Dealflow
From opportunity intake to screening and investment decisions.
Connect what you use.
Add what you’re missing.
Automate the work between it.
The AI operating layer for private-market investment firms. Across your existing tools, with native Capsyn modules wherever you need them.
More context
Less manual work
Better decisions
01 — Connect what you use
Keep the tools that already work.
Bring information from your existing systems into Capsyn through supported connections and file imports.
Connections, files & custom options
- Ownership information
- Selected-content intake
- File imports
- Custom integration scoping
- Custom integration scoping
- Custom integration scoping
- Custom integration scoping
- Custom integration scoping
- Custom integration scoping
- Custom integration scoping
Plus custom integrations with your existing investment, document and fund systems, subject to API access.
02 — Add what you’re missing
Fill the gaps without replacing everything else.
Capsyn's native modules are optional. Use them only where your existing stack has a gap.
Portfolio
Company KPIs, performance monitoring and recurring reviews.
Ownership
Cap tables, ownership snapshots and transaction history.
Funds & LPs
Investor records, reporting, portal access and fund workflows.
03 — Automate the work between it
Automate the work between it.
The Companion searches and combines information from connected software, email, spreadsheets, PDFs, board packs and native Capsyn records—then helps your team move the work forward.
01 · Gather context
Connected softwareEmailSpreadsheets & PDFsBoard packsCapsyn records
02 · Identify what matters
Portfolio review brief
3 companies need attention
2 updates missing
4 follow-ups drafted
03 · Move work forward
Internal records updatedOn request, where permitted
Follow-up tasks createdReady for your team
External actions preparedReview and approve before sending
Routine internal updates run on request. Sensitive changes and external sends require approval.
Permissions
Permitted access
Evidence
Traceable sources
Approval
Review where required
Action history
Recorded outcomes
Getting started
Start with how your firm works today.
- 01
Map your stack.
Start with your tools and recurring work.
- 02
Connect what works.
Agree connections and access.
- 03
Add what is missing.
Choose the Capsyn modules you need.
- 04
Configure workflows.
Set the steps, schedules and approvals.
Frequently asked questions
A few questions, answered.
Practical details before we get started.
Can you connect a system not shown here?
We can scope a custom integration where API access permits it. We agree the information, actions and setup required before building the connection.
Can we bring spreadsheets and historical data?
Yes. We agree which records to import and how they should fit your Capsyn workspace during setup.
What should we bring to a demo?
A view of your current tools and one recurring workflow you would like to improve. We’ll show how Capsyn could fit.
Book a demo
Show us how your firm works today.
Bring your tools and one recurring workflow. We’ll show how Capsyn fits.