Iris is your contextual venture analyst

Iris is your contextual venture analyst

Iris works across your Caplia workspace, reading the Passport, data room, CRI, cap table and workflow history to help founders prepare, funds screen deeper and teams move with more confidence.

Iris works across your Caplia workspace, reading the Passport, data room, CRI, cap table and workflow history to help founders prepare, funds screen deeper and teams move with more confidence.

Dashboard desktop
Dashboard mobile
Dashboard desktop
Dashboard mobile
Dashboard desktop
Dashboard mobile

Iris in action

AI built for venture workflows

Iris works from structured company context, not generic prompts, helping founders prepare, funds screen deeper and accelerators support companies with clearer visibility.

Secure and permissioned by design

Iris operates inside a secure, permissioned workspace. Company data is used to support that company’s workflow and is not shared across users. Sensitive materials remain controlled by access permissions and workspace settings.

  • No shared company IP across workspaces

  • Permissioned access to materials and outputs

  • Designed for confidential fundraising and screening workflows

Workspace permissionsAccess matrix · live
0/12 checks
Scope · Role
F
Founder
$
Fund
A
Accelerator
Passport
Data Room
Cap Table
Iris outputs
Isolated per workspaceISO 27001GDPREU AI ActAudit-logged
Iris · embedded in the workflowFirst upload to investor conversation
IDLE
Upload
Prepare
Screen
Diligence
Match
Founder
Fund
Iris
Standing byReady to assist across the workflow
Closed-loop workflow support

Iris does not sit outside the process. It works across the Caplia workflow, helping founders prepare, funds screen and accelerators support companies from first upload through to review, diligence and investor conversations.

  • Helps founders spot gaps before investor outreach

  • Helps funds go deeper during screening and diligence

  • Helps accelerators identify where founders need support

  • "Spot discrepancies between the deck, financial model and data room."
    "Check whether the Financial Model is ready for investor review."
    "Identify missing materials before sharing with funds."
    "Share 5 Venture Capital funds that match my business."

Fully contextual intelligence

Iris understands the company it is working on. It can read the Passport, data room, founder answers, CRI, cap table, updates and supporting materials to provide answers grounded in the actual business context.

  • Works from your structured Caplia workspace

  • Understands company materials, readiness and workflow state

  • Gives answers based on business context, not generic AI output

  • Investors can

    Ask deeper questions without manually searching every file, Identify inconsistencies across materials before IC, generate sharper diligence questions from the company passport, understand what is missing, unclear or unsupported before spending partner time.

Iris · contextual intelligenceGrounded in your workspace
READING CONTEXT
Iris
Passport
Data Room
CRI
Cap Table
Updates
Q&A
Q ·What's missing for IC review?
Iris is reading your workspace context…