How Louis made Youmi investor ready with Caplia & the CRI.
Louis used Caplia to understand what investors needed, sharpen Youmi’s materials with Iris and bring everything into one live Passport before outreach.
Louis, founder of Youmi, was preparing to raise capital.
The challenge was not just building a pitch deck. It was knowing what investors expected to see, where the gaps were and how to present the business with enough structure from the first conversation.
Fundraising was already becoming fragmented. Decks, links, documents, follow ups and due diligence materials were all at risk of being sent at different times from different places.
Caplia gave Louis the knowledge and structure needed before going into outreach.
With Iris embedded throughout the platform, Youmi could sharpen its materials, assess readiness and understand what signals investors would look for. Instead of reacting to investor requests later, Louis could prepare the business properly upfront.
The result was a clearer, more confident raise.
When speaking to investors, Louis could share one Caplia Passport link with everything they needed, from first look through to due diligence, already organised in one place.
Founder quote
“Caplia has changed the way we’re approaching our raise. Fundraising is totally fragmented and it’s impossible to give investors all the signals they want. Decks, links, follow-up docs all going out at different points from different places. Caplia fixes that.”
“Having Iris embedded throughout to help sharpen our materials and assess our readiness has made a real difference to how confident we feel going into outreach. When we speak to investors now, I can send one Passport link, and everything they need - from first look through to due diligence - is already there.”
“Caplia has changed the way we’re approaching our raise. With Iris helping us sharpen our materials and one Passport link for investors, we feel far more prepared going into outreach.”

Louis Allen
Co-founder
