Features
Caplia combines its CRI, Iris and structured company data to help founders assess readiness, programmes track progress and funds screen opportunities with more clarity.
Caplia turns fragmented inbound into structured, decision-ready company profiles your team can screen in one consistent format. Review fit, readiness, founder context and supporting materials from one central workspace.
Meet Iris
Caplia Connector
Process
The intake layer for modern venture
Capture inbound from every source, structure company context and give your team one clearer workflow from first touch to decision.
Caplia Runs Your Intake
Capture every opportunity from forms, referrals, email and founder submissions in one structured system. Caplia turns fragmented inbound into clean company profiles your team can review, route and track from the first touchpoint.
Capture inbound from forms, WhatsApp, email more
Convert raw materials into structured company profiles
Keep every opportunity searchable, organised and in one place
Reduce manual admin before screening even begins
Caplia surfaces the right opportunities
Caplia helps your team identify which companies deserve attention first by checking thesis fit and readiness against our CRI. You see the strongest opportunities clearly, without losing the judgement and context that venture depends on.
Check every company against your fund’s mandate and thesis
Surface readiness gaps, missing materials and key diligence questions
Spend more time on opportunities that are worth the time
You screen standardised profiles
Every company becomes a standardised digital profile, creating your centralised AI-powered workspace for screening, diligence, notes, Q&A and IC preparation. Your team reviews consistent company context instead of scattered decks, links and follow-up documents.
Screen standardised company profiles, not fragmented materials
Review readiness, thesis fit, founder context and supporting evidence
Manage notes, Q&A, diligence requests and memo preparation in one place
Give your team one AI-powered workspace from first review to IC
We structure company data so AI can act on it
Caplia turns fragmented inbound into clean, AI-readable company profiles, giving funds the context to screen, route and progress opportunities faster.
CRM-Ready Data
Feed structured company profiles, notes and workflow signals directly into your existing CRM, keeping your team’s system of record clean and up to date.
Bespoke Reporting Dashboards
Build custom dashboards for deal flow, readiness, screening activity and pipeline performance, giving your team clearer visibility across every opportunity.
Automated Screening Flows
Create rules that route companies, flag missing context, assign reviewers and move opportunities through screening without manual coordination.
FAQ
Answers fund teams ask about Caplia
Caplia works with funds on a bespoke basis. We build out your thesis, set up your flows and calibrate Iris to your team so your fund runs AI-led screening with full confidence.
How does Caplia work with funds?
Caplia only works with funds on a bespoke basis. Our team builds out your thesis directly inside Caplia, configures your screening flows and calibrates Iris to your areas of focus — so your fund logs in to infrastructure shaped around how you actually invest.
Why is every fund setup bespoke?
How long does setup take?
Can Iris adapt to our investment criteria?
How is Caplia priced for funds?
How do funds get started?
Still have questions? Contact support or visit help center.
