Platform

Operations

The work on people's desks, the processes behind it, and how the firm is set up.

• Portfolio Monitoring

  The companies you already own, and the quarter you ask them for.

• Portal

  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.

• ESG & Impact

  The sustainability questions you already ask the portfolio, reviewed before they land in a report.

• Communications

  Lists and mailings for the firm. Not the notices that go out to LPs.

• Workspace

  What is on your desk: tasks, mail, notes, and meetings.

• Dashboard

  A home view of what is moving.

• Workflow & Ops

  How the firm's processes actually ran. You still do the work from your queue.

• Reporting

  Charts and packs built from the records you already keep.

• Administration

  How the firm sets Capsure up. Most people are not in here every day.

• Tenant and firm

  One company, one person, one fund. Everything else points at them.