CapSynth is an AI-powered operating system for investment firms that unifies deal, portfolio, fundraising, and operations workflows into a single queryable platform. Its governed agents prepare work, propose next steps, and act only with human approval, with every answer traced to source documents. The system integrates with Gmail and Google Calendar to surface commitments and meeting prep, and is accessible via web, API, and iOS app.
Funding
Funding not disclosed
Founders
Product
Problem
Investment firms rely on fragmented tools for deal management, portfolio tracking, fundraising, and operations, forcing teams to switch between inboxes, spreadsheets, and legacy CRMs. This fragmentation causes work to restart in each tool, critical commitments to slip between systems, and answers to lack traceable sources, slowing decision-making and increasing operational risk.
Solution
CapSynth provides a unified AI operating system that connects every team and workflow across the firm, from investing and portfolio management to fundraising, finance, and operations. Governed agents prepare work before it is requested, propose next steps, and execute only after explicit human approval, with every answer assembled from source-linked claims and anything unsourced flagged as Unknown. The platform ranks all deals, replies, meeting prep, and commitments into one list, applies firm-specific thesis policies versioned like code, and maintains a single institutional memory beneath every workflow. CapSynth integrates with Gmail and Google Calendar to triage inboxes, track commitments, and generate morning briefs, while the iOS app captures voice memos that become proposed actions for review.
Target Audience
Primary customers are investment firms, including private equity, venture capital, and hedge funds, as well as their operating partners, finance teams, and investment professionals who need a unified, auditable workflow platform.
Features
- Source-linked answers: every claim traces to the document, email, or meeting behind it, with unsourced items explicitly labeled Unknown
- Human-in-the-loop approvals: all outbound communications and file writes land in an approval queue before execution
- Unified ranked list: deals, replies, meeting prep, and commitments are collected and ranked in one place, replacing multiple inboxes
- Thesis-as-code policy engine: deal scoring rules are written with partners, versioned, and automatically re-rank the queue when the thesis changes
- Gmail integration with read-only access and drafts-only compose (enforced via CI check)
- never sends or deletes mail
- Google Calendar read-only integration for meeting prep and morning-brief summaries combining email and calendar
- iOS app with on-device voice memo transcription and server-side processing via Anthropic, producing proposed actions for explicit approval
- MCP (Model Context Protocol) support for in-app and Claude-based interactions