FAQ
How do funds get started with Caplia?
Caplia only works with funds on a bespoke basis. We sit down with your investment team, build out your thesis directly inside Caplia, configure your screening flows and calibrate Iris to the criteria that matter to your fund — so your team logs in to infrastructure shaped around how you actually invest.
How long does onboarding take?
Can my team access Caplia on mobile?
Can Caplia work alongside our existing tools?
Can I see Caplia in action before committing?
Who at the fund typically uses Caplia?
Inbound & Intake
What is the Caplia Passport?
How does inbound intake work?
Can founders submit a Passport directly?
Does Caplia replace our deal flow CRM?
Iris & Screening
What does Iris do for fund teams?
How does Iris surface risk?
Can Iris adapt to our screening criteria?
Does Iris write IC notes?
Comparison & Decisions
Can we compare companies side by side?
How are decisions tracked?
Does Caplia help with diligence?
Can the team collaborate on the same company?
Access & Governance
How is access managed for fund teams?
Can we restrict access to specific deals?
Is every action logged?
Can access be revoked at any time?
Security & Compliance
How does Caplia protect company data?
What certifications does Caplia hold?
Is founder data ever used to train external models?
Where is fund data stored?
Support & Success
What support do fund teams get?
Does Caplia configure the platform for our fund?
How fast does support respond?
Is there a help centre?
Pricing
How is Caplia priced for funds?
Is there a fixed plan for funds?
How do we get pricing?
Are invoices available?
Still have questions?
Visit the Caplia Help Centre or talk to our team about screening on Caplia.