Capleva Portfolio Management Software

Key Features

• Portfolio Performance Tracking

  Monitors company-level KPIs, financial dashboards, and milestones across portfolio companies.

• Return Calculations

  Tracks deal-level IRR, MOIC, and cash flows, including share class breakdowns and waterfall calculations.

• Liquidity Planning

  Supports runway forecasting and modeling for future investment rounds and fund-level liquidity.

• AI Data Extraction

  Extracts and structures financial data from PDF and Excel documents.

• AI Analysis Assistant

  A built-in conversational assistant designed to help users surface insights from portfolio data.

• Automated Reporting

  Supports the preparation of reporting materials and financial summaries for investment committees and LPs.

Use Cases

• Real-time portfolio monitoring

  Tracking the operational and financial KPIs of multiple portfolio companies in one workspace.

• Fund return analysis

  Calculating and reviewing IRR and MOIC to determine fund and deal-level performance.

• Financial data normalization

  Using AI to extract data from PDF or Excel reports and organizing it into a standardized format.

• Runway and liquidity forecasting

  Modeling future funding needs and estimating the impact of dilution over time.

Integrations

• Excel import
• PDF import

FAQ

Who is Capleva designed for?

It is built for venture capital funds, emerging managers, small funds, and angel investors.

How does Capleva's pricing work?

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.

Does Capleva include CRM or deal sourcing features?

No, it currently focuses on portfolio management. Sourcing and CRM modules are planned for future updates.

How does the AI functionality work in Capleva?

The AI extracts structured data from PDF and Excel files and provides a conversational assistant for analyzing portfolio data.