Managed access to the platform.
Planned packaging separates the software subscription, usage allowances, onboarding and support.
ROOTED IN PRIVATE EQUITY. BUILT FOR PRIVATE CAPITAL.
See your investments.
See your next move.
A clearer view of what you own, what is changing, and where to invest next.
Capital Prism brings portfolio records, company evidence and investment work into one focused workspace for family offices and private investment teams. Build a dependable view of the portfolio, review changes at their source, and carry the context into the next decision.
Development preview · Use fictional data only
ONE CONNECTED INVESTMENT JOURNEY
From knowing your portfolio
to backing your next decision.
The product roadmap follows the work your team does every day.
- 01 / UNDERSTAND
Know what you own.
Bring holdings, ownership, cash and commitments into a clear portfolio view.
- 02 / REVIEW
See what needs attention.
Connect company updates to their source. Spot material changes and review the numbers before accepting them.
- 03 / DECIDE
Make the next move with context.
Understand the effect on cash, ownership and exposure, then take an evidence-backed proposal to your investment committee.
The development preview includes a fictional investment journey, private sign-in, organisation access, manual ordinary-equity onboarding, saved connection drafts and a bounded specialist-service workflow. Document processing, live integrations, complete portfolio accounting and investment approvals remain in development.
SOFTWARE WITH HUMAN SUPPORT
A platform for the work—and a clear path to specialist help.
Capital Prism is designed to combine structured investment software with scoped human services for onboarding, evidence review and decision support. Each engagement is intended to keep scope, assignment, access and customer acceptance visible.
Commercial packaging and prices are still in development. The private preview does not represent a production-ready service.