Getting started
Accounts, teams, organisations and offices.
Deal flow
Pipelines, stages, lists, and saved views.
Adding companies
Every intake channel: manual, deck, email, WhatsApp, API, and forms.
Properties & bulk actions
Custom properties, cohorts, and multi-select actions.
Thesis Builder
Encode your mandate; every deal scores against it automatically.
Readiness Intelligence
The Caplia Readiness Index and the Investor Readiness Snapshot.
Dashboards
Team dashboards, widgets, and pattern intelligence.
Company directories
Public, brandable directories of your cohort, with optional password.
Chat & channels
Message founders and teammates; spin up cohort-wide channels.