capsa.ai Information

Capsa is the AI platform for private capital. It puts a firm's experience behind every decision, helping private capital firms become AI-native across the entire operation, from sourcing and due diligence to portfolio management, investor relations and the back office. Capsa connects to the systems a firm already uses, including SharePoint, Outlook and its CRM, and structures what's inside them. Each company becomes a single record across all of its names, and figures are pulled into tables that can be compared across the firm's deal history. The firm's own processes are captured as skills and updated as the team corrects them, so the AI works the way the firm does. Agents then act on that knowledge, running automations and writing results back into the firm's CRM and Outlook, with answers that link back to their sources. Capsa picks the strongest AI model for each private capital task and isn't locked into any single provider. It's built to the security standards private capital demands: Capsa is SOC 2 Type II certified, existing permissions carry through, and client data is never used to train models. Every client works with Capsa's AI consultants, domain experts with private capital backgrounds who act as strategic partners, with dedicated weekly hours to help the firm get the most from the platform. Founded in 2024 and headquartered in London with an office in New York, Capsa works with private capital firms managing more than $1 trillion in assets across the US and EMEA.