Responsibilities
- Screen against your credit thesis
Assesses each company on the criteria your lending team sets and explains the fit.
- Read the funding history
Brings in equity rounds, investors and timing for each company.
- Weigh the sponsors
Shows which investors back the company, and where your firm has worked with them before.
- Check public filings
Where a company files publicly, shows its registered charges and existing debt.
- Surface past decisions
Shows when your team looked at the company before, and why it did not proceed.
- Draft the first note
Prepares an introduction in the sender’s voice for your review.
Clara does not
- Make credit decisions
- Replace your underwriting
- Send anything unapproved



