Cape
- Company typePrivate
- Founded2018
- HeadquartersWest New York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Cape firmographics
Firmographics- Name
- Cape
- Legal name
- Cape Inc.
- Website
- https://capeprivacy.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Cape industry classification
Industry- Product category
- AI Document Intelligence for Financial Operations
- NAICS
- Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Custom Computer Programming Services (541511)
- SIC
- Services-Prepackaged Software (7372), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- ITSM Platform Implementation & Administration (ServiceNow/JSM/BMC/etc.) (BPAEAJAC)
- akta.pro secondary industries
- Data Security & Privacy for Cloud (DLP, DSPM, Tokenization) (HDABAHAK), User Lifecycle Provisioning & SCIM Automation (HDAEAJAK)
Keywords
Where Cape is headquartered
LocationHeadquarters
- HQ city
- West New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Cape business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Infrastructure, Marketing or Sales, Operations
Revenue model
- SaaS Subscription Services: Software as a service offering with subscription-based licensing. Terms of Service reference subscription plans, subscription terms, and fees for access and use of services. Professional services available as optional add-ons.
- Professional Services: Optional professional services for implementation, training, and customization as specified in an agreed Order. Additional fees may apply for consumption and other service fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise pricing - custom quote based |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
Cape product offering
Product offeringCore offering
Cape builds DirectiveIQ, an agentic AI platform that ingests unstructured client communications (emails, letters, scanned PDFs) and converts them into validated, transfer-ready transactions for trust, wealth, loan servicing, and risk operations. The platform uses a proprietary ontology-driven extraction engine with an iterative self-correction loop, enabling financial institutions to automate back-office workflows that previously required manual review. Solution-specific deployments include Trust Operations, Loan Servicing, and Risk Operations modules built on the DirectiveIQ core.
Product overview
Cape offers a unified AI platform for business process operations built around DirectiveIQ, its core agentic AI product. DirectiveIQ serves as an intelligent layer between client communications and transaction systems, using a graph-based domain ontology to transform unstructured directives into validated, structured transactions. The platform offers three solution-specific modules built on DirectiveIQ: Loan Servicing (document processing and validation for lending operations), Risk Operations (SOC report analysis for vendor risk management), and Trust Operations (money movement automation for trust and wealth management). All solutions leverage the same core extraction engine with domain-specific ontologies, adaptive workflows, and audit-ready output generation.
Differentiator
Problem solved
Functional benefit
Products and services
- DirectiveIQ DirectiveIQ is Cape's core agentic AI platform that ingests unstructured client communications (emails, letters, scanned PDFs) and converts them into validated, transfer-ready transactions using an ontology-driven extraction engine with an iterative self-correction loop. It is sold to banks, trust companies, and wealth managers seeking to automate back-office directive processing.
- Loan Servicing Solution Loan Servicing Solution is a DirectiveIQ-powered product that automates loan servicing workflows including payoff quote letters, collateral and lien releases, and inbound borrower correspondence for banks, credit unions, and specialty lenders.
- Risk Operations Solution Risk Operations Solution is a DirectiveIQ-powered product that automates third-party risk and vendor management workflows including vendor outreach, evidence validation, and continuous monitoring for banks and financial institutions.
- Trust Operations Solution Trust Operations Solution is a DirectiveIQ-powered product that automates client directive processing for trust and wealth management operations, including transfer initiation, beneficiary updates, and related back-office workflows at trust companies and wealth managers.
Quantifiable outcome
- 80% reduction in manual tasks
- +4 more outcomes
Companies that use Cape
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles3 records
Cape technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability9 records
Feature6 records
Cape partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core, secondary and supporting.
- SalesforcecoreSalesforce Agentforce integration enables DirectiveIQ to be invoked from Salesforce Cases. Built four Apex classes, LWC component, and custom Salesforce objects (DirectiveIQ_Result__c) for native integration. Agentforce agent configured with 'Financial Document Analysis' topic.
- ServiceNowsecondaryServiceNow Flow Designer integration enables DirectiveIQ to be callable from ServiceNow workflows through MCP protocol.
- Azure (Microsoft)supportingCustomers can integrate Cape with models deployed in Azure, OpenAI, or locally hosted models - Cape works with trusted models the customer already uses.
- OpenAIsupportingCustomers can integrate Cape with OpenAI models as part of Cape's model-agnostic approach to AI integration.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Cape competitors and assessment
Company assessmentDirect peers
- Ocrolus: Ocrolus automates analysis of financial documents (bank statements, pay stubs, tax forms) for lending and financial services workflows — a direct vertical peer in document AI for banks and lenders, with overlapping customer profile.
