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Open any company in your pipeline to see its Passport: who the company is, its materials, and two scores at the top. The CRI tile shows the Caplia Readiness Index, covered on this page. The Thesis Fit tile beside it shows how well the company matches your thesis (see reading thesis fit).

Navigating the Passport: CRI and Thesis Fit (1:51 video)

Watch: Navigating the Passport: CRI and Thesis Fit (1:51 video) shows how to open a company’s Passport from your pipeline, read the CRI and its Capital Readiness breakdown, request missing materials, read Thesis Fit across your theses, and find the founder’s elevator pitch, key metrics and data room.

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Caplia Readiness Index (CRI)

Every company with an analysed deck gets a CRI, a framework-based readiness assessment of its pitch materials across five areas: The Team, Market & Customers, Product & Competition, Financial Readiness and Foundational Readiness. The CRI is shown as a percentage, on deal lists and on the company’s Passport. It is the share of readiness signals identified in the pitch materials, as the line under the tile says: “Of signals identified in pitch materials”. For example, 96% means the materials show 27 of 28 signals.
The CRI tells you whether the founder has the materials investors typically require for initial screening and diligence. It does not assess company quality or investment potential.

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The Capital Readiness snapshot

Click the CRI tile on a company’s Passport to open Capital Readiness, the diligence view:
  • Readiness Completeness: a ring showing how many readiness signals the materials evidence.
  • Strengths, Watch Areas and Top Questions: AI-phrased, evidence-checked callouts. Strengths that undermine themselves get demoted automatically.
  • Readiness by Area: the signals split into the five areas. Open an area to see the reasoning behind each signal and the Questions to ask the founder about anything missing or weak.
  • Platform Actions: materials you can request from the founder directly on Caplia (such as a financial model or cap table), kept separate from the readiness assessment itself.
If something is missing, ask for it from the snapshot. Request on Caplia, beside a signal, and Request Materials, at the foot of the snapshot, both open a conversation with the founder on Caplia. A request made from a signal names that signal, so the founder sees exactly what you are asking for.