Platform
You look at a company, decide, hold it, and tell your investors what happened, without starting the story again at each step. Capsure keeps the company, the deal, the research, the work, the holding, and the investor together, enabling clearer reporting and speeding up your firm.
Interesting companies automatically land on one list, with the custom fields and forms your firm needs to find hidden gems.
Capsure AI works beside the record. It drafts, searches, and asks before it writes. Agents you publish call your sources.
The company and every round’s terms sit on one deal. Capsure AI fills those terms from the file you have in hand.
Ask for the quarter, and for ESG and impact, on the holding. The company answers on a portal built for that request.
Commitments, the raise, and the investor book sit together. The company you hold is the one you already met.
From quarterly reports to company packs, custom, easy to configure and data-rich reports from the records you already keep.
Funds
Who committed, to which vehicle, and how much, already lives with investor relations. The fund, the SPV, the GP, and the management company stay as their own vehicles, so the book stays clear. When a holding is revalued, what it is worth is already there to see.
Deals
The comps, the thesis, and the research sit on one deal, next to every round’s terms. When you invest, the holding is the same company you already met. Instruments appear once they exist, and the value comes from a revaluation already on the books.
Portfolio
The holding is the company's file at the firm. You ask for the quarter, and for ESG and impact, on it. The company answers on a portal built for that request. Board meetings stay on the same file, so the next quarter opens a record, not a blank email.
Investors
The raise holds the prospect, the materials, and the subscription, in a data room you share. Once they subscribe, who committed and how much lives with the fund. Portfolio and sustainability asks go out on the portal, against the company you already hold.
Where you find a company, open a deal, and take it through your stages.
The companies you already own, and the quarter you ask them for.
An invited person signs in with a code sent to their email. They only see the requests, materials, comments, and datarooms granted to that email.
The sustainability questions you already ask the portfolio, reviewed before they land in a report.
Who your investors are, where the raise stands, and what they can open.
Lists and mailings for the firm. Not the notices that go out to LPs.
The legal work, the vehicles, and the checks around them.
Commitments, notices, receipts, and waterfalls.
What is on your desk: tasks, mail, notes, and meetings.
A home view of what is moving.
How the firm's processes actually ran. You still do the work from your queue.
Charts and packs built from the records you already keep.
How the firm sets Capsure up. Most people are not in here every day.
One company, one person, one fund. Everything else points at them.
Finding companies, making the decision, and looking after the ones you own.
Who committed, which vehicle, and what the book is worth.
The LP relationship, the raise, and what that investor can open.
Legal work, checks on a party, and the lists the firm has to keep.
The work on people's desks, the processes behind it, and how the firm is set up.
The deal, the holding, the investor, and the vehicle, without typing the company in again.
Tell us what is getting in the way.