- AppZen: AppZen applies AI to finance operations, including expense auditing, invoice processing, and vendor risk — an explicit vertical AI play in financial services back-office that competes with Cape's Risk Operations and Trust Operations modules.
- Hyperscience: Hyperscience specializes in document processing automation using AI for enterprise workflows, including financial services. Cape and Hyperscience both target the same manual document-heavy back-office workflows with AI-driven extraction and validation.
- Moveworks: Moveworks builds an agentic AI platform for enterprise IT and business operations, including document understanding, workflow automation, and integration with platforms like ServiceNow and Salesforce — directly comparable to Cape's DirectiveIQ positioning as an agentic layer for enterprise operations.
- Indico Data: Indico Data provides AI-powered document understanding for financial services, including loan processing, underwriting, and claims — directly overlapping with Cape's Loan Servicing and Trust Operations use cases.
- Aisera: Aisera provides agentic AI for enterprise service management and ITSM, with similar positioning to Cape in automating complex back-office workflows across financial services and other regulated industries.
- WorkFusion: WorkFusion combines AI and RPA to automate financial operations workflows including AML/KYC, sanctions review, and document processing — comparable to Cape in targeting regulated financial back-office automation with measurable accuracy and throughput gains.
Broad incumbents
- ABBYY: ABBYY is a long-established document AI, OCR, and process intelligence vendor with broad enterprise deployment. While not vertically specialized in financial services trust operations, it provides the underlying document extraction capabilities that compete broadly with Cape's ontology-driven extraction.
- UiPath: UiPath is the leading enterprise RPA and AI process automation platform, increasingly layering agentic AI capabilities on top of its automation stack. It competes with Cape for financial services automation budgets and offers overlapping document processing and workflow automation functionality.
- Salesforce (Agentforce): Salesforce Agentforce is a natively integrated agentic AI platform within the Salesforce ecosystem, with which Cape has a partnership. As a broad incumbent, Salesforce could expand Agentforce's document intelligence capabilities to cover the same financial services workflows Cape targets, potentially commoditizing the specialist layer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks7 records
Key highlights7 records
Customer concentration
Cape social profiles
Digital presenceCape financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cape leadership team
Management profileNumber of profiles
Profiles2 records
Cape funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cape M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cape
What does Cape do?
Cape builds DirectiveIQ, an agentic AI platform that ingests unstructured client communications (emails, letters, scanned PDFs) and converts them into validated, transfer-ready transactions for trust, wealth, loan servicing, and risk operations. The platform uses a proprietary ontology-driven extraction engine with an iterative self-correction loop, enabling financial institutions to automate back-office workflows that previously required manual review. Solution-specific deployments include Trust Operations, Loan Servicing, and Risk Operations modules built on the DirectiveIQ core.
Is Cape a public or private company?
Cape is a private company. It is classified as venture growth investor backed and is currently operating.
When was Cape founded?
Cape was founded in 2018. It employs 11 to 50 people.
Where is Cape based?
Cape is headquartered in West New York, United States, in the North America region.
How does Cape make money?
Two revenue lines are on record. SaaS Subscription Services are the primary driver. The others are professional Services.
Who are Cape's main competitors?
Direct peers on record are Ocrolus, AppZen, Hyperscience, Moveworks, Indico Data, Aisera and WorkFusion. Broad incumbents are ABBYY, UiPath and Salesforce (Agentforce).
Does Cape have an API?
Yes. DirectiveIQ MCP Server provides a Model Context Protocol (MCP) interface enabling AI agents to invoke directive analysis and document extraction. The server exposes tools like cape_directiveiq_analyze for analyzing financial documents. It supports streamable HTTP transport for production (HTTPS :8080) and stdio for local development. Authentication uses API keys via Named Credentials (Salesforce) and identity-scoped service credentials injected at deploy time. Deployed on AWS ECS Fargate. The MCP server is a thin adapter (under 500 lines of Python) with no business logic - it acquires documents, translates format to base64, calls Cape Enterprise, and returns structured JSON results.
What industry is Cape in?
Cape's product category is AI Document Intelligence for Financial Operations. Its primary akta.pro industry code is BPAEAJAC, ITSM Platform Implementation & Administration (ServiceNow/JSM/BMC/etc.), with a secondary code of HDABAHAK, Data Security & Privacy for Cloud (DLP, DSPM, Tokenization). Its NAICS code is 5132 and its SIC code is 7372.