ClearActivity
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Portfolio intelligence for private equity & family offices

The operating health of your entire portfolio, in one view.

ClearActivity unifies cybersecurity, financial, marketing, and e-commerce performance across every portfolio company — so you can monitor KPIs, catch risk early, and act with conviction.

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Fund Overview · Meridian Capital Partners

Cybersecurity

74/100

Financial health

81/100

Marketing efficiency

69/100

Northwind
Lumen
Atlas
Vertex
Solara
Pinnacle

Coverage

Every signal that determines value — continuously monitored.

Cybersecurity

Security posture scores, open findings by severity, patch compliance, and phishing resilience — surfaced for every holding.

Financials

Revenue, EBITDA, gross margin, ARR, and cash position pulled straight from ERPs and CRMs into a normalized view.

Marketing efficiency

Blended ROAS, CAC, and spend efficiency across Google, Meta, and every channel via Windsor.ai connectors.

E-commerce & analytics

GMV, orders, AOV, and conversion from Shopify and Google Analytics for your consumer-facing companies.

How it works

From scattered tools to a single source of truth.

01

Add your portfolio

Onboard each portfolio company and invite their operators with scoped access.

02

Connect the systems

Company teams link their security, ERP, marketing, and analytics tools in minutes.

03

See the whole fund

Every signal rolls up into a fund-level view with AI recommendations on what to act on.

AI intelligence

Recommendations that tell you where to look first.

ClearActivity analyzes cybersecurity, financial, and marketing signals across the fund and your companies, then surfaces prioritized recommendations — so your team spends time on decisions, not spreadsheets.

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