CapitalRaise^OS

Built by founders, for founders. By investors, for investors.

Powered by Intelligent Investor Matching

Find My Investors

Get your Fundraising Readiness Score in 3 minutes.

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Full Diagnostic

Your Fundraise
Readiness Score

0

Answer 15 follow-up questions in 3 more minutes and access:

Full OPT Score. Your fundraising readiness measured across the three dimensions that most drive a successful raise: your Offer, the Process, and Trust.

HALO Score. Shorthand for Hard Assets, Low Obsolescence, your defensibility against AI disruption over an investment life cycle.

Dashboard with Tasks & Toolkit. Improve your readiness.

Investor Matching Portal. Pre-screened investors using Intelligent Investor Matching.

Diagnostic Complete

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OPT and HALO Scores

Key Next Steps

CapitalRaise^OS Toolkit

Investor Matching Portal

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Diagnostic complete

Here’s where you stand

Investor Matching Portal

CapitalRaise^OS includes an Investor Matching Portal. Think of it a bit like a dating site, with 10,000+ investors pre-screened as potential targets for companies across different profiles: stage, sector, amount, currency, geography, and so on. There are over 30 data fields per investor.

The dashboard you are about to see gets you ready to match with the investors that most fit your profile. Rather than turning up in casual attire when formals are required, you walk into those conversations with the right materials, evidence, and answers already in place.

Use the dashboard to smarten up and get ready for the action. When your OPT Score crosses the threshold for your stage, the Investor Matching Portal unlocks.

Your eight OPT dimensions. Click any score to see how to improve it.

Every CapitalRaise^OS tool in one place. Preparation tools build your readiness across the eight OPT dimensions; execution tools run the raise once you are investor-ready.

Four working documents you need to run a raise deliberately. Mark items ✓ as you complete them to improve your readiness score and improve attractiveness and access to investors.

Intelligent Investor Matching

Every mismatch is a wasted introduction and a hit to your credibility. Our matching engine goes far beyond filters. It cross-references your full company profile against a curated intelligence database of active investors, analysing not just what they say they invest in, but what they actually do: their portfolio adjacencies, deployment behaviour, public commentary, and recent activity.

How It Works

1

Your OPT Score is the gate. The intelligence layer is the match.

Your OPT Score determines readiness for investors at your stage. Once you pass the threshold, the engine analyses your profile across every dimension simultaneously: sector and sub-sector nuance, geography and currency, cheque size against your raise, instrument preference, and lead versus follow-on mandate. Two founders with identical scores in different sectors, geographies, or stages will receive entirely different investor lists.

2

Deep investor intelligence, not surface-level filters.

Every investor in the database is profiled across their stated mandate and their revealed behaviour. The engine evaluates portfolio adjacency (what have they backed that resembles your company), sector depth across primary, secondary, and niche verticals, geographic reach versus geographic preference, fund cycle and vintage, deployment velocity, and publicly available signals including recent deals, commentary, and market positioning. Inactive funds, mandate mismatches, and investors whose behaviour contradicts their stated thesis are filtered before any result reaches you.

3

AI-scored conviction, updated live.

Each potential match is scored by an AI analysis layer that reads your full narrative against the investor's complete profile, weighting not just structural fit but strategic alignment: would this company genuinely sit well in this portfolio? Every time your profile strengthens or your raise parameters refine, the match recalculates. The list sharpens with you. That is why we build a detailed Core Narrative and Fundraise Scope rather than simply looking at a deck. The depth of information is what makes the matching work. The tools across the Dashboard are designed to help you sharpen your messaging around the metrics investors care about most: unit economics, scalability, moats, and AI-disruption exposure.

Data Points Processed Per Match

OPT Score & 8-dimension profile Stage-calibrated readiness threshold Sector, sub-sector & niche vertical fit Portfolio adjacency analysis Geography, currency & regional preference Cheque size & raise alignment Current deployment activity & velocity Investment instrument preference Lead vs. follow-on mandate Fund cycle & vintage Public signals: deals, commentary & activity AI conviction scoring Founder targeting signal Opportunistic overlay

Find Your Investors

Matching is driven entirely by your Core Narrative and Fundraise Scope. The engine extracts your stage, sector, geography, raise amount, and business keywords automatically. No manual filters needed.

Want to target a specific type of investor or pivot the search in a new direction? Update Section 7 of your Fundraise Scope at any time. The matching engine reads it directly, so the more precise you are, the sharper the results.

Due diligence

Build your data room, manage investor access, and generate structured responses to due diligence questionnaires. Every claim and metric backed by an evidence file that reconciles across your materials.

Structure and terms

Instrument selector and the 10-term decision guide. Know what to accept, what to negotiate, and what to reject, before the term sheet arrives.

Legal documents

First-draft document generator for all standard fundraising instruments, plus a term negotiation guide and legal counsel connection.

Cap table

Live cap table with scenario modelling and dilution tracking across rounds. Coming soon.

Investor reports

Monthly and quarterly investor updates with KPI tracking and narrative templates. Coming soon.

Save your progress before you go
Answers, scores and completed tasks are stored in your browser only - never sent to any server.

O1

Wedge & ICP

Offer · Dimension 1 of 6

O2

Demand & Traction

Offer · Dimension 2 of 6

O3

Unit Economics

Offer · Dimension 3 of 6

O4

Durable Advantage

Offer · Dimension 4 of 6

O5

Scalability

Offer · Dimension 5 of 6

O6

Valuation & Instrument

Offer · Dimension 6 of 6

P1

Pitch Materials

Process · Dimension 1 of 2

P2

Investor Landscape

Process · Dimension 2 of 2

P3

Fundraise Scope

Execution · Process Foundation

Document

T1

Founder & Team Readiness

Trust · Human Capital

E1

Investor Worksheet

Execution · Your Raise CRM

E2

Due Diligence

Execution · Data Room & DD Management

E3

Structure & Terms

Execution · Instrument & Term Decisions

E4

Legal Documents

Execution · Instruments & Documentation

F3

Due Diligence

Execution · Data Room & DD Management

F4

Legal Documents

Execution · Instruments & Documentation

◎

Investor Matching Portal

Intelligent investor matching

📊

Cap Table

Scenario modelling and dilution tracking

📊

Cap table

Live cap table with scenario modelling and dilution tracking across rounds. Coming soon.

📈

Investor Reports

Monthly and quarterly updates

📈

Investor reports

Monthly and quarterly investor updates with KPI tracking and narrative templates. Coming soon.

✓

Preparation Checklist

The Raise · Pre-launch conditions

✓

Execution Checklist

The Raise · During the raise

📊

Capital Intelligence Report

Diagnostic · Full 11-section report