AI that works from permitted evidence.
Planned analysts and specialist agents explain changes, surface contradictions and model sensitivities with citations, uncertainty and human approval.
ROOTED IN PRIVATE EQUITY. BUILT FOR PRIVATE CAPITAL.
See your investments.
See your next move.
The full life of private capital, connected—from what you own to what you invest in next, and what happens after.
Designed for family offices and private investment teams, Capital Prism connects portfolio setup, company reporting and research with valuation, investment decisions, approvals, settlement and ongoing reporting. One shared view of the evidence, with specialist help wherever your team needs it.
Development preview · Use fictional data only
FULL PRODUCT VISION · ONE CONNECTED INVESTMENT JOURNEY
From the first portfolio record
to the next investment—and beyond.
The product roadmap follows the work your team does every day.
- 01 / UNDERSTAND
Know what you own.
Map ownership across companies, funds and family structures. Bring private equity, private credit, property, public holdings, cash and commitments into one portfolio view.
- 02 / CONNECT
Bring reporting into one evidence trail.
Bring in board packs, spreadsheets and documents. Connect ERP, accounting, bank and market feeds, with a company reporting portal that controls what each investor can receive.
- 03 / VERIFY
Turn incoming data into trusted facts.
Review extracted figures, resolve conflicts and restatements, and approve changes before they alter the portfolio record.
- 04 / MONITOR
Know what changed and why it matters.
Follow company performance, thesis, risk, governance and external context through evidence-linked alerts and research.
- 05 / DECIDE
Model the decision before committing capital.
Compare acquisitions, follow-ons, exits, debt and capital calls. Test valuations, cash, ownership and mandate limits, then carry the assumptions and evidence into an investment proposal.
- 06 / EXECUTE
Move from committee to settlement with control.
Coordinate review, legal work, funding and approvals, then record confirmed settlement without mistaking an approval for a cash movement.
- 07 / OPERATE
Measure outcomes and close the reporting loop.
Track returns, capital calls, distributions, covenants and performance over time. Produce dated reports and exports while keeping your history, access and data portability under control.
Bring in help without losing control.
Request onboarding, evidence, analysis, committee, valuation, operations or integration support with agreed scope, access, delivery and acceptance.
Govern the platform around the investment work.
Planned administration covers identity, access, audit, policy, usage, recovery, regional controls and cloud-hosted or customer-hosted operation.
The development preview includes a fictional investment journey, private sign-in, organisation access, manual ordinary-equity onboarding, saved connection drafts and a bounded specialist-service workflow. Document processing, live integrations, complete portfolio accounting and investment approvals remain in development.
SOFTWARE WITH HUMAN SUPPORT
A platform for the work—and a clear path to specialist help.
Capital Prism is designed to combine structured investment software with scoped human services for onboarding, evidence review and decision support. Each engagement is intended to keep scope, assignment, access and customer acceptance visible.
Commercial packaging and prices are still in development. The private preview does not represent a production-ready service.
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.