Cloud-hosted
CapitalPrism operates the service. You manage people, access and policy from organisation settings.
Every investment decision, traced from pipeline to settlement.
No figure reaches the committee without a source, a date and a second reviewer, and no deal settles on one person’s word.
Fictional example: one deal, traced
Pipeline
Gulf Health, screened ·
Source: introduced by a co-investor
Committee
Approved by the CIO, the assigned reviewer ·
The analyst who requested the purchase could not approve it
Acquisition
SAR 51.9m for 18.4% of Gulf Health
Mandate check: pass
Settlement
Settled once ·
Recorded by a third person. Evidence: bank confirmation
The board pack arrives. The spreadsheet gets updated. The committee decides on a number nobody has traced.
Values without dates
A holding is worth whatever the last spreadsheet said, with no record of when it was set or who checked it.
Figures without sources
Forecasts are retyped from board packs. A transcription error and a genuine deterioration look identical.
Approvals without control
A follow-on is agreed in a meeting. Nobody reserves the cash, and settlement is confirmed by email weeks later.
CapitalPrism replaces this with one traced chain.
One chain, in the order your office runs it.
Eight steps. Each leaves a record the next one builds on, and the committee later reads that same record.
Pipeline
An opportunity with its source, lead and currency. Every stage change is a dated event.
Screening
The proposed terms checked against the mandate, by the same check the approval runs later.
Diligence
Checks, questions and red flags, each closed with what was found or why it does not apply.
Committee
A purchase approval with fixed terms, granted only by an assigned reviewer who did not request it.
Acquisition
A purchase, fund commitment or credit facility. A purchase in another currency converts at a reviewed rate.
Holdings and valuation
Each holding with a dated value, recorded by one person and reviewed by another.
Report
A PDF pack per family or branch. A missing value reads as unavailable, never as zero.
Settlement
Recorded once, by a third person, with its evidence and effective date.
Questions a careful office asks
Plain answers, including what CapitalPrism does not do yet.
- We already run this in spreadsheets.
- A spreadsheet holds a number. CapitalPrism holds the number with its source, its date and the person who reviewed it, and freezes snapshots you can reproduce later.
- Is our data safe, and under our control?
- Run it cloud-hosted, or customer-hosted in an environment you control. Each family and branch sees only its own numbers. Members sign in with multi-factor authentication, and every change sits in an audit trail with the actor, the reason and the time.
- You are new and small.
- True: CapitalPrism is a young product. That is why it can run in your own environment, and why an owner can export the organisation's records as one package (see the last question).
- Migration is painful, and you have no bank or ERP links.
- Start with what you have: enter holdings by hand, import a CSV, or upload PDF, Excel and Word files, and let portfolio companies send documents through a reporting link. Every value is dated and reviewed by a second person. Direct bank, ERP and market-data connections are coming next.
- Can one person push a deal through?
- No. The author of a proposal never approves it; an assigned reviewer does. The settlement is then recorded by a third person, and only once.
- Will AI invent numbers?
- No. Models only draft or suggest, and nothing they propose counts until a person accepts it. External AI stays off until your organisation turns a provider on.
- Can we trust your IRR?
- The definitions follow standard private-markets practice, aligned with ILPA where it applies to an investor. A missing value shows as unavailable, never as zero. Not built yet: time-weighted returns and public-market comparisons.
- Can we hand it to the family?
- Yes: PDF report packs per family or branch. The interface is in English, Arabic, French and Spanish.
- Our holdings are in several currencies.
- Amounts can be held in SAR, AED, QAR, KWD, BHD, OMR, USD, EUR, GBP, CHF and JPY, and converted at rates your office records and a second person reviews.
- Can we leave with our data?
- Yes. An owner can create an offboarding export: the organisation's records in one package, with the family tree, the portfolio snapshots and the latest 5,000 audit-trail events.
Run it where your data can live.
Two delivery options, the same product. Tell us how you want to run it and we will quote for your setup.
Today
- Manual entry, CSV import, and PDF, Excel and Word uploads are supported; companies can submit documents through a reporting link. Every extracted figure goes through independent review.
- The analyst answers only from accepted records, with citations; external AI and search are off and stay off until an organisation enables a provider.
Coming next
- Direct bank feeds and ERP connections.
- Live market prices for listed holdings.
- Documents from SharePoint and Google Drive.
Pricing
Priced for the organisation, not the token.
Annual plans per organisation. Every allowance is the same unit an owner can see in Billing & usage, so an invoice can be checked against real numbers.
CapitalPrism operates the service on EU-hosted infrastructure. Billed annually per organisation.
Desk
$1,900/mo
billed annually
One family office or a small investment team.
500 AI actions / mo
- 1 organisation · 5 members
- 50 holdings on record
- 200 documents parsed a month
- 25 GB document storage
- Independent review, snapshots, scenarios, approvals
- Business-hours support
Office
$4,500/mo
billed annually
A multi-entity family office, or a fund that collects reports from its companies.
2,000 AI actions / mo · pooled
- Up to 3 organisations · 15 members
- 200 holdings on record
- 750 documents parsed a month
- 100 GB document storage
- Company reporting portal and gateway
- SSO · priority support
Institution
from $12,000/mo
quoted per agreement
GPs with several funds, multi-family offices, allocators.
8,000 AI actions / mo · pooled
- Unlimited organisations and holdings
- 40 members included
- Single-tenant option
- Custom retention and data residency
- Contractual SLA · named support contact
- Quarterly review with your team
AI usage
AI is included. Frontier models and extra actions are add-ons.
An AI action is one analyst question, one model-assisted extraction, one memo draft or one daily brief. External providers stay off until an owner enables one, and every enablement is recorded in the policy registry.
Corporate access
+$900/mo
Host AGMs and investor meetings on the record: consented recording, transcripts, the concierge and resolutions. Overage $50 per 1,000 participant-minutes and $6 per hour transcribed.
1,500 participant-min · 10 h transcription
Frontier analyst
+$600/mo
Analyst answers, memo drafts and extraction assist run on frontier-class models instead of the included tier.
Same allowance, higher-tier model
Additional AI actions
$200per 1,000
For heavy document months. Never applied automatically: an owner buys a pack.
+1,000 actions
Your own provider key
$0/mo
Route AI through your organisation's own provider account. Provider costs are yours and the allowance no longer applies.
No markup
Cloud overages: additional member $150 a month · document parsed $3 · storage $0.50 per GB-month · AI action $0.25. Never billed: facts accepted, valuations, snapshots, proposals, exports and support reads. Prices in USD, exclusive of VAT.
Institutions
Several funds, several entities, one audit trail.
Single-tenant cloud or managed private cloud, pooled AI actions across organisations, custom retention and residency, contractual SLAs and a named support contact. Sales-led, on an annual agreement.
Contact salesSee it on a structure like yours.
A walkthrough takes forty minutes. We walk through a sample portfolio, follow the chain above end to end, and answer your questions on hosting and scope.
ENTERPRISE INTEREST
Tell us how your team wants to work.
Tell us what your team needs and where you want to run the platform. We’ll review your enquiry to discuss the right deployment, scope and support. There is no payment or subscription commitment.
Please do not include investment details, portfolio-company information, credentials or other confidential material.