We're excited to share what we built in September. This month brought major integrations, collaborative features, and expanded workflow capabilities to help our users work faster and smarter across the entire deal lifecycle.

Enterprise Integrations Live

SharePoint, Box, HubSpot, Salesforce, and many other CRM and cloud storage integrations are now fully operational in Capsa, with more on the way. Connect all your internal data sources directly to the platform and eliminate the friction of switching between tools.

Your proprietary deal data, CRM information, and internal documents now sit alongside external intelligence in one unified workspace.

Team Collaboration on Artifacts

Share and iterate on output documents directly within Capsa with your team, with no need to export to external files. Build final deliverables collaboratively on our platform, whether it's IC memos, investment theses, or market analyses.

Real-time collaboration means faster iteration, better alignment, and finished work products without the back-and-forth of file versions and email attachments.

Claude Sonnet 4.5 Integration

Capsa now offers Anthropic's latest Sonnet 4.5 model, which currently leads finance benchmarks, as part of Capsa's assistant, delivering faster, more accurate responses across all workflows.

Enhanced performance means better analysis, fewer errors, and more reliable outputs when it matters most.

Learn more about our Sonnet 4.5 integration here.

Expanded Workflow Library

Our default workflows now cover the full PE lifecycle: sourcing, company checks, due diligence, execution, and portfolio management. We've also added contract reviews and CV scanning for hiring workflows.

From first contact to portfolio exit, Capsa supports every stage of your investment process with purpose-built AI workflows.

More shipping soon - see you in October!