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ACPR-licensed ISP

Private asset investing.
At scale.

The Caption Group structures, selects, and administers private asset investment operations for private investors, businesses, and wealth management professionals.

The Caption Group

Turnkey infrastructure for private markets

Since 2020, Caption has been building a proprietary architecture covering technology, regulatory compliance and liability management. Modular and available under your brand, it powers AIFM asset management companies, wealth management advisors, and real estate or hospitality managers structuring club deals.

€250M
Assets administered
150+
Operations structured
10,000+
Investors supported
200+
Partner professionals
Dual regulatory licence
Compliance

Dual regulatory licence

Caption SA, an Investment Services Provider licensed by the ACPR (CIB 18683), and its subsidiary Clint Capital, a Portfolio Management Company licensed by the AMF (GP-20240014). Investors, businesses, and professionals benefit from the highest compliance standards.

View our regulatory framework →
Reviews

A bespoke experience

4,9/5 sur Trustpilot
A true partner in our day-to-day operations
« In our industry, technology is essential, but it is often the quality of execution and service that truly makes the difference. Caption manages to combine both. The team is remarkably available and responsive, with a genuine ability to support us across a wide range of topics, including when challenges fall outside the usual scope. We can always count on them to listen, find a solution and, above all, show a real commitment to moving things forward. This level of support is particularly valuable in our business, where execution, efficiency and reliability are critical. Caption has become much more than a tool for us: it is a true partner in our day-to-day operations. »
Caroline Gahnassia Managing Director – Everstone REM
The relationship with the team makes the difference
« Caption provides us with a comprehensive and efficient tool that meets a large part of our needs for onboarding and monitoring subscriptions to unlisted securities through the SPVs we structure at Cléry. Beyond the platform itself, the relationship with the Caption team truly makes the difference: communication is seamless, they are highly responsive and very professional. Their ability to address our needs and continuously enhance the platform makes our day-to-day use particularly agile. An excellent experience, both with the platform and the Caption team. »
Vincent Dampierre Head of Investor Relations — Cléry
An intuitive and highly effective platform
« The platform is intuitive, seamless, and highly effective for monitoring and managing our investment operations. We particularly appreciate the simplicity of the subscription process, the centralized access to information and documents, and the clear visibility into the progress of each transaction. This allows us to save valuable time on administrative follow-up while providing a clear and professional experience. The Caption team is also readily available and responsive whenever we need support. Today, it is a platform that our team uses regularly and one that genuinely makes our day-to-day work easier. »
Frédéric Rousset Managing Director & Financial Advisor — K’Pital Conseil
Responsiveness and availability
« We particularly appreciated the responsiveness and availability of Bastien and his team. Throughout a challenging project involving several changes and very tight deadlines, they demonstrated great agility and provided effective support at every stage. The platform, which is highly intuitive, also gave us precise, real-time visibility into the status of subscriptions, making it much easier to manage and monitor the transaction. Beyond the platform itself, we particularly valued the quality of our interactions and the team’s ability to adapt to our constraints. »
Valérie Lacroix Investment Manager - Colliers Global Investors
The human touch makes all the difference
« Working with Caption on a daily basis saves us valuable time and gives us real peace of mind. The platform offers a particularly simple, seamless, and intuitive subscription process, making every step highly efficient. But beyond the quality of the platform itself, it’s the human touch that truly makes all the difference: the team is outstanding, highly responsive, and always available to support us at every stage with a genuinely personal approach. »
Marie Ruis Middle Office Manager — Le Comptoir Immobilier (Izimmo)
Your challenges

The challenges of retailisation

How do you shift from institutional to intermediated retail distribution? The right financial instrument, IFA networks, scalable middle-office, MiFID compliance... The barriers are many. Caption helps you remove them.

Reaching non-professional clients

Distributing to non-institutional investors requires a specific regulatory framework, adapted documentation and a compliant subscription process, notably in line with ESMA requirements.

Industrialising intermediated distribution

Managing hundreds of IFAs/Family Offices, and thousands of subscribers requires a robust infrastructure, automated agreements, and real-time tracking of subscription flows.

Managing your investors over time

Keeping your liability register accurate is a tedious task requiring constant time-stamping and total precision so that every capital call, income redistribution, or investor consultation is perfectly orchestrated. Stop leaving this to Excel.

Staying compliant at scale

KYC, KYD, AML, MiFID, appropriateness testing, service quality improvement... Compliance must be embedded in every step, throughout the financial instrument's entire lifecycle, not treated as a patch.

Solutions by profile

Every player has their own challenges

Real estate and hospitality managers

Real estate and hospitality managers

You have your deal flow and your distributors? We provide the infrastructure for your club deal: white-label platform, digital subscription, IFA/Family Office management, and built-in compliance.

Discover the Club Deals offering
IFAs & Family Offices

IFAs & Family Offices

Stand out from your peers by creating your own investment products. We bring our structuring expertise to secure your operations, particularly on regulatory matters.

Discover the IFA offering
Asset management companies

