Your Passport & Score

Your Caplia Passport is the investor-facing profile for your company: pitch deck, company overview, team, market, traction, fundraising round, elevator pitch video, key metrics, and the documents you have chosen to share. Open it from Caplia Passport in the left sidebar, at /dashboard/investor-preview. Everything on the page is edited in place, so there is no save button. A field is not saved while you type: it is written when you leave it. Click outside the field, or press Enter (Ctrl and Enter, or Cmd and Enter, in a multi-line box). Press Escape instead and the edit is thrown away. While an Overview change is being written, a saving indicator appears in the top right of the header.

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Who can see your passport

Your passport is not public, and there is no publish switch. An investor sees it only when you give them access, in one of three ways:

• a share link you create and send;
• an access invitation to a named investor;
• an access request from an investor that you approve.

A share link grants passport access only: pitch deck, overview, team and key metrics. It does not open your data room. Investors who want the rest of your files request data room access separately, and you approve or decline each request. All three routes are managed in one place: click Share in the top bar, or Sharing in the menu under your avatar, to reach /account/sharing. That page is covered in sharing and access.

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The four tabs

You can deep-link to a tab by adding ?tab=elevator-pitch, ?tab=key-metrics or ?tab=dataroom to the passport URL. On narrow screens the middle two tabs are shortened to Pitch and Metrics.

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Filling in the Overview tab

Click any field to edit it in place. Fields that are still empty are tinted amber so you can see at a glance what an investor would find missing.

• Pitch Deck shows the current deck held in your data room. You cannot upload a deck here.
• Company Identity holds your company name, website and logo. Click the logo square to upload one: it must be an image file under 2MB.
• Key Information holds Company Description (capped at 300 characters, with a live counter), Stage, Industry, Revenue Status and Location.
• Fundraising shows Target Raise, Valuation and Fundraise Progress for your active round, each with its own Show to investors switch so you can hide a figure without deleting it. With no active round, the card links you to the cap table to create one.
• Tax Incentive Schemes is a tick list of the investor tax reliefs your company qualifies for: SEIS and EIS in the UK, QSBS and Opportunity Zone in the US, and equivalents for France, Ireland, Germany, Spain, Italy and Belgium. Tick every scheme that applies.
• Product takes free text for problem, solution, competitive advantage and go-to-market, plus a Business Model picker.
• Market takes free text for Market Description and Primary Competitors, plus TAM, SAM and SOM as currency amounts.
• Traction & Roadmap takes free text, plus individual bullet highlights for traction and roadmap.
• Additional Information is optional diversity data, and only appears on your shared passport once filled in.
• Team lists founders, advisors and key hires; Add Team Member adds a blank card.
• Primary Contact is the single person investors should approach, separate from the team list.

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Elevator pitch video

On the Elevator Pitch tab, click Add Video. Upload File takes an MP4, MOV or WebM file up to 100MB, chosen with Select Video File. Record Video captures from your webcam and stops at 90 seconds. Keep the video to 90 seconds or less. That ceiling applies to both routes, not just recording: a video longer than 90 seconds carries a red Video exceeds 90 seconds badge once it is live, and anything over 60 seconds picks up a milder Video is longer than 60 seconds note. A separate warning appears above two minutes. A long video still uploads and still plays for investors, but it is flagged every time you open the tab. To change a video you already have, use Replace to upload or record a new one, or Remove to delete it. Download gets you a copy of the current file.

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Key metrics

The Key Metrics tab is a set of cards: Revenue by Calendar Year, Monthly Recurring Revenue (MRR), Gross Margin, Net Profit Margin, Monthly Cash Burn, Runway, Employee Metrics and Additional Metrics for anything else you track. Set the currency once at the top and every card follows it. Dating a metric in a future month labels it as a forecast for investors automatically, but only on Monthly Recurring Revenue (MRR), Gross Margin, Net Profit Margin and metrics you add yourself. Monthly Cash Burn, Runway and Employee Metrics carry a date but never a forecast label.

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Data Room tab

This tab is read-only and lists only the documents you have marked as shared, so it is the quickest way to check what an investor with data room access would find. Someone who arrived through a share link sees none of it until you grant them data room access separately. Key Docs tracks the three documents investors look for first, pitch deck, financial model and cap table, and counts them out of three. Use Manage in Data Room to change anything.

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Check your passport before you send it

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Sharing your passport

Creating share links needs a plan that includes Caplia Passport Sharing. On plans without it, the Share Passport button shows a padlock and takes you to the sharing page instead. Creating a share link also marks your current pitch deck as shared, so a new link is never sent with the deck hidden. Anyone who opens the link is granted passport access, which you can review or revoke later from the Access Control tab. Deactivating a link stops new visitors, but investors who already opened it keep their passport access until you revoke it individually.

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Passport Analytics

Passport Analytics in the left sidebar (/dashboard/passport-analytics) shows what happened after you sent the link: visits, unique visitors, average time spent, how many watched the video, and a ranked list of visitors with the sections that held their attention. It needs the same plan as sharing, and openings identified as bots are filtered out of the counts.

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Your Caplia Readiness Index

Your Caplia Readiness Index (CRI) is scored from the same materials your passport is built on, and is displayed on a 0 to 1000 scale in Score Hub. A score of 700 or more earns Caplia Verified. The full breakdown, what triggers a rescore and how to move the number lives on the readiness index page.

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Troubleshooting