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Guides, walkthroughs and documentation for everyone on Caplia.

40 articles

Video guides Founders Caplia Venture Developers

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Choose your workspace.

Caplia for FoundersBuild your Passport, get scored and run your raise.

Caplia VentureRun your fund, programme or ecosystem like the best in the world.

API & MCPConnect Caplia to your systems and AI assistants.

Video guides

Learn Caplia in two minutes at a time.

Welcome tour: your first 15 minutesWhere everything is in the app.

Understanding your Caplia PassportWhat your Passport holds, how to complete it and how to share it.

Adding key business metricsThe Key Metrics tab and what investors see.

Uploading your elevator pitchUploading or recording a short video pitch.

Creating Passport versionsSwitching between versions and creating a new one.

What is the Caplia Readiness Index?How the score is built, and what it does and doesn't measure.

Using the Caplia Readiness IndexWhat changes your score and the quickest way to raise it.

Setting up your data roomFolders, uploads and what investors can see.

Managing your investor pipelinePipeline stages, ticket sizes and logging interactions.

Linking your Passport to a programmeRedeeming a programme code on a computer or phone.

Using Founder ToolsWhat each tool is for and when to use it.

Phronel on WhatsAppLinking your phone and asking on the go.

Connecting Caplia to Claude and ChatGPTCreating an API key and asking an AI assistant about your company.

Share links, control and analyticsShare links, data room requests and Passport Analytics.

Coming soonInvestor & programme guidesWalkthroughs for deal flow, thesis building, directories and cohort channels are on the way.

Documentation

Browse by topic.

Caplia for Founders12 articlesView all

Getting startedSign up, run the setup wizard and reach a scored Passport.Your Passport & ScoreComplete, preview, share and track your investor-facing profile.Passport versionsSeveral Passport versions from one account, each with its own score.Caplia Readiness IndexWhat your score means, when it updates and how to improve it.Data roomUpload, version and share diligence documents.Cap tableShareholders, share classes, rounds and the Raised figure.Sharing & accessShare links, access levels and NDA gating.Deal pipelineTrack investor conversations through to closed deals.Founder toolsWhat each tool does, where it is and which plan includes it.Link your PassportConnect your Passport to an accelerator or investor programme.Account, team & billingProfile, two-factor, seats, plans and trials.TroubleshootingFixes for scores, uploads, share links and sign-in.

Caplia Venture9 articlesView all

Getting startedAccounts, teams, organisations and offices.Deal flowPipelines, stages, lists and saved views.Adding companiesEvery intake channel: manual, decks, email, WhatsApp, API and forms.Properties & bulk actionsCustom properties, cohorts and multi-select actions.Thesis BuilderEncode your mandate so every deal is scored against it.Readiness IntelligenceThe Caplia Readiness Index and Investor Readiness Snapshot.DashboardsTeam dashboards, widgets and pattern intelligence.Company directoriesPublic, brandable cohort directories with an optional password.Chat & channelsMessage founders and teammates, and run cohort channels.

Developers5 articlesView all

Caplia APIProgrammatic access to deal flow and company data.Founder APIRead your CRI and iterate your deck programmatically.MCP ServerUse Caplia from Claude, ChatGPT, Cursor and Windsurf.PhronelStart a run and read the decision report.Venture Form WidgetA pitch-deck upload widget for your own site.

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