One operating layer.
Every portfolio company.
Investment funds, accelerator programs, and holding companies need a single way to see how every portfolio company is running — without bolting together five tools per entity. Klereti gives each workspace its own isolated data with the same operating layout.
- Unlimited workspaces, one user account
- Row-level isolation between companies
- AI briefings per portfolio company
- Roll-up reporting across the portfolio
From the morning brief to the afternoon decisions.
Klarity AI compiles a one-paragraph summary per portfolio company and a roll-up view at the top.
Open Stakzest's workspace. Pulse shows pipeline + OKRs. Five-minute call, not a 30-minute status update.
⌘K → switch workspace. Different data, same layout. ROAS anomaly on Meta — flagged by Anomaly agent.
Aggregate dashboard across all workspaces. ARR roll-up, risk count, open requisitions — exportable to CSV.
What you'll actually do with Klarity.
Instant company switching
Switch from Stakzest's Pulse to Klereti Labs' in a single ⌘K — same layout, different data, fully isolated.
Roll-up reporting across the portfolio
ARR, ROAS, OKR pace, risk register — aggregated across every workspace you own a stake in. Built for monthly portfolio reviews.
Roles, isolation, audit
Each company workspace has its own membership and roles. Founders own their data; operators get the view they need; auditors get the trail.
The vault, per company
Every portfolio company gets the operational vault out of the box — DNS, subscriptions, API keys — so due diligence isn't a fire drill.
“I sit on four boards. Before Klarity I had four different Notion setups, two CRMs, and a Google Sheets time-bomb. Now I open a single tool, switch workspaces, and the layout is identical. That's what 'operator leverage' actually means.”
Run the whole portfolio from one tab.
Talk to us about a portfolio agreement — pricing scales by workspace, with shared admin and per-company isolation.