Capcade

What Capcade does

Capcade is a B2B collaboration software platform purpose-built for cross-entity workflows in financial services, founded in 2020 by serial entrepreneurs and commercially launched in 2021. The company sells into private-markets participants — general partners, limited partners, fund administrators, M&A advisory firms, and service providers — addressing document sharing, LP onboarding, fundraising pipeline coordination, due diligence, and recurring investor reporting. The platform is built on a modular architecture combining a secure virtual data room (with redaction, watermarking, document locking, and audit trails), a task and project module (with Gantt, dependencies, and templates), a data layer (data forms, collectors, dynamic tables, and embedded BI dashboards via Tableau/Power BI), and an AI and automation layer (document-to-data extraction, automated KYC risk scoring, generative-AI analysis, OCR, and no-code workflow automations). Underlying technology is delivered as multi-tenant SaaS with 25+ data localization locations and integrations into DocuSign, Microsoft Office, Stripe, Calendly, Intercom, and major analytics tools.

The company pursues a sales-led enterprise go-to-market with a parallel partnership channel (referral, reseller, and strategic tiers), anchored by a flagship co-sell motion with Apex Group, a major global fund administrator. Revenue is generated through annual SaaS subscriptions with premium features (Automations, OCR, Data Collector Module, Dynamic Data Module, Custom Reports, Task Templates, Project Mode, Capcade Presentation) gated to higher tiers; pricing is not publicly disclosed and is quote-based. Compliance posture is a core commercial asset: SOC-2 Type II, SOC-3, ISO 27001, ISO 9001, FIPS, eIDAS, EU-US Data Privacy Framework (with UK and Swiss extensions), Cloud Security Alliance STAR Level 1, and Eurocloud certifications are held, with ISO 27017, 27018, and 20000-1 pending. Capcade reports $5B+ in cumulative transaction volume across 400+ transactions with 200+ entities on the platform, including 20+ entities managing over $1B in assets, and operates a distributed ~50-person team across 8 countries with documented offices in Amsterdam, London, and Cape Town.

Name

Capcade

Legal name

Capcade Inc.

Website

https://capcade.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

11–50 employees

Short description

Capcade is a B2B collaboration platform purpose-built for financial services, enabling cross-entity workflows, secure document sharing, AI-powered data extraction, and compliance-ready automation for fund managers, institutional investors, fund administrators, and M&A advisory firms.

Ownership category

akta.pro rank

Product category

Financial Services Collaboration Software

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Whiteboarding & Visual Collaboration (BPAMAMAI)

akta.pro secondary industry

Contract Lifecycle Management (CLM) & Document Generation/Templating (HDAEAGAL)

Keywords

• Virtual data rooms
• Investor onboarding
• Fund management software
• Collaboration workflows
• Secure document sharing

Headquarters

HQ city

Dover

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Platform subscription model with premium features. The platform offers premium features including Automations, Data Form Templates, Data Collector Module, Dynamic Data Module, Custom Reports, Task Templates, Project Mode in Gantt, and OCR.
2. Enterprise Licensing: Enterprise tier with advanced features for larger organizations requiring extensive permissions, reporting, and customization.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Capcade provides a B2B collaboration software platform designed for cross-entity workflows in financial services. The platform combines a secure virtual data room (VDR), task and project management, AI-powered document data extraction, and compliance-ready collaboration capabilities, primarily serving fund managers, fund administrators, and M&A advisory firms handling LP onboarding, fundraising, portfolio reporting, and transaction due diligence.

Product overview

Capcade is a B2B collaboration software platform with a modular architecture designed for financial services organizations. The platform consists of core products (Documents/VDR, Tasks, Data, AI & Automations, LP Onboarding, Fundraising Workspaces, Reporting Coordination, Fund Management, Deal Management, Advisory Services), solution verticals (Portfolio Management, Investor Portal, Buy Side M&A, Sell Side M&A, Post-Merger Integration, Proposals, Project Delivery, Project Oversight, Account Management), and infrastructure modules (Chat, Q&A, Calendar, Data Form, Data Collector, Dynamic Data Module, Canvas, Capcade Presentation, Capcade API). These products work together as a unified platform enabling cross-entity workflows, secure document sharing, task management, AI-powered automation, and compliance-ready collaboration for private markets transactions including fundraising, M&A, investor relations, and fund administration.

Differentiator

Problem solved

Functional benefit

Brands

• Capcade Cities Platform: A platform mentioned in the About Us section under the Company section, suggesting a specific initiative or sub-offering.

