⬡ CLEARSTONE CAPITAL
Connect your Supabase database · One-time setup
How to find your keys
1
Go to supabase.com and open your project
2
Click Settings → API
3
Copy Project URL and the anon / public key
Project URL
Anon / Public Key
Use the anon key — not service_role
AI Features (optional)
Claude API Key
Powers AI contact import & note extraction — console.anthropic.com
Azure App Client ID
Powers Outlook email sync & OneNote — register a free app at portal.azure.com
Your keys are saved only in this browser. They never leave your device.
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Access Pending Approval
Your account has been created. An admin will review and approve your access.
Search deals, contacts, notes… ⌘K
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Workspace
Dashboard
Emails0
Notes → Tasks
To-Do0
Deal Work
Deal Pipeline
CIM Analyzer
LBO Builder
Comp Tables
IC Memo
Portfolio & Ops
Portfolio Cos.
Fund Tracker
Contacts0
News & Deals
Clearstone Capital
v3.0 · Supabase-backed
Good morning 👋
AUM
$340M
↑ 12.4% vs last qtr
Active Deals
—
in pipeline
Portfolio Value
—
estimated current
Open Tasks
—
across all deals
Fund III
67%
$116M of $174M deployed
Active DealsPipeline →
CompanyStageEVConf.
Priority Tasks TodayAll →
Team ActivityLive
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Upcoming Meetings
AI Daily Briefing
Claude analyses your deals, tasks, meetings & emails to tell you exactly what to focus on
Click "Generate My Briefing" to get Claude's analysis of your day.
To-Do List
—
Priority · Due Today
Other Open Tasks
AI-Extracted Tasks
Connect Gmail to auto-extract tasks from emails.
Completed
Deal Pipeline
—
Contacts
—
All
🏦 Brokers
🏭 Co-Packers
🛒 Retailers
💼 Bankers
🚀 Founders
🎯 Advisors
💰 LPs
Portfolio Companies
Live metrics · Edit to update valuations
Total: —
Fund Tracker
Clearstone Capital Fund III · $174M
Fund Size
$174M
Deployed
$116M
67%
Reserves
$58M
TVPI
1.42x
DPI
0.18x
Deployment
Capital Events
DateEventAmountStatus
News & Deals
All
CPG
SaaS
Health
Deals
Market Intel
Inbox
5 unread
✉️
Connect Outlook for Live Sync → Auto-creates To-Do items
Pulls your real inbox via Microsoft Graph. Tasks extracted automatically.
📧
Gmail Demo Mode
Sample emails shown below. Connect Outlook above for live data.
Notes → Tasks
OneNote sync · PDF upload · Paste text → Claude extracts action items
Paste notes, meeting minutes, emails, or any text:
CIM Analyzer
Multi-agent AI diligence · Clearstone Intelligence
🤖
Multi-Agent Diligence Ready
Upload a CIM or analyze Brust Beverages — our active diligence deal.
LBO Builder
Real-time leveraged buyout analysis
Deal Parameters
Deal Name
Purchase EV ($M)
Entry EBITDA ($M)
Debt / EBITDA: 4.0x
Revenue CAGR (%)
Exit Multiple (EV/EBITDA)
EBITDA Margin at Exit (%)
Hold Period (Years)
Mgmt Fee (%/yr)
Returns Analysis
IRR
—
Internal Rate of Return
📈
MOIC
—
Multiple on Invested Capital
💰
Equity Check
—
Initial equity invested
🏦
Comparable Transactions
Precedent transactions & trading comps
Precedent Transactions — CPG / RTD Beverages
Company / TargetAcquirerYearEV ($M)Revenue ($M)EBITDA ($M)EV/RevEV/EBITDANotes
Trading Comps — Public Benchmarks
CompanyTickerEV ($B)Rev ($M)EBITDA MarginEV/RevEV/EBITDARev Growth
IC Memo Builder
Auto-saves to browser storage · Last saved: Never
Deal Overview
Company Name & Description
Investment Thesis
Transaction Structure
Financial Summary
Key Financials & Projections
Returns Analysis
Risk Factors
Key Risks & Mitigants
Open Diligence Items
Value Creation Plan
100-Day Plan & Strategic Initiatives
IC Recommendation
Admin Panel
Manage team access · Role permissions
Team Members
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Pending Approval
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Audit Log (Last 20)
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Role Permissions
RoleView All DataAdd / Edit RecordsDelete RecordsAdmin PanelApprove Users
admin✅✅✅✅✅
editor✅✅❌❌❌
viewer✅❌❌❌❌
Add Task
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EV ($M, est.)
Stage
Notes
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Type
Linked Deal
Notes
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Valuation Method
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Multiple
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