Capsa AI
Capsa AI sells an AI operating system to private equity firms and other private capital investors. It sources and screens targets and automates diligence tasks such as reviewing NDAs, purchase agreements and covenants and building trading comparables. It also produces quarterly portfolio reports and lets teams build custom workflows for investment committee materials and search.
It connects to FactSet, PitchBook, DealCloud, SharePoint and Outlook among more than 15 data sources, links every output to its source, and builds up a firm's institutional knowledge across deals. Capsa says it has a SOC 2 Type II report, keeps each client's data in a segregated environment with regional residency in the EU, US and Switzerland, and never trains models on client data.
Named users include Hannover Finanz, Quadriga Capital and Capital D. Capsa raised an $18 million Series A and has offices in London and New York.
Capability Axes
Capability grades
15 of 15 axes rated · 10 graded A or B
Custom trained models source targets, review legal documents, build comparables and search a firm's past deals, which is the bulk of manual diligence work.
Outputs are analyses and drafts for the deal team. A required review before figures or contract terms reach an investment committee isn't described.
Source links on every output and audit trails of activity let a reviewer trace the work, but extraction accuracy isn't published for document review or financial analysis.
Staff at Hannover Finanz, Quadriga Capital and Capital D are quoted, but no figure comes with them, and the metric slots on the product page sit empty.
Each client's data sits in its own segregated environment, with permissions down to the deal level, and none of it trains models.
The November 10, 2023 privacy policy covers the platform as well as the website, and it allows storage in the US and elsewhere. Account deletion is offered, but without a promise that every stored copy goes.
A SOC 2 Type II report and third party penetration testing are claimed, with single sign on through SAML, and the trust center runs on Vanta.
Readiness for the GDPR and DORA, the EU's operational resilience law, is claimed, but Capsa names no rule or registration for the product itself.
Institutional memory built from past deals, memos and decisions sharpens future insights, and it can also repeat old blind spots. Capsa describes no check against that.
A misread contract term can shape a valuation or kill a deal, and Capsa publishes nothing on what it owes when that happens.
The models are described as custom trained for private capital, but the base models, host and subprocessors behind them are all unnamed.
FactSet, PitchBook and DealCloud are among more than 15 named data sources, though no partner listing or API documentation backs the list.
Data residency can be set to the EU, US or Switzerland, among other regions.
Pricing is held back entirely, with no plan, rate or billing unit on the site.
Private equity and other private capital firms are the market, served across sourcing, diligence and portfolio monitoring from London and New York.
Compared With
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Pricing
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No pricing data has been verified for this vendor. Pricing information will be published here once confirmed through vendor disclosure or third-party estimation.