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Most problems in the portal have a simple explanation, and most of them come from one of two things: a document that quietly replaced another, or two features that look connected but are not. Find your issue below. Each answer links to the page with the full detail. If nothing here matches, ask Iris in the app, or open your avatar menu in the top-right corner and choose Help & Support.

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Your score

This is almost always the same cause: a PDF that was never meant to be your deck became your deck.When you upload into the Fundraising Pack folder, the upload dialog sets Document Type to Pitch Deck for you, because that folder has one key document. Anything you upload there as Pitch Deck replaces the current deck and is scored as your deck. Upload an appendix, a one-pager or a data annexe that way and your Caplia Readiness Index (CRI) is recalculated from that file instead of your real deck.Do both of these:
1

Put the extra file back where it belongs

Upload it again, and in the Upload Document dialog move it out of Fundraising Pack using the Document Category dropdown. Everything uploaded into Fundraising Pack must be a PDF, and choosing Regular Document does not lift that rule: a non-PDF annexe is still rejected there with “Pitch decks must be PDF format”. If the file is a PDF and genuinely belongs beside your deck, leave the folder as it is and set Document Type to Regular Document so it sits alongside your deck instead of replacing it.
2

Restore your real deck

Go to Data Room, open Key Docs, and on the Pitch Deck card click the small clock button showing the number of older files. That opens Version history, which lists every replaced version, and Restore on a row makes that file current again.
Restoring a version does not start a score run on its own: only an upload does. Once your real deck is current again, use Replace on the Pitch Deck card and upload the same PDF once more to force a fresh run. See Caplia Readiness Index for what the score measures.
Scoring is not instant. Your upload joins a queue and is analysed step by step, which usually takes a few minutes.While it runs, the score page shows a progress banner that reads Analyzing your pitch deck… with a rough time estimate, and the page refreshes itself when the result lands. You do not need to reload. The estimate narrows as the job moves from queued to running; it never widens.If the banner disappears and no new score appears, the run did not finish. Upload the deck again to start a fresh run, and contact us if it fails twice. Remember the CRI is displayed on a 0 to 1000 scale, and 700 is the threshold for Caplia Verified.
Score runs are queued by uploads. Deleting a document does not start one, so your score keeps reflecting the last completed run until the next time you upload something.If a deleted document was inflating your score, upload your current deck again to force a fresh run.
It lives under Founder Tools in the left sidebar, listed as CRI. The route is /dashboard/score-hub.If the page shows an upgrade card instead of a score, readiness scoring is not included in your current plan. See Billing.

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Documents and uploads

Uploads are rejected up front, with the reason in the error message. The usual causes:Nothing is saved until an upload completes, so retrying after a dropped connection is safe. Full detail on folders and limits is in Data room.
There is one canonical path, and it keeps your old version:
1

Open Key Docs

Go to Data Room in the sidebar and select Key Docs at the top of the folder list.
2

Use Replace on the Pitch Deck card

Hit Replace and choose the new PDF. The previous file is archived as a version, not deleted.
3

Check the version number

The card shows a version badge once you are past v1, and a clock button appears beside Replace carrying the number of older files. Open it to see Version history, where Restore makes an earlier file current again.
The same pattern works for Financial Model and Cap Table, which are the other two key documents. Replacing your deck queues a fresh score run automatically, because the run is triggered by the upload itself.If the file is already in your data room and you just want to promote it, open the Fundraising Pack folder, find the row, open its menu and choose Set as Pitch Deck. That option only appears while you are viewing that folder, so if the file sits elsewhere use Move to on its row first. The file must be a PDF.
Two rules can archive an existing document:
  • Uploading a file with the same name as a current document replaces it, so you never end up with duplicate rows.
  • Uploading as one of the three key document types (Pitch Deck, Financial Model, Cap Table) replaces the current file of that type.
Nothing is lost when a key document is replaced. The previous file becomes a version of the new one, listed under Version history in Key Docs, and Restore brings it back.A same-name replacement of an ordinary document works differently. The older file is hidden from your data room, and only the three key documents have a version history in the portal, so an ordinary file cannot be restored once it has been superseded. If you want to keep both copies, give the new file a different name before you upload it.
It depends on what you deleted.
  • Documents: deleting one asks you to confirm and tells you that you can re-upload the file if you need it. Deleting several at once warns instead that the action cannot be undone. Either way there is no Undo on the toast and no restore option afterwards. If you deleted a version of a key document rather than the document itself, check Version history first.
  • Shareholders, funding rounds, pipeline investors, reminders, share links and team members: the confirmation toast carries an Undo action for about seven seconds. Click it and the record comes back, along with its linked rows.
Deleting a folder is blocked while it still contains files, so empty it first.

