Capleva Portfolio Management Software
Capleva helps venture capital firms and angel investors track portfolio performance and fund health. It is designed for teams looking to centralize data and reduce reliance on fragmented spreadsheets.
At a glance
- Category
- Finance & Accounting
- Best for
- Venture Capital funds, Emerging fund managers, Angel investors, Family offices
- Pricing
- Pricing is tiered by assets under management (AUM): €350/month for funds under €100M, €600/month for funds under €200M, and €850/month for funds over €200M. Additional usage-based fees apply for storage and AI processing.
- Key use cases
- Real-time portfolio monitoring, Fund return analysis, Financial data normalization, Runway and liquidity forecasting
- Integrations
- Excel import, PDF import
- Official website
- capleva.com
Capleva is a portfolio intelligence platform designed for venture capital teams, emerging managers, and family offices. It serves as a centralized workspace to monitor the financial health and operational KPIs of portfolio companies in real time.
The tool supports the tracking of investment metrics such as IRR, MOIC, and fair market value, including waterfall calculations. It uses AI to extract structured information from uploaded Excel and PDF files and includes a conversational AI assistant for portfolio analysis.
Buyers should note that the platform focuses on portfolio management and does not currently include modules for deal sourcing, CRM, or LP communication.
Key Features
Monitors company-level KPIs, financial dashboards, and milestones across portfolio companies.
Tracks deal-level IRR, MOIC, and cash flows, including share class breakdowns and waterfall calculations.
Supports runway forecasting and modeling for future investment rounds and fund-level liquidity.
Extracts and structures financial data from PDF and Excel documents.
A built-in conversational assistant designed to help users surface insights from portfolio data.
Supports the preparation of reporting materials and financial summaries for investment committees and LPs.
Use Cases
Tracking the operational and financial KPIs of multiple portfolio companies in one workspace.
Calculating and reviewing IRR and MOIC to determine fund and deal-level performance.
Using AI to extract data from PDF or Excel reports and organizing it into a standardized format.
Modeling future funding needs and estimating the impact of dilution over time.
Best For
Integrations
Pricing
Pricing is tiered by assets under management (AUM): €350/month for funds under €100M, €600/month for funds under €200M, and €850/month for funds over €200M. Additional usage-based fees apply for storage and AI processing.
FAQ
It is built for venture capital funds, emerging managers, small funds, and angel investors.
Pricing is based on Assets Under Management (AUM), with tiers starting at €350/month for funds under €100M, plus variable fees for AI usage and storage.
No, it currently focuses on portfolio management. Sourcing and CRM modules are planned for future updates.
The AI extracts structured data from PDF and Excel files and provides a conversational assistant for analyzing portfolio data.
Source category: Finance & Accounting
Source subcategory: Analytics & Reporting
