Capveris provides an automated platform for VC and PE fund managers to collect, validate, and consolidate portfolio data from portfolio companies via secure magic‑link portals, then generate fully formatted LP reports in PPTX with a single click. The solution parses PDFs, Excel files, and presentations, offers real‑time validation, and is hosted on a French‑based GCP infrastructure with RGPD‑compliant encryption.
Funding
Funding not disclosed
Founders
Product
Problem
VC/PE fund managers spend 8‑13 days each quarter manually collecting, re‑entering, reconciling, and formatting portfolio data to create LP reports, leading to delays, errors, and strained investor relations.
Solution
Capveris offers an automated LP reporting platform that streamlines data collection, validation, consolidation, and report generation. Portfolio companies upload files in any format via secure magic‑link portals; the system reads, verifies, and aggregates the metrics without manual entry. Fund teams review the consolidated data with a single click, then generate a fully formatted PPTX report using their own templates in seconds. The solution is hosted in a French‑based GCP data center, employs end‑to‑end encryption, and complies with RGPD, ensuring data residency and security. By removing repetitive manual steps, Capveris reduces reporting time by up to tenfold, allowing managers to focus on investment activities.
Target Audience
Capveris targets VC and PE fund managers, especially French‑based funds, who need to produce quarterly LP reports for institutional investors.
Features
- Magic‑link portal for portfolio companies to submit PDFs, Excel, or presentations without creating accounts
- Intelligent document parsing that extracts key metrics from heterogeneous file formats and validates data automatically
- One‑click generation of LP reports in PPTX using customizable fund templates
- Real‑time validation dashboard for quick team review before finalizing reports
- French‑hosted infrastructure (GCP Paris) with TLS 1.3 in transit and AES‑256 at rest encryption
- RGPD‑compliant data handling with configurable retention and no model training on client data
- Native SSO integration with Google and Microsoft for secure user access