How to build a Caplia Passport in under an hour
Most founders assume that putting a Caplia Passport together takes weeks. It does not. The whole point of a structured profile is that you already have most of the material. The Passport just turns it into something investors can actually use.
This is a practical walkthrough of how to build a Caplia Passport end to end in under an hour. By the end of it, you will have a decision-ready profile, a CRI score and a clear list of what to sharpen before you go to investors.
Before you start: gather what you have
In a single folder, pull together:
Your most recent pitch deck
Your latest financials and KPI dashboard
A cap table summary
Your data room or supporting documents
A clear note on what you are raising and on what terms
Do not polish anything. Just collect.
Step 1: Upload your deck (5 minutes)
Drop your deck into Caplia. Iris reads it and pre-populates the structured fields of your Passport. Team, market, product, traction, ask. The point is not perfection. The point is to skip the blank-page problem and start from your existing story.
Step 2: Connect your data room (10 minutes)
Link your existing data room or upload supporting documents. Iris organises them against the Passport structure. Financials sit with financials. Contracts sit with contracts. Customer evidence sits with traction.
You keep full control of what is included and what is shared at each access tier.
Step 3: Run your CRI (5 minutes)
The Caplia Readiness Index scores your company against 27 capital readiness signals across five areas. The score is generated automatically from the Passport you just populated.
This is the single most useful step in the process. You will know exactly where you stand against the signals investors actually use, and exactly which gaps to focus on next.
Step 4: Iris review (15 minutes)
Iris walks through your Passport and surfaces:
Gaps in materials investors will ask about
Weak signals that need supporting evidence
Likely investor objections, with suggested answers
Sections that need stronger framing
This is the work that used to happen across coffees, calls and feedback sessions over weeks. Iris compresses it into one structured review tied to your live Passport.
Step 5: Sharpen the rough edges (15 minutes)
With Iris's review in hand, fix the highest-impact gaps first. Sharpen the team page. Add the missing customer logo. Clarify the round mechanics. Caplia tells you what moves your CRI score the most. Focus there.
Step 6: Set up access tiers (5 minutes)
Decide what investors see at each stage:
Tier 1 (first look): company overview, market, traction summary, CRI score
Tier 2 (engaged): full team, financial highlights, key contracts
Tier 3 (diligence): data room, cap table, customer references
Founders who tier access get more conversations, faster. Investors get the right depth at the right time.
Step 7: Share (5 minutes)
Generate a secure link. Send it. Track engagement in your Caplia workspace. Iris recommends follow-ups based on what investors viewed and what stalled.
What you have at the end of an hour
A structured, decision-ready Caplia Passport
A CRI score across 27 signals
A prioritised list of the gaps to close before investor conversations
Tiered access ready for outreach
Live engagement tracking on every share
This is what replaces sending a deck. And once it is built, it stays with you. Update it once and every active investor sees the latest version. Use it for this raise, the next, and every conversation in between.