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What founders share, and what investors screen

Caplia turns scattered decks, forms, data rooms and updates into one live company Passport. Founders share a clearer view of their business. Investors screen faster with structured, comparable information from the first touchpoint.

Caplia turns scattered decks, forms, data rooms and updates into one live company Passport. Decision ready, built to
close rounds.

Get a Passport

View Example

Features for founders

Raising? Share a Caplia Passport

Your Caplia Passport presents your company clearly, keeps your materials organised and gives investors what they need to review you faster.

One link, not a bundle of files

Replace decks, data rooms, metrics, updates and Q&A with one live company profile investors can actually use.

Analytics

See who opened your Passport, what they viewed, how long they spent and where investor interest is building.

Built for screening

The signal that investors need. Give investors a structured view of your company, with consistent sections, key signals and materials in one place.

Readiness, not just storytelling

A deck tells the story. Caplia shows the evidence behind it, including all key signals in the most digestible format for a first pass.

Process

Your Best Foot Forward

Raising? Share a Caplia Passport

Demonstrate to investors that you’re organised, capital-ready and prepared for diligence when the conversation moves forward.

Your Caplia Passport presents your company clearly, keeps your materials organised and gives investors what they need to review you faster.

Generate Your Passport

Upload your deck or enter the URL of your website. In seconds, Caplia turns your materials into a structured company profile that investors can review faster.

Create your Caplia Passport
Pull key information from your deck and refine using Iris
Build one clear profile ready to share
Click here to book a demo, we'll assign you a Caplia expert

URL

+ DECK

Awaiting input0%

Screening List > Caplia

Caplia

Building infrastructure for venture fundraising

SaaSMVPWebsite

OverviewElevator PitchKey MetricsData Room

Caplia · Pitch Deck01 / 14

The opportunityThe infrastructure layer for venture fundraisingOne connected system for capital readiness, screening and deployment.

Data RoomManage and share your company documents securely

AUTO-INDEXED

FOLDERS

Key Docs5/5

Fundraising Pack4

Cap Table1

Key Financials3

Launch Plan2

Corporate & Legal6

Data Room > Key Documents

Your three most investible documents

Pitch deck, financial model and cap table are the primary inputs for any first review. Caplia auto-resumes each file as it's uploaded.

Auto-resumes on uploadShown to investors

Pitch Deck

v3 · Caplia Pitch Deck 2026 · 38 pages

Financial Model

v6 · Caplia AI Financials · 5 sheets

Cap Table

Caplia_CapTable_2026 · 31 March

Upload your Materials

Bring your fundraising materials into one secure workspace. Upload your deck, data room documents and cap table so Caplia can organise the information investors need before first review.

Upload deck, documents and company files
Keep key materials in one structured place
Use our CRI to spot missing information before investors do
Click here to discover more about our CRI.

Share and Track

Share one live Caplia Passport with investors and track how they engage. Control what investors see, keep information up to date and understand who is reviewing your company.

Share one live investor profile
Full access controls at your fingertips
Track views, engagement and interest
Update materials without sending new files
Click here to book a demo, we'll assign you a Caplia expert

Sharing settingsInvestor activity · live

4 ACTIVE

Access ControlRequestsNDA

StatusAccessNDALast ActiveViews

ActiveM

Passport

—

4 days3 views

ActiveJ

Passport

—

2 days14 views

ActiveP

Full Data Room

Pending

a month0 views

ActiveT

Full Data Room

Signed

about 1 month7 views

Process

Share with Caplia Tap

Instant sharing on the go. Load your passport, and share your decision-ready passport on the go.

Start Free Trial

Learn More

Book a Demo

FAQ

Answers to common questions

Everything you need to know about the Caplia Passport. What it is, what it replaces and how it stays with you.

What is the Caplia Passport?

The Caplia Passport is one structured, decision-ready profile of your business. It replaces fragmented decks, data rooms and follow-up links with a single source of truth investors can review in seconds, on consistent fields, signals and evidence.

How is the Passport different from a pitch deck?

What goes inside a Passport?

How do I share my Passport?

Who controls access?

Is the Passport secure?

What happens after my round closes?

Still have questions? Talk to the Caplia team.