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The Caplia Readiness Index (CRI) is a score out of 1,000 that measures how ready your company looks to investors. It is produced automatically from your current pitch deck, plus a check that your financial model and cap table are on the platform, and it comes with a prioritised roadmap showing where the next points are. The CRI does not judge how good your company is or whether it is a good investment. It confirms that you have the information investors expect at first screening and early diligence.
Your score, breakdown and roadmap live in the Founder Portal and are not published anywhere by default. The Caplia Verified badge appears at the top of your Readiness Index page once you score 700 or above. To check what an investor sees of your company, open your Caplia Passport.

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Where to find your score

Viewing your Readiness Index is included on every plan, including Caplia Core. Generating a new score after you update your materials (rescoring) needs the trial, Caplia Raise or Caplia Enterprise; on Caplia Core the rescore action shows a locked card with a View Pricing Plans button. See Billing and subscriptions.

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Getting your first score

1

Upload your pitch deck

If you have no score yet, the page shows an Upload pitch deck button that takes you to the Fundraising Pack folder of your data room. Decks must be PDF, and no larger than 50MB. If you uploaded a deck during onboarding, that file is already your deck and your first score is on its way.
2

Scoring runs on its own

There is no calculate button. Uploading queues a scoring run automatically. A progress banner appears with a rough estimate: usually 1 to 3 minutes, or 5 to 10 minutes when several of your own uploads are queued ahead of it. Once the run starts, the estimate narrows to about a minute. The banner also cycles through the rubric signals Caplia checks, as a reminder of what is assessed rather than a live position in the run.
3

Review the result

The page refreshes itself when the run finishes, so there is no need to reload. You then see your score on a circular gauge, a Score Breakdown by area, an Improvement Roadmap and a Score History entry for the run.

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What the score measures

Your score is built from signals across five areas. Score Breakdown shows points earned out of points possible for each one, with a progress bar (and, on a phone, a short status label such as “Strong, credible data”). Two things are worth being blunt about, because they explain most surprises:
  • The rubric reads your current pitch deck. Content that lives only in another data room document, or only in your passport fields, is not read as evidence.
  • The two exceptions are platform actions: having a financial model and a cap table uploaded. Those are scored mechanically, and their points are folded into Foundational Readiness in the breakdown.
Both platform checks only look for a file in your data room. Upload cap table puts a spreadsheet or PDF in the Equity & Cap Table folder, which satisfies the CRI check but does not fill in the Cap Table page, which you build separately. If you have built that page already, use Copy to Data Room on it to export a file into the folder, and the check reads that.

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Caplia Verified

Scoring 700 or above earns the Caplia Verified badge, shown at the top of the page. Below the threshold you get a progress bar and the exact number of points still needed.

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The improvement roadmap

Improvement Roadmap lists your highest-impact next steps, ordered by priority, up to eight at a time. Each card carries:
  • The points you can expect. A + figure is exact: those are the two mechanically scored platform actions, so completing them delivers the points shown. A ~ figure is an estimate, because the signal is judged from your deck content.
  • A Why this matters panel explaining what investors are looking for.
  • An action button that takes you where you can act on it: Add to pitch deck for deck-derived signals, Upload financial model or Upload cap table for the two platform actions.
  • An option to hand that specific item to Iris, pre-filled with the context of the recommendation.
Recommendations for signals already at full marks are dropped from the list. Once your score reaches 750, point pills are replaced by a Nice to have tag, because the remaining predicted gains would overshoot the 1,000 ceiling.

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When your score is recalculated

Rescoring is automatic and happens on upload. Uploading a file into Fundraising Pack, Financials or Equity & Cap Table queues a fresh run and the progress banner returns, whether or not you tag that file as the key document for the folder. Editing passport fields, adding shareholders, moving a file between folders and deleting a document do not queue a run. Score History lists your recent runs, up to the last 30, each with its date, the score, and the change from the previous run, so you can see whether a deck revision moved the needle.

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Keeping the right file as your pitch deck

Only one document at a time holds the pitch deck slot, and that is the file the rubric reads. This is the single most common cause of a score that falls for no obvious reason: a supporting PDF such as an appendix or a one-pager gets uploaded into the slot, and the next run scores the appendix instead of the deck. The canonical way to replace your deck: open Data Room, select Key Docs in the folder list, find the Pitch Deck row and click Replace. The previous version is archived, not lost, and stays available in that row’s history. To add a file to the fundraising pack that is not your deck:
  • Using the Upload dialog, set the folder to Fundraising Pack, then change Document Type to Regular Document. The dialog preselects Pitch Deck for that folder, and a warning tells you the upload will replace your existing deck.
  • If you drag the file onto that folder instead, Caplia asks whether it is your pitch deck. Answer No, regular document.
A pitch deck must be a PDF. Uploading a PowerPoint or Keynote file to the pitch deck slot is rejected, so export to PDF first.

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Troubleshooting

Check which file currently holds the pitch deck slot: Data Room, then Key Docs, then the Pitch Deck row shows the file name, and a version badge once you are past the first version. If it is not the deck you expect, an upload took over the slot and the last run scored the wrong file. Put the right file back by uploading it with Replace, which queues a fresh run, then let that run finish. Compare the runs in Score History to see which area moved.
Deleting does not queue a scoring run. Your score keeps reflecting the last completed run until your next upload, at which point it is recalculated from what exists then.
The rubric reads the deck that holds the pitch deck slot. If the evidence sits in a different data room file, in an earlier deck version, or only in your passport, it is not counted. Move it into the deck itself and re-upload. The exceptions are the financial model and cap table checks, which are satisfied simply by having those files uploaded.
The banner shows an honest estimate that only narrows as the job progresses. Several uploads in a row queue behind each other, which widens it. The page polls for the result on its own, so leaving it open is enough. If the banner clears without your score changing, reload the page once, and if it is still unchanged after 15 minutes, open Help & Support from your account menu and tell us.
Rescoring needs Caplia Raise or higher (it is included in the trial). Use View Pricing Plans on that card to see the plans, or read Billing and subscriptions.
Pitch decks must be PDF and under 50MB. An empty file, or a file whose extension does not match its actual type, is rejected as well. On Caplia Core your data room holds 10 documents in total, so if the message names a document limit rather than a format or size problem, delete a document you no longer need or see Billing and subscriptions. If your export is too large, compress the images or split appendices into a separate document (uploaded as a Regular Document, not the deck).

Data room

Where your deck, financial model and cap table live, and how versions work.

Caplia Passport

The investor-facing profile, and what investors actually see of your company.

Cap table

Building the structured cap table, which the CRI file check does not populate.

Iris

Ask for help with a specific recommendation from your roadmap.

Billing and subscriptions

Which plans include the Readiness Index and rescoring.