Products and services

• LP Onboarding Controlled onboarding orchestration system that transforms complex LP onboarding into structured, scalable workflows with secure collaboration, AI-assisted data extraction, and built-in governance.
• Fundraising Workspaces Collaboration workspace for fund raising with guided LP onboarding journeys, real-time pipeline tracking, and AI-driven fundraising analytics for general partners and fund managers.
• Reporting Coordination Workflow and task management for coordinating reporting processes across fund stakeholders with transparent milestones and deadline management.
• Fund Management Comprehensive fund operations and administration software for centralizing all fund operations, administration processes, and documents.
• Deal Management Secure deal management solution for buy side and sell side M&A with transparent process, pipeline management, and due diligence workflows.
• Advisory Services Software Software for financial advisory firms enabling repeatable diligence preparation, document gathering workflows, and client engagement.
• Documents (Virtual Data Room) Secure document management platform and virtual data room with intuitive permission management, document gathering workflows, and security features like redaction and watermarking.
• Tasks Task management software for coordinating work across entities with accountability features, deadline tracking, and workflow automation.
• Data Finance data integration with interactive dashboards, external data stream connections, and data visualization capabilities.
• AI & Automations AI automation features including document-to-data extraction, generative AI for analysis, and no-code workflow automation for repetitive tasks.
• Portfolio Management Investment reporting and portfolio company management software with financial dashboards, drag-and-drop report uploads, and performance tracking.
• Investor Portal LP portal giving investors immediate access to fund performance, capital activity, and documents through secure, permissioned access.
• Buy Side M&A Buy side M&A software for deal sourcing, pipeline management, and financial due diligence with secure information sharing and streamlined communication.
• Sell Side M&A

Quantifiable outcome

• 72% reduction in onboarding email threads
• +6 more outcomes

Named customers8 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability12 records

Feature7 records

Partnerships

Five partnerships are on record, tiered core and flagship.

• Apex GroupcoreStrategic or Co-development PartnerStrategic partnership to transform fund administration operations. Apex Group is a global fund administrator, and the partnership aims to optimize operational efficiency and deliver more value to clients in the private market ecosystem. Peter Hughes, CEO of Apex Group stated: 'Teaming up with Capcade is a game-changer.'
• UN-HabitatflagshipStrategic or Co-development PartnerPartnership for the SDG Cities Global initiative - a flagship program of the United Nations working with cities to accelerate achievement of Sustainable Development Goals through sustainable urban development. The program targets cities in the developing world to execute urban development more sustainably and attract foreign direct investment. Capcade provides the collaboration infrastructure for this global initiative.
• DocuSigncoreTechnology or IntegrationDocuSign integration allows users to send documents for signing directly from Capcade Data Room. Signatories receive secure signing links by email, and signed documents are saved back to the Data Room with all requests tracked under Signature Requests.
• Microsoft OfficecoreTechnology or IntegrationIntegration with Microsoft Office for real-time co-authoring and editing of Word, Excel, and PowerPoint documents directly within the VDR. Requires MS Office business account.
• StripecoreTechnology or IntegrationPayment processing integration for credit card transactions on the website. Stripe enables online transactions without storing credit card information on Capcade servers.

Scale indicators15 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Box: Box is a large incumbent secure content management and collaboration platform with enterprise compliance certifications. It overlaps with Capcade's VDR and secure document features as a broader horizontal alternative.
• iCapital: iCapital is a broad alt-investments platform offering private markets access, fund operations, and reporting for wealth managers and advisors. Its LP workflow suite partially overlaps with Capcade's investor portal and reporting.
• Carta: Carta operates the dominant cap table, fund administration, and LP reporting platform for private markets. Its LP/GP engagement workflows increasingly compete with Capcade's investor portal and fund operations suite.
• Diligent: Diligent offers governance, risk, compliance and secure collaboration software to regulated and financial-services organizations. Its secure document and workflow tooling competes for the same enterprise compliance-led buyers.

Direct peers

• Juniper Square: Juniper Square is the leading investor-operations and LP portal platform for private equity, venture and real estate funds. It overlaps directly with Capcade's Investor Portal, fundraising, and fund administration use cases.
• Ansarada: Ansarada is an AI-enabled deal-making platform combining VDR with deal workflow and outcomes analytics. It serves the same PE/VC and advisor audience and competes head-on in transaction readiness and LP/GP coordination.
• Firmex: Firmex is a leading VDR provider with strong penetration in M&A diligence, fundraising and legal transactions. Like Capcade, it bundles secure document sharing with workflow and reporting features for deal teams.
• Datasite (formerly Intralinks): Datasite is the dominant VDR and deal-management platform for M&A, capital markets, and lending workflows. It targets the same fund-manager, advisor, and law-firm buyer profiles that Capcade serves, with substantially larger installed base and brand recognition.
• Allvue Systems: Allvue provides investment operations and accounting software for private equity, venture capital, credit and fund administrators. It overlaps with Capcade's fund administration, reporting, and fund-ops workflows, especially via the Apex Group ecosystem.

Emerging players

• Visible.vc: Visible.vc provides investor relations, fund reporting, and LP portal tooling for venture and growth funds. It overlaps with Capcade's fundraising and investor portal use cases on the LP experience side.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubevimeo.com/capcade
• LinkedInlinkedin.com/company/capcade
• Xx.com/Capcade_

Compliance11 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 Capcade