We're excited to share what we built in August. This month brought major feature launches designed to streamline collaboration, accelerate workflows, and ensure enterprise-grade security across the Capsa platform.

Workspaces: Collaborative Intelligence

Users can now collaborate on files, industry themes, and companies with team members through Workspaces. This unlocks new ways to use Capsa beyond single-company due diligence, enabling sourcing workflows, sector benchmarking, and collaborative analysis across your entire investment team.

Whether you're building sector intelligence with analysts or coordinating deal evaluation across partners, Workspaces keeps everyone aligned with shared context and insights.

CRM & Drive Integrations: Connect Your Data Sources

Connect all your internal data sources directly to Capsa with new integrations for Salesforce, HubSpot, SharePoint, Box, and more. Your proprietary deal data, CRM information, and internal documents now sit alongside external intelligence in one unified workspace.

No more switching between platforms. All your critical data sources, accessible in Capsa.

SOC 2 Type II Compliance: Enterprise-Grade Security

Capsa AI is now officially SOC 2 Type II compliant, demonstrating our commitment to enterprise-grade security for handling sensitive deal data. This certification validates our security controls and gives clients confidence that their most confidential information is protected to the highest industry standards.

Learn more about out SOC 2 certification here.

Multi-Search Workflows: Batch Processing at Scale

Workflows in Capsa now support multiple sub-agents for batch processing of companies and verticals simultaneously. This dramatically improves sourcing and benchmarking efficiency, allowing teams to analyse dozens of targets in parallel rather than sequentially.

The result: faster market mapping, quicker competitive analysis, and more comprehensive sector coverage.

More shipping soon - see you in September!