing a legacy system, moving off spreadsheets, or scaling into new alternative asset classes, we’ll show you exactly how Clearwater handles your specific situation — with your data, not a generic demo.
No commitment required. Most demos are 30 minutes. We’ll tailor it to your firm type and asset mix.
In the Spring of 2024, we surveyed institutional asset owners and asset managers about their investments in alternatives, today and looking forward. We received over 230 responses from clients representing over $10 trillion in AUM.
BOISE, Idaho and LONDON, June 13, 2023 – Clearwater Analytics (NYSE: Clearwater), a leading provider of SaaS-based investment management, accounting, reporting, and
Register now for an invitation to the next live product demonstration of Clearwater’s signature solutions for alternative assets: LPx and MLx!
See how you can optimize your alternative asset management by downloading our latest white paper. It’s a quick read, and I think you’ll find it useful.
New Capabilities Help Institutional Investors Scale Private Credit Operations, Accelerate Due Diligence, and Strengthen Regulatory Compliance BOISE, Idaho – September 17, 2025 – Clearwater Analytics (NYSE: Clearwater), a leading technology provider for investment management, today announced significant enhancements to its…