Stop starting from scratch

Purpose built for Private Capital

From sourcing to IC, Capsa compounds your firm's intelligence and gets smarter with every deal.

From sourcing to IC, Capsa compounds your firm's intelligence and gets smarter with every deal.

Workflows built for private capital teams

Domain-specific workflows designed for investment and portfolio analyses.

IC Materials Creation

Generate IC materials in minutes by pulling from your CRM, SharePoint, and market data automatically.

Enterprise Search

Search every document, email, and data source and instantly surface the market reports, prior deal work, and intelligence you need.

Sourcing & Add-On Search

Source and screen proprietary and add-on targets across your deal universe in seconds.

Trading Comps & Precedents

Build trading comps and precedent transaction analyses with live FactSet and PitchBook data.

Legal Document Review & Automation

Review and extract key terms from NDAs, SPAs, and covenant agreements in seconds, not hours.

Portfolio Tracking & Scheduled Workflows

Automate recurring workflows for quarterly portfolio reporting, market or company research, or any task your team needs running on a schedule.

Institutional memory that builds itself

Institutional memory that builds itself

Every deal, every memo, every decision - Capsa compounds your team's knowledge so insights get sharper over time.

Every deal, every memo, every decision - Capsa compounds your team's knowledge so insights get sharper over time.

0%

more deals evaluated

0%

shorter diligence cycles

0hrs

saved per week

One platform connecting your entire deal stack

One platform connecting your entire deal stack

Capsa connects to 15+ data sources your team already uses, creating a single source of truth for every deal.

Capsa connects to 15+ data sources your team already uses, creating a single source of truth for every deal.

Custom, Domain-Specific, Intelligent Workflows

Automate investment tasks with workflows tailored to private capital — not generic AI. From one-pagers to IC memos, every workflow is designed for how PE teams actually work.

Domain-Specific Integrations

Seamlessly connect to FactSet, PitchBook, DealCloud, SharePoint, Outlook and more — pulling live data directly into your workflows.

Full Source Transparency

Every insight is linked back to the original file for auditability, compliance, and trust.

What leading investors say about Capsa

What leading investors say about Capsa

See Capsa in Action

See Capsa in Action

Discover how leading private capital firms are using Capsa to accelerate their investment processes and win more deals.

Discover how leading private capital firms are using Capsa to accelerate their investment processes and win more deals.

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