Capsa AI
AgentsCapsa AI is an AI platform for private capital firms. It connects a firm's CRM, shared drives and third-party data such as FactSet into one source, lets deal teams draw on thousands of past deal folders when evaluating new opportunities, and runs workflows tailored to how each fund operates, with every output linked back to its source. It offers single-tenant, VPC or on-prem deployment and raised an $18M Series A in June 2026.
Visit capsa.ai ↗Key features
- Custom workflows built around a fund's own process
- Connects CRM, shared drives and third-party data (e.g. FactSet)
- Search and reuse of past deal folders when screening new deals
- Full traceability from every insight to its source
- Models custom-trained for PE workflows; single-tenant, VPC or on-prem
- SOC 2 Type II; no training on client data
Pricing
Pricing on request (request a demo)
No public pricing page found · checked Oct 15, 2026
Who it's for
PELinks
- Official site ↗ capsa.ai
- Series A coverage (Jun 2026) ↗ finsmes.com
Use cases featuring Capsa AI
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Videos
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Profile last checked Oct 15, 2026.
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