Built for Firms Operating at the Next Level.
Who ClairAlpha Is Built For
ClairAlpha partners with firms that meet specific operational and client criteria.
CPAs, Advisory Firms & Family Offices
- Advisory firms with 3–50 professionals building and expanding modern client advisory practices
- Client base of high earners, entrepreneurs, and accredited investors with active tax planning and investment needs
- Firms providing tax, planning, or advisory services looking to expand client value through compliant referral capabilities
Sponsors & Broker-Dealers
- Sponsors running Reg D or Reg A offerings seeking structured distribution and scalable capital access
- Broker-dealers managing multiple sponsor relationships across private investment offerings
- Firms processing subscriptions manually seeking automation, compliance, and structured LP communication
What Changes With ClairAlpha
ClairAlpha replaces fragmented private capital workflows with structured infrastructure.
Access Private Deal Flow
Introduce qualified clients to curated private investment offerings
Retain the Client Relationship
Advisors remain the primary trusted partner for their clients
Compliant Referral Model
Introduce alternatives without additional licensing exposure
Automated Subscriptions
Validation, document assembly, and routing handled automatically
Lower Operational Friction
Pre-submission checks significantly reduce NIGO errors and back-office correction cycles
Centralized Investor Communication
Portal centralizes LP communication, document sharing, and participation records
How Partners Earn
How ClairAlpha products generate revenue for partners.
Connect
For Advisory Firms
Advisory firms give clients access to curated private investment opportunities through Connect as an enhanced offering. Advisory firms and ClairAlpha operate within a compliant, structured partnership revenue model aligned to platform participation.
Flow
For Sponsors & Broker-Dealers
Flow automates subscription processing, validation, and document assembly. Pricing is structured based on subscription volume and offering complexity, with no performance fees.
Portal
For Sponsors
Portal provides a branded investor environment for LP communication, document access, and participation tracking. Pricing is structured per LP enrolled or as an annual license per offering.
ClairAlpha Platform Suite
Use Connect, Flow, and Portal individually or combine them as a unified platform designed for private capital distribution. Sponsors and broker-dealers gain integrated subscription processing, investor communication, and referral infrastructure through a flexible deployment aligned to their business needs.
Part of the ClairFi Family
ClairAlpha is the B2B infrastructure arm of ClairFi, the virtual family office platform for high-earning professionals.
