Native Capsyn modules
Private-market software, where you need it.
Use the Capsyn modules that fit your firm. Work directly in the dashboards, tables and reports, with the Companion alongside you.
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
Helio Systems
Recurring software revenue with growing enterprise adoption. Review customer concentration ahead of IC.
Screen this opportunity against our investment criteria.
02Portfolio Monitoring
Keep performance and ownership in view.
Structured monitoring, company KPIs and recurring portfolio review, with ownership views when you need them.
- Financial metrics, operational KPIs and performance history
- Quarterly company updates
- Cap tables, ownership transactions and quarterly maintenance
Ownership, with a clear history.
Review cap tables, ownership snapshots and transactions alongside company performance. Use native ownership records or supported Corporify information, with source authority agreed during setup.
| 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% |
Summarise the changes in this quarter’s company report.
03LP Reporting & Fund Operations
Report to LPs. Run fund operations.
Investor records, LP reporting, portal access and fund workflows, including KYC/AML processes and capital-call and distribution preparation.
- LP information, fund records and investor reporting
- Capital-call and distribution preparation
- KYC, AML and investor workflows
| Investor | Committed | LP update |
|---|---|---|
| John Davies5.0% ownership | €2.0m | Published |
| Oak Family Office10.0% ownership | €4.0m | Published |
| Alex Morgan2.5% ownership | €1.0m | In review |
Personal holdings, performance and capital activity.
Build around your firm
Choose the modules you need.
Keep your existing tools. Add Capsyn where it helps.