Process
Screen for fit from the first touchpoint
Every inbound opportunity is matched against your fund thesis before review, helping you move faster on the companies worth your team’s time.
Build your thesis into Caplia
Caplia captures how your fund invests, including stage, sector, geography, cheque size, ownership target, business model, traction expectations and exclusion criteria.
Your thesis becomes a structured screening layer inside your Caplia workspace, so every inbound company can be reviewed against the same investment logic from day one.
Define stage, sector, geography and cheque size
Add partner-specific interests and excluded areas
Capture what good fit and weak fit look like
Turn your mandate into structured screening rules
Calibrate with your team
After setup, we run a calibration period with your team. Caplia reviews real companies against your thesis, captures feedback and adjusts the screening logic until the outputs match how your team thinks.
This is not a generic score. It is a fund-specific screening layer shaped around your mandate, priorities and decision process.
Review real inbound companies together
Capture partner and associate feedback
Refine fit logic, edge cases and pass reasons
Improve accuracy before scaling across deal flow
Surface stronger-fit opportunities
Once calibrated, Caplia helps your team spot the companies worth reviewing first. Each company is checked against your fund thesis, readiness, missing context and available supporting materials.
Your team sees why something matches, what is missing and what should happen next.
Identify strong-fit companies faster
Flag weak-fit or incomplete opportunities
Explain why a company matches your thesis