Company profile: ClearStructure
1.1 - Company Overview
Company description
- Provider of web-based portfolio management and trading systems delivering front-to-back office solutions. Offers Sentry PM for private markets, private debt/direct lending, and CLO operations, plus Sentry Research Manager for centralized credit research. Provides EMEA/US help desks, 24/7 support, account managers, and online documentation.
Products and services
- Sentry PM: Web-based, front-to-back-office platform that integrates portfolio management, research, origination, trading, and compliance, streamlining private markets activities and unifying front-, middle-, and back-office functions
- Sentry PM for CLOs: Regulatory-compliant platform that integrates CLO analysis and administration, generating insights, addressing investor requirements, and presenting custom dashboards for key values and balances across operations
- Sentry PM for Private Debt: Web-based platform that architects infrastructure and processes to scale private debt and direct lending, offering transparency, operational controls, and custom dashboards that display performance indicators
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to ClearStructure
Capital Economics
HQ: United Kingdom
Website
- Description: Provider of independent macroeconomic research, analysis, forecasting and consultancy. Offers country and regional coverage across the US, Canada, UK, Western Europe, Japan, China, India, Latin America, Emerging Europe, the Middle East, Africa, Emerging Asia, Australia and New Zealand. Services include bespoke consultancy, timely written reports, short-form drop-in briefings, annual Spotlight deep dives, and CE Advance personalized digital access.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Capital Economics company profile →
Lightspeed Venture Partners
HQ: United States
Website
- Description: Provider of proprietary order execution via Lightspeed Trader, real-time risk and margin management tools, equity and option market data scanners, and high-frequency equity DMA infrastructure, delivering cost-effective equity and option order execution.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Lightspeed Venture Partners company profile →
Harrold Financial Planning
HQ: United Kingdom
Website
- Description: Provider of investment, mortgage, business financial planning, financial protection, estate, and retirement planning services, offering strategies and advice for portfolio growth, mortgage financing guidance, tailored plans for business owners, risk protection solutions, asset organization for inheritance and succession, and retirement preparation to help clients maintain their desired lifestyle.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Harrold Financial Planning company profile →
TFG Systems
HQ: United Kingdom
Website
- Description: Provider of financial software and services, swiftly deploying solutions using proven financial engineering experience, leading-edge technology, and systems integration.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full TFG Systems company profile →
Coll Perkins
HQ: United States
Website
- Description: Provider of life-centred financial planning and a tailored personal service to a select number of clients.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Coll Perkins company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for ClearStructure
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to ClearStructure
2.2 - Growth funds investing in similar companies to ClearStructure
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for ClearStructure
4.2 - Public trading comparable groups for ClearStructure
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →