Choosing the right Caplia plan: a checklist for founders, funds and accelerators

Caplia is shared infrastructure for venture fundraising. Founders, funds and accelerators all run on the same platform, but each side uses it differently. This post is a quick checklist for thinking about which plan fits where you are today.

A note on pricing: Caplia pricing for institutional users is bespoke. We do not commit to one price. Every fund and accelerator agreement is shaped to your team, pipeline, cohort size and feature depth. The checklist below helps you scope what you actually need before talking to our team.

For founders

Founders can build a Caplia Passport for free. Paid plans unlock advanced Iris workflows, deeper investor matching and Caplia Circle benefits.

Use the free plan if:

  • You are early in your raise and want to structure your story

  • You want a clean, secure way to share your company instead of sending decks

  • You are exploring readiness against the CRI before approaching investors

Upgrade to a paid plan if:

  • You are running an active raise and want Iris drafting outreach and follow-ups

  • You want deeper investor matching from the Caplia database

  • You want priority support, expert Passport reviews and Caplia Circle benefits

  • You are managing a multi-stage round with tiered investor access

Most founders find the paid plan pays back in saved hours within the first week of active outreach.

For funds

Fund pricing is bespoke. We work with each team based on fund size, screening volume and depth of Iris and platform features.

If your fund is evaluating Caplia, scope these questions before the conversation:

  • How many companies enter your inbound funnel each quarter

  • How many partners and reviewers will use Caplia

  • Do you want Iris configured to your fund's specific areas of focus

  • Do you need Caplia connected to your existing CRM or investor tools

  • Do you require regional data residency or specific compliance posture

The answers determine the shape of the agreement. The platform scales the same way regardless. Bigger funds get more configuration, more support, more depth.

For accelerators

Programme pricing is also bespoke. We work with accelerators, university programmes and founder communities on cohort-based agreements.

Scope these questions before talking to our team:

  • How many cohorts do you run a year, and how many founders per cohort

  • Do mentors and partners need access

  • Are you running multiple parallel cohorts under one programme

  • Do you want investor handoff structured through Caplia at demo day

  • Do you need custom CRI weighting tied to your programme priorities

Most accelerators start with a single cohort cycle to validate the model, then move to multi-cohort agreements with tailored pricing.

What every plan includes

Regardless of tier or audience, every Caplia plan includes:

  • The Caplia Passport, the structured profile that travels with the founder forever

  • The Caplia Readiness Index across 27 signals

  • Iris, our agentic fundraising co-pilot

  • Enterprise-grade security: ISO 27001, Cyber Essentials Plus, GDPR, EU AI Act aligned

  • Encryption in transit and at rest

  • Instant access revocation and full audit logging

These are the baselines. They are not enterprise upgrades.

How to choose

The simplest rule: pick the plan that fits where you are today, not where you were six months ago. Most teams choose too late, after processes break. The platform is more useful when it joins the workflow earlier.

If you are not sure, talk to our team. We will scope what fits, and shape an agreement around it.

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