Caplia Passport

One Passport.Every investor conversation.

Your pitch deck, key signals, readiness score and data room in one secure, decision-ready profile. Create it once, share it with anyone, and raise with it forever.

venture.caplia.ai/share/kelvraLink copied
K
Kelvra
Seed · Fintech · London
Caplia Verified · 812
OverviewPitch DeckKey MetricsData Room
Elevator pitch
Treasury software that gives finance teams at growing companies one live view of cash across every bank and currency.
Founders
Jordan Hale · Ama Osei
Raising
£2.5m Seed
ARR
£840k
Growth
18% MoM
Runway
14 mo
Kelvra · Seed 2026
Every pound, in one place.
1 / 14Synced · latest version
Monthly revenue
NovOct
Cap tableNDA required
Financial modelNDA required
Customer contractsOn request
Incorporation documentsOpen
PrivateShare Passport
Structure over fragmentation

Seven links in a follow-up email.Or one Passport.

Fundraising materials live everywhere: a deck in one folder, metrics in a spreadsheet, the cap table somewhere else and the latest version in nobody's inbox. The Passport brings it into one structured profile, so every investor reviews the same, current picture of your business.

Pitch_deck_v7_FINAL.pdfData room linkMetrics.xlsxCap tableFounder biosRound detailsRe: quick follow-up
Caplia PassportOne link
OverviewPitch DeckKey MetricsReadinessTeamData Room
Built the way investors screen

Structured with venture experts.Read in minutes.

The Passport's format was built with venture and venture capital experts to reflect how investors actually screen a business. Every section answers a question they would otherwise have to ask.

01
OverviewElevator pitch, sector, stage, location and the round you're raising, at a glance.
02
Pitch DeckAlways the latest version. Sync from Canva so investors never review an old deck.
03
Key MetricsRevenue, growth, usage and runway, presented consistently and kept current.
04CRI
ReadinessYour Caplia Readiness Index score across five areas, and Caplia Verified at 700 and above.
05
TeamFounders, experience and the people behind the plan.
06Controlled
Data RoomCap table, financials and legal documents behind controlled access, with NDA approval where required.
Private by default

Your company,on your terms.

Only the people you choose can see your Passport. You decide who gets access, what they can view and when access ends, and you see exactly how investors engage.

Layered access
Share the Passport for first review and keep the data room, cap table and financials behind controlled access.
Multiple Passports
Create different Passports for different investors, each with the right level of detail.
Engagement you can see
Views, shares and time on each section, so you know who is leaning in and when to follow up.
Access you can revoke
Remove access at any time. Your materials never sit in someone else's inbox again.
Share settingsPrivate by default
Overview, deck and metrics
Anyone with the link
Readiness score
Anyone with the link
Data room
NDA approval required
Link expires
In 30 days
Engagement · this week24 views5 shares
Partner, early-stage fund
Pitch Deck · 6 min
Associate, seed fund
Key Metrics · 3 min
Angel investor
Overview · 1 min
Caplia Tap · Raise plan

Share on the go.One tap, one Passport.

Caplia Tap is a contactless card that opens your Caplia Passport on any phone with a single tap, at events, in meetings and anywhere you meet investors. No links to send, no deck to dig out.

Tap any phone to open your Passport
Share the Passport of your choice
Every view lands in Passport Analytics
Get Caplia TapIncluded in the Raise plan
Caplia Tap cardsRaise plan
Powered by the CRI

Prove readiness,not just describe it.

Every Passport carries your Caplia Readiness Index, the standard measure of how ready a company is to raise. Reach 700 and your Passport is Caplia Verified, a signal investors can trust before the first meeting.

Caplia Verified
700 or above on the 1,000 point CRI
3.9×
Companies scoring 600+ on the CRI are 3.9× more likely to raise capital within 12 months than those scoring below 300.
Oxford Caplia Investment Readiness Study · initial analysis
Questions

Caplia Passport, answered

Who can see my Caplia Passport?+

Only people you choose to share it with. Your Passport is private by default. You control who gets access, what they can view and when access is removed, so investors only see your Passport when you decide to share it.

Do I need to be Verified to share a Passport?+

No. You can share your Passport before becoming Caplia Verified. Verification shows that your company has reached 700 or above on the 1,000 point Caplia Readiness Index, but you can use your Passport to organise your materials and present your company clearly while you work towards that score.

Do investors want to see a Passport?+

The format was built with venture and venture capital experts to reflect how investors actually screen a business, bringing your pitch deck, key company signals, readiness score and supporting materials into one place. It means less back and forth, and a faster first decision.

Is the Caplia Passport universal?+

Yes. The Passport is already used across markets, investor types and funding conversations, by founders in 20+ countries, including the UK, USA, Europe, the Middle East and South Africa.

What happens between raises?+

Your Passport and profile stay live. Keep your deck, data room and cap table organised, and you are ready the moment the next conversation starts.

Caplia Passport

Create once. Raise with it forever.

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© 2026 Caplia Technologies Ltd. All rights reserved.
UpdatesGet Caplia updates, product releases and venture insights straight to your inbox.
© 2026 Caplia Technologies Ltd. All rights reserved.