01 · Send
Share what already exists.
A deal memo, company deck, investment note, transaction terms, notes, financials, seller material — whatever you already have, in its current form.
CLARITYINVEST
ClarityInvest / Secondaries
For funds and investment teams evaluating direct venture and growth secondaries
Does this opportunity deserve another underwriting cycle?
ClarityInvest gives you an independent read on whether this specific opportunity deserves more underwriting work — for this buyer, from this seller, at these terms, in this market.
Independent buy-side decision support for direct secondaries.
One live opportunity · 72 hours · Confidential
The decision
A good company can still be the wrong secondary.
The same company can be investable for one buyer and wrong for another. Seller circumstances, transaction terms and the market can change the decision materially. ClarityInvest looks at the opportunity in that context.
Why this exists
Ambiguous deals are the expensive ones.
The obvious no is cheap. The plausible opportunity that stays alive for two more weeks is not. ClarityInvest helps investment teams decide whether more work is justified before analyst time, senior attention and diligence cost compound.
The principle
“The transaction is not the company.”
The question is not whether the company is attractive in isolation. It is whether this opportunity makes sense for this capital, under these terms, now.
How it works
Send what you have, as-is. We do the extraction.
No extra work for your team. Forward the material already in the deal process. No new memo, reformatting, or preparation required.
02 · Clarify only if needed
We figure out what matters.
ClarityInvest extracts the relevant information. If something genuinely decision-critical is missing, we ask only for that. Otherwise, we proceed.
03 · Decide
Receive the Secondary Decision Pack.
Within 72 hours: a concise decision artefact showing the recommended route, what could change the decision, and the next move worth taking.
What you get
A concise Secondary Decision Pack.
Built to answer the next decision — not reproduce the diligence file.
Decision route
A clear view on whether the opportunity should stop, be investigated further, be repriced, be restructured, or enter full underwriting.
What could change the decision
The few pressure points or information gaps that actually matter — separated from information that is merely useful to have.
Recommended next move
The most useful action for the investment team, without expanding work by default.
What we pressure-test
Pressure-tested across the factors that determine whether a direct secondary actually clears.
01
Buyer / mandate fit
Whether the position fits the fund's mandate, return logic, duration, concentration, ownership and portfolio context.
02
Price × risk
What the buyer is being compensated for — and which risks cannot be solved by price alone.
03
Structure & rights
Share class, transfer restrictions, governance, ownership, information rights and transaction mechanics.
04
Seller & process
Why the position is available, why now, and whether seller context changes how the opportunity should be interpreted.
05
Information & assumptions
What is known, inferred or genuinely missing — and which assumptions are doing the most work.
06
Liquidity & decision path
Expected hold, financing dependency, exit conditions, likely internal objections and what would justify the next underwriting cycle.
Compressed into one decision artefact — not six separate reports.
Stopdo not spend another cycle
Investigateresolve a material uncertainty
Repriceeconomics need to change
Restructureterms or structure are binding
Full underwritemerits deeper work
Current scope
Direct private-company secondaries. Venture and growth first.
Built for funds and investment teams evaluating direct positions. It is not positioned as a generic solution for LP portfolio trades, continuation vehicles, NAV financing, or broader GP-led structures.
Built by Silver Compass
Independent decision pressure-testing, not transaction execution.
ClarityInvest helps investment teams interpret live opportunities under decision pressure. It does not replace financial modelling, valuation, legal diligence, investment advice, or transaction execution.
Bring one live opportunity before it consumes another underwriting cycle.
Give us one direct secondary you are evaluating, as-is. In 72 hours, we return the Secondary Decision Pack.
Confidential · 72-hour diagnostic · No platform integration required