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1 Level
1351 Review
70 Karma

Review on Capital Clarity by David Dober

Revainrating 4 out of 5

This was an excellent resource.

This was an excellent resource. It helped us identify potential red flags in our portfolio companies and how they could potentially impact the value of our investment. For example, we learned that our portfolio company had recently made large investments and did not have plans to use those resources efficiently, which could ultimately negatively impact future growth prospects. In addition, we identified potential risks that could adversely affect shareholder returns if not properly addressed. We found it helpful because it was an independent, third party perspective on our portfolio companies that allowed us to make better informed decisions regarding our investments. We would definitely recommend Capital Clarity!

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Pros
  • Very easy to use and intuitive.
  • Provides a clear visual picture of key trends that are important to monitor over time.
  • Can be customized according to your specific needs.
Cons
  • The cost per report may be high compared to similar services.
  • Data quality and customization can be difficult when working with larger portfolios (10+ companies).
  • Report generation is slow compared to similar services.