Score 72
ScreeningBuilt for Private Equity & Venture Capital
Your entire investment lifecycle.
One platform.
Manage deal flow, investment analysis, portfolio monitoring and LP reporting in one structured system of record—built for AI from day one.
Book a demoFrom first opportunity to exit.
YOUR INVESTMENT WORKSPACE
Q2 2026Deal flow
Opportunity mapPipelineMeeting inbox
All opportunitiesAll sectors
Screening2
Score 68
ScreeningAnalysis2
Score 86
AnalysisScore 79
AnalysisIC review1
Score 91
IC reviewHelio SystemsInvestment brief
Enterprise software · Series A
Financial model Meeting notes
Find your next investment.
01Deal Flow & Investment Analysis
Screen incoming deals. Prepare investment decisions.
Bring company information, documents and meeting notes into one pipeline. Use AI-assisted screening and analysis to prepare for investment committee.
- Deal intake and pipeline
- Company documents and meeting notes
- AI screening, investment analysis and IC preparation
AnalysisHelio SystemsEnterprise software
ScreeningMorrow HealthHealthcare
New dealArden MobilityClimate
Investment briefAI-assisted
Helio Systems
Recurring software revenue with growing enterprise adoption. Review customer concentration ahead of IC.
Company presentation.pdfFinancial model.xlsxMeeting notes
Ask Capsyn
Screen this opportunity against our investment criteria.
02Portfolio Monitoring
Track performance. Maintain cap tables.
Keep company metrics, quarterly updates and ownership information together—from investment through exit.
- Financial metrics, operational KPIs and performance history
- Quarterly company updates
- Cap tables, ownership transactions and quarterly maintenance
Annual recurring revenue€4.2m +18% YoY
Net revenue retention112%
Revenue historyQ2 ’26
Cap tableQuarterly snapshot
| Shareholder | Class | Ownership |
|---|---|---|
| Founders | Ordinary | 55.0% |
| Example Fund II | Series A | 25.0% |
| Co-investors | Series A | 15.0% |
| Option pool | Options | 5.0% |
Ownership transactions & quarterly maintenance
Ask Capsyn
Summarise the changes in this quarter’s company report.
03LP Reporting & Fund Operations
Report to LPs. Run fund operations.
Manage LP and fund information, reporting, capital calls and distributions, with KYC and AML workflows in the same platform.
- LP information, fund records and investor reporting
- Capital calls and distributions
- KYC, AML and investor workflows
LP REPORTING
Q2 2026Investor management
Investor accounts24 limited partners
| Investor | Committed | LP update |
|---|---|---|
| John Davies | €2.0m | Published |
| Oak Family Office | €4.0m | Published |
| Alex Morgan | €1.0m | In review |
John Davies · New request
“Could you send me my portfolio IRR to date?”
Example workflow · Simulated actions
Example request: Our LP John needs his portfolio IRR to date. Can you prepare the report and email it to him?
Example result: Done. John’s portfolio IRR report is ready, and I’ve emailed him the updated report. This illustration does not calculate returns or send an email.
KYC & AMLInvestor workflows
Identity verification Verified
AML screening Reviewed
Supporting documents Collected
A simpler start
Bring your spreadsheets. We handle the setup.
Send us the spreadsheets, documents and historical data you already use. We migrate and configure Capsyn for you.
- 01Share your existing files
- 02We migrate and configure
- 03Review your workspace together
Built around the way you work
A clear record. At every stage.
Connected records
Keep investment history connected to portfolio and fund information.
Source documents
Keep the documents behind your analysis and reporting close at hand.
Fund-scoped access
Work within your organisation’s fund and workspace permissions.
Frequently asked questions
A few questions, answered.
About the platform, your data and getting started.
Who is Capsyn built for?
Capsyn is built for Private Equity and Venture Capital fund managers. It connects deal flow and investment analysis, portfolio monitoring, and LP reporting in one workspace, keeping your investment history together from first opportunity to exit.
Why use Capsyn if we already use Claude?
Claude is the intelligence layer. Capsyn is your firm’s knowledge base. It brings together your deals, portfolio companies, historical KPIs, cap tables, funds and LP records, giving your team a connected investment history to draw on for analysis and reporting.
Our planned MCP (Model Context Protocol) connection is designed to let Claude query relevant records from Capsyn during a conversation. Think: “Which portfolio companies missed their revenue plan for two consecutive quarters?” Ask us about availability and supported data in your demo.
How does AI help inside Capsyn?
The built-in AI companion helps your team screen opportunities, prepare investment analysis, summarise portfolio updates and find fund information. It supports your work with the records and documents in Capsyn; your team reviews the output and makes the decisions.
Can we bring our existing spreadsheets and documents?
Yes. Share the spreadsheets, documents and historical data you already use. We migrate your data and configure Capsyn for you, then review the workspace together. We agree the scope of the migration with your team before getting started.
Who can access our investment data?
Access in Capsyn follows your organisation’s workspace and fund permissions. In your demo, we can walk through the roles and access your team needs, including how you work with portfolio companies and LPs.
What will we see in a demo?
We tailor the walkthrough to your firm’s deal process, portfolio and reporting needs. Tell us how you work today and what you want to improve, and we’ll show the relevant workflows and discuss migration and setup.
Book a demo
See Capsyn with your investment workflow.
Tell us about your firm. We’ll tailor the demo to your deal process, portfolio and reporting needs.
Your workflow. Your funds. One platform.