What Capvision does

Capvision is a privately held global expert network platform founded in 2006 by former management consultants and investment bankers. The company connects institutional clients with a curated network of more than 600,000 industry experts spanning consumer and retail, healthcare, TMT, finance, automotive, energy, and other sectors, serving over 2,000 clients worldwide from offices in Shanghai (global headquarters), Austin, Kuala Lumpur (APAC headquarters), Beijing, Hong Kong, and Shenzhen, with 600+ employees.

The company operates a proprietary CRM platform that supports four integrated service modules: one-on-one expert consultations (phone or in-person, with live language translation), industry research (internal analysts collaborating with external experts on market research, due diligence, and corporate consulting), quantitative and qualitative surveys, and expert-led conferences on economic and policy trends. The technology stack is centered on expert matching, scheduling, compliance, and payment processing rather than disclosed AI/automation tooling, with the platform positioned as faster than competing networks based on data accumulated across thousands of engagements.

Capvision generates revenue via transaction fees on consultations and professional services fees on research, surveys, and conferences. Pricing is quote-based and not publicly disclosed, delivered through multi-year enterprise contracts. Go-to-market is sales-led, account-based targeting of three primary verticals: financial institutions (private equity, hedge funds, asset managers, investment banks), management consulting firms, and corporations. The company has no public listing, no disclosed investors, and no disclosed revenue figure.

Name

Capvision

Legal name

Capvision

Website

https://capvision.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Capvision is a global expert network platform founded in 2006 that connects 2,000+ enterprise clients with 600,000+ industry experts across financial services, consulting, and corporate verticals via consultations, surveys, research, and conferences.

Ownership category

akta.pro rank

Product category

Expert Network Services

NAICS

Management Consulting Services (54161), Other Scientific and Technical Consulting Services (54169), Professional, Scientific, and Technical Services (541)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Due Diligence Advisory (Commercial/Financial/Operational) (BPAHADAE)

akta.pro secondary industries

M&A Advisory (Buy-side/Sell-side) (BPAHADAC), Competitive Intelligence & Benchmarking (BPAHALAB), Strategy & IT Advisory (BPAEAAAA)

Keywords

• Expert network services
• Primary research consulting
• Due diligence support
• Market intelligence services
• Industry consultation

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Expert Consultations: One-on-one phone or in-person consultations between clients and industry experts. Capvision matches clients with relevant experts from their global network and handles all logistics including scheduling and language translation services.
2. Survey Services: Quantitative and qualitative survey solutions providing insights on companies, industry trends, and consumer behavior. Includes survey drafting, programming, fielding responses, and results delivery.
3. Industry Research: Research services assembling teams of internal analysts collaborating with external experts to conduct industry research, market research, corporate consulting, and due diligence.
4. Conference Services: Led by industry experts, conferences outline economic development trends and explore topics such as new policy interpretation, investment opportunities, and industry hotspots.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Capvision operates a global expert network platform connecting enterprise clients with 600,000+ industry experts for one-on-one consultations, industry research, surveys, and conference services. The company manages expert matching, scheduling, compliance, and payment processing, delivering tailored knowledge services to financial institutions, consulting firms, and corporations for due diligence, investment research, market studies, and strategic decision-making.

Product overview

Capvision offers a unified expert network platform that connects clients with over 600,000 industry experts worldwide. The core offering consists of four integrated service modules: Expert Consultations (one-on-one phone or in-person sessions with industry veterans), Industry Research (collaborative research with external experts), Conference Development (expert-led conferences on economic trends), and Surveys (quantitative/qualitative insights from decision-makers). These services are delivered through Capvision's proprietary CRM platform, enabling faster insight delivery than competitive networks for financial institutions, consulting firms, and corporations.

Differentiator

Problem solved

Functional benefit

Products and services

• Expert Consultations One-on-one consultations with industry experts conducted over phone or in-person, with live language translation services available upon request. Capvision matches clients with hand-selected experts from the 600,000+ global expert network. Designed for enterprise clients including financial institutions, consulting firms, and corporations needing specialized industry insights.
• Industry Research Research services assembling teams of internal analysts who collaborate with external experts to conduct industry research, market research, corporate consulting, and due diligence. Targeted at financial institutions, consulting firms, and corporations needing structured research outputs.
• Surveys Quantitative and qualitative survey services that collect knowledge and experience from decision-makers and key opinion leaders, including custom sourcing for underrepresented industries with data quality review and duplicate filtering. Includes survey drafting, programming, fielding responses, and results delivery.
• Conference Development Conferences led by industry experts that outline economic development trends and explore topics such as new policy interpretation, investment opportunities, and industry hotspots. Designed for enterprise clients seeking expert-led events and thought leadership forums.
• Expert Network Platform A proprietary platform connecting clients with over 600,000 global experts including corporate executives, business leaders, academic elites, and strategic analysts across industries such as consumer and retail, healthcare, TMT, consulting, automobiles, finance, and more. The platform supports expert recruitment, advisor onboarding, and consultation management.

Quantifiable outcome

• 90 decision makers recruited in 4 days for life sciences research project
• +3 more outcomes

Named customers5 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Tegus: Tegus operates an expert-based research platform featuring expert call transcripts and qualitative interviews for institutional investors. It represents a newer, content-archive-driven model that competes with Capvision's consultations and research for some PE and hedge fund clients.
• NewtonX: NewtonX is an AI-powered expert network and market research platform that uses machine learning to source and vet experts. It is an emerging competitor to Capvision with overlapping enterprise clients but a more technology-forward, automated sourcing model.
• Prosapient: Prosapient is a tech-enabled expert network providing custom-sourced expert interviews and B2B research for consulting, PE, and corporate clients. It overlaps with Capvision in primary research and expert-sourcing but at a smaller, more digitally native scale.

Direct peers

• Guidepoint: Guidepoint is a leading expert network offering phone consultations, surveys, and custom research to clients in finance, consulting, and industry. It is a direct peer with comparable service breadth, technology platform, and enterprise client focus.
• Coleman Research (Erebus): Coleman Research, now operating as Erebus, is a longstanding expert network serving investment professionals and consultants. It competes directly with Capvision in primary research, expert consultations, and event-based learning for institutional clients.
• GLG (Gerson Lehrman Group): GLG is the largest global expert network connecting institutional clients with vetted industry experts for consultations, surveys, and research. It is Capvision's most direct and scaled competitor, with overlapping product offerings and enterprise client base spanning PE, hedge funds, and consulting firms.
• AlphaSights: AlphaSights is a premium expert network serving investment funds, consultancies, and corporations with rapid expert matchmaking and real-time consultations. It directly competes with Capvision for the same consulting and PE client base, with similar consultative sales motion and consultative delivery.

Others

• ACA Compliance Group: ACA provides compliance and regulatory advisory to the expert-network and alternative-investment industry, including serving firms like Capvision on MNPI controls. It is an adjacent ecosystem player rather than a direct competitor, but materially relevant to Capvision's compliance posture.
• Heidrick & Struggles: Heidrick & Struggles is a global executive search and leadership advisory firm that engages with senior experts on leadership, strategy, and industry topics. It is an adjacent professional services peer that intersects with Capvision's executive advisor ecosystem rather than directly competing on expert consultations.

Broad incumbents

• Consulting firms (McKinsey, BCG, Bain): Major management consulting firms are also Capvision's largest customers, accessing its expert network for case work. At the same time, their internal research practices and primary research arms are broad incumbents that overlap with Capvision's industry research and due diligence services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Capvision