Portfolio Social Tracker
In this demo, Capria showcases how the Marketing area tracks, through an agent, portfolio company social activity every 48 hours, consolidates updates into a shared dashboard, and alerts the team with AI-generated repost suggestions—making amplification faster, easier, and more consistent.
Entire Portfolio Update
This video describes an automated solution to streamline the quarterly process of updating Capria’s portfolio companies. It outlines how a manual, time-consuming workflow of identifying new companies, enriching their data, and assigning tasks has been transformed into an automated pipeline using n8n. The solution compares portfolio reports, identifies new companies, extracts and enhances descriptions, […]
Drafting IC Previews (Notebook LM)
Learn how AI, specifically Google’s NotebookLM, can accelerate investment analysis. This video demonstrates using NotebookLM to draft IC alert previews by uploading templates, pitch decks, meeting notes, and website information. See how AI can summarize information and generate a draft for quick assessment of investment opportunities, boosting productivity and surfacing new insights.