Features

The intelligence layer between your money and your company.

Capital → Evidence → Profile → Equity → Raise → Room. Six layers, one capital graph, built around how founders actually fund a startup before anyone else does.

Layer 01 — Founder Capital

Every way money moves from you into the company.

Not just “investment”. The full founder-to-company capital journey, with provenance on every line.

Founder capital ledger

Founder loans, capital contributions, personally-paid company expenses, reimbursements, withdrawals, interest and loan-to-equity conversions — with a running outstanding balance.

Contributors & commitments

Multiple founders and contributors, committed versus received capital, kept consistent with what actually landed in the bank.

Local receipts, USD reporting

Spend in NGN, GBP or EUR and keep the original figure on the record. Caplio converts at the transaction-date rate and reports in USD.

Layer 02 — Evidence

Nothing counts unless you can prove it.

Every transaction carries the document that backs it — and every report can trace back to one.

Receipt & invoice scanning

Upload a photo, scan or PDF. Caplio extracts amount, date, vendor, tax, receipt and invoice numbers, and writes a plain-English note on what it was for.

Evidence status

Attached, needs review or missing — on every entry, so you see your coverage before an investor does.

Monthly receipt report

A consolidated month-by-month report grouped by bill-to and company paid to, with receipt numbers, tax, payment method and subtotals that reconcile.

Layer 03 — Capital Profile

The company object, generated from real activity.

Stop retyping the same story into every form. Caplio already knows most of it.

Company identity & story

Problem, product, market, business model, team and legal detail in one structured profile you keep current once, not per investor.

Financials that fill themselves

Capital deployed, burn, runway, funding history and founder contribution pull straight from your ledger.

Accounts & statements

Profit & loss, expense ledger, cash flow and a balance-sheet-lite — printable, branded, and reconciled to the evidence.

Layer 04 — Caplio Equity

Know exactly what you own, and what a round costs you.

Ownership modelled properly, including the instruments most cap table spreadsheets get wrong.

Cap table that reconciles

Share classes, shareholders, issued and unissued shares, option pool and vesting — issued and fully-diluted views that always add up.

SAFEs, notes & valuation history

Convertible instruments modelled with caps and discounts, converting into the round rather than sitting in a folder.

Model a round

Enter a raise and a pre-money valuation and see founder percentage, investor stake and pool top-up before, during and after.

Layer 05 — Caplio Raise & Investors

Prepare, organise, engage, close.

A round workspace instead of a folder of attachments and a memory of who said what.

Round workspace

Target, committed, remaining and close date, with the deck, terms, cap table and Capital Profile attached to the round itself.

Investor fit, explained

Stage, geography, sector and cheque size scored into a fit that tells you why it matched — not a black-box investability rating.

Pipeline & messaging

Meetings, follow-ups and commitments tracked in one place. Move an investor to signed and the commitment lands in the ledger.

Layer 06 — Caplio Room

Share the whole story, safely.

One link that opens a real room — not a zip file emailed at midnight.

Secure share links

Expiring, revocable, optionally password-protected, and scoped to the sections and single company you choose.

Documents & financials

Cap table, statements, evidence and supporting documents presented together, with view tracking.

Investor requests

Viewers ask questions or request documents from inside the room, and it arrives in your Caplio inbox.

Every layer starts working from your first entry.

Log one founder expense with a receipt and Caplio already has capital, evidence and score. The rest builds on it.

No card required · Free while you're solo · Reporting in USD