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Cap table and funding rounds

Adding shareholders does not change the Raised figure. For a round whose status is Active, Raised is calculated from your Deal Pipeline: the portal adds up the ticket sizes of investors sitting in the Hot, Term Sheet and Closed Won stages. The Raised Amount field is read-only while a round is Active for exactly this reason.So if it reads 0 while you are raising, check both halves in Deal Pipeline:
  • Each committed investor has a ticket size recorded. For someone in Hot or Term Sheet, open them and use Add Ticket Size or Edit Ticket Size. For someone already in Closed Won, those buttons are not offered: use the Add ticket size prompt on their card in the board view instead.
  • Each of them sits in Hot, Term Sheet or Closed Won. Investors in Cold or Warm do not count.
If the raise is finished, edit the round, set its status to Closed, and type the final total into Raised Amount yourself. Rounds set to Planned also take a typed figure. More in Cap table and Deal pipeline.
Uploading a cap table document to your data room does not populate the structured Cap Table page. They are separate: the data room stores the file for investors to read, and the Cap Table page holds the structured shareholder, share class and funding round records.Fill the page in with Add Shareholder (and the share class and funding round dialogs beside it). There is no spreadsheet import.The Copy to Data Room button on the Cap Table page runs the other way: it exports your structured cap table as an Excel file into the Equity & Cap Table folder, so investors see the same numbers you maintain. Export downloads that file to your computer instead.
Shareholders and pipeline investors are separate records, and there is no name matching between them. Adding a shareholder never creates a pipeline entry, and adding a pipeline investor never creates a shareholder.The intended flow is one direction at a time: track prospects in Deal Pipeline with Add Investor while you are raising, then record the people who actually hold equity on the Cap Table page once the round closes.
Editing the cap table is restricted to company admins. A member sees the tables, the totals and Export, but no add or edit controls, and no sharing switch.Check the role badge under your name in the avatar menu: it reads Admin or Member. To change someone’s role, an admin opens Team from the avatar menu and updates them there. Billing is admin-only too: a member opening it sees a notice that only company admins can access billing settings. See Team.

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Sharing and your passport

On the Sharing page, the Share Links tab lets you deactivate a link with its switch, or delete it outright. Investors you granted access to directly are listed on the Access Control tab instead, where Revoke Access ends their access.Document visibility is separate again: each document in your data room has an investor visibility toggle, and your pitch deck is always visible to anyone with access. The cap table has its own master switch on the Cap Table page.

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Iris and support

Iris can hand a conversation to the Caplia team, and you will see a banner in the chat confirming that support has been notified, then the agent’s name once someone joins. Replies are not instant: a person has to pick it up.The important part is where the reply lands. A support conversation belongs to the chat it started in. Starting a New chat does not carry it over, so an answer can look like it never arrived.
1

Watch the Iris button

When support replies, a count appears on the Iris button in the top bar. Clicking it reopens the right conversation.
2

Or reopen the original chat

Open Recent Chats at the bottom of the left sidebar and pick the conversation you escalated from. Inside the Iris panel the same list sits behind the clock icon at the top left.
You can keep using Iris normally while you wait. You can also start an escalation deliberately with the Caplia Support button under the chat box. If you would rather not wait in chat, open your avatar menu and choose Help & Support.
Two limits apply to files attached inside a chat:
  • Documents attached to a chat must be under 10MB. Larger files get a reply from Iris asking you to put the file in your data room instead, which she can read from there. Images are exempt from the size cap.
  • A document has to finish processing before you can send it. If you see Document still embedding, wait for the attachment indicator to complete, or retry the file if it failed.
Attachments are read within the conversation you send them in. See Iris.

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Signing in and access

You enter your email and password and see “Invalid email or password”. Usually that is a typo, or you originally signed up with Google, LinkedIn or Microsoft rather than a password.Try the matching Continue with Google, Continue with LinkedIn or Continue with Microsoft button first. If you do use a password, click Forgot password? on the sign-in page: you will see “Password reset email sent”, and the email contains a link to set a new one.
You see “Please verify your email address to continue.” or “Account exists but is not verified. Please check your email.” Your account exists, but the verification link from sign-up has not been clicked.Check your inbox and spam folder, then click the link. The message on the sign-in page is plain text, but a notification appears alongside it carrying a Resend email action, for when the original has expired or gone missing. If that notification has already faded, try signing in again to bring it back.
The Two-Factor Authentication window says “Invalid code. Please try again.” Codes are six digits and expire quickly, so a code typed too slowly, or read from the wrong entry in your authenticator app, will not work.Wait for a fresh code, enter it promptly and press Verify. Also check your phone’s clock is set to update automatically: a drifted clock makes authenticator codes fail.
You see Two-factor authentication required and cannot reach the rest of the portal. Some programmes require two-factor authentication from every founder they are connected to, and the check runs on each page you open until it is satisfied.Set up an authenticator app on that page and verify once. You will be taken to where you were heading. The same requirement can block a programme code redemption, so clear it first if you are joining a programme. See Link your passport.
Your dashboard, data room, cap table, pipeline and account pages all require you to be signed in, so an expired session sends you to sign in first.Sign in as normal. The portal remembers where you were heading and takes you there afterwards, including when you sign in with Google, LinkedIn or Microsoft.

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Plans and programme codes

Access depends on your plan, so features outside it are locked rather than hidden. The card names the feature and the plan that includes it, with a View Pricing Plans button.To unlock it, open your avatar menu and choose Billing. If you have just upgraded and something still looks locked, refresh the page so the portal picks up the new plan. See Billing.
Programme codes are entered on the Connect to a Programme page, in the Programme code field. Codes are not case sensitive; they are stored in capitals.If the code is rejected, the message tells you why. A generic “please check the code you entered is correct” means the code was not recognised, so confirm the exact string with your programme operator. If the page asks you to set up two-factor authentication instead, do that first and then retry.A successful redemption is a request, not instant access: the programme operator reviews it, and the confirmation tells you whether to expect approval within about 48 hours or a manual review. Full walkthrough in Link your passport.

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Still stuck

Open your avatar menu and choose Help & Support. That page links the main guides in this product manual, with a further link to browse the rest, and it opens Iris, who can escalate to a person for you. When you report something, say what you were trying to do, what you expected, and what happened instead. A screenshot that includes the page URL saves a round trip.