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Copilot Money vs Clearly Acquired

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

Copilot Money compared with Clearly Acquired
DetailCopilot Money logo Copilot MoneyClearly Acquired logo Clearly Acquired
What it doesYour money, beautifully organized. Platform for buying, selling, and investing in Main Street businesses with AI-native M&A advisory and capital solutions
StageNot given Not given
FoundedNot given Not given
Based inNot given US
Pricing modelPaid Freemium
Pricing$13 per month or $95 per year ($7.92/mo when billed yearly). Includes free 1-month trial. Free basic platform access including AI valuations and debt broker guidance. Paid subscriptions and brokerage services available at scale. Catalyst Fund I: $10M target, $100,000 minimum investment, 8% target preferred return.
Key features
  • AI transaction categorization
  • Budget rollover
  • Cash flow tracking
  • Subscription detection
  • Investment performance monitoring
  • Portfolio allocation tracking
  • Real estate valuation
  • Multi-account aggregation
  • AI-powered business valuation and analysis
  • Deal sourcing from 100+ marketplaces and 200M+ businesses database
  • Connection to 500+ lending partners
  • Full-service sell-side brokerage
  • 12-month close guarantee for full-service clients
  • AI-native deal underwriting and sourcing
  • Capital structuring and SBA loan facilitation
  • Pipeline management and deal tracking tools
What makes it different
  • Privacy-first design with no ads or data selling
  • Unified dashboard for all accounts and investments
  • Smart AI automation that improves over time
  • Available on Web, iPhone, Mac and iPad
  • AI-native platform built first with AI infrastructure rather than adding it later
  • Combines AI tools with experienced M&A advisors who have completed real deals
  • All-in-one platform for sourcing, financing, and advisory in single ecosystem
  • Focus on Main Street and mid-market businesses overlooked by larger firms
Free planNot given Not given
Open sourceNot given Not given
PlatformsNot given Not given
Public APINot given Not given
Community votes00
DR (Domain Rating by Ahrefs)66 no change since last check46 −1 (down) since last check
Trust Flow (Majestic)3012
Citation Flow (Majestic)4421
Referring domains (Majestic)3932311

5 details filled in for both companies.

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