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
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.


