Entire Portfolio
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, […]
Investment Relations
This use case showcases an automated system built with Make.com to optimize investor relations during fundraising. It tackles the common issue of outdated investor contact information by using a low-code/no-code approach to verify and update email addresses. The workflow leverages APIs like Apollo.io and intelligent Google searches to ensure accurate outreach. Ultimately, this allows […]
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.
Smarter Deal Notes
Learn how Capria uses AI, specifically an agent configured with make.com and Relevance AI, to transform messy engagement notes from potential Limited Partners (LPs) into actionable investor intelligence. This video demonstrates how the system automates the process of extracting key entities, enriching data with conversation summaries and LinkedIn profiles, and then evaluating and scoring potential […]
Julius AI
In this demo, Capria showcases how Julius AI simplifies and accelerates data analysis using natural language. From exploring large datasets to generating charts, predictive models, and reports, Julius enables teams to interact with data effortlessly—without writing a single line of code.