We're excited to share what we built in December. This month brought automations, integrations, presentation generation, and live sync that transform how our users monitor markets, research people, create deliverables, and access institutional knowledge.

Automated Workflows

Set up recurring workflows to track portfolio companies, monitor markets, and assess competitors at your chosen frequency - weekly, monthly, or custom intervals. Receive automated analysis and email updates on findings without manual effort.

From reactive research to always-on intelligence, delivered exactly when you need it. Monitor what matters whilst focusing on higher-value work.

Learn more about our automations here.

LinkedIn Integration

Access LinkedIn company and people data directly in Capsa, including employee counts, headquarters locations, and individual profiles. Enable executive search, talent mapping, and people-led analysis without switching platforms.

Whether you're assessing management teams, mapping organisations, or identifying key hires, LinkedIn intelligence is now native to your Capsa workflows.

SharePoint Live Sync

Enterprise search is now enabled in Capsa across past deals, projects, and opportunities, surfacing your firm's institutional knowledge in every workflow. SharePoint files and folders sync live, ensuring you always work with the most current information.

Your firm's collective intelligence - decades of deals, analyses, and insights - is now searchable and accessible in real-time across every Capsa workflow.

PowerPoint Output Generation

Automate complete presentation deliverables in Capsa. The platform conducts analysis, creates content, and formats slides to match your firm's templates, from first draft to final presentation.

More shipping soon - see you in 2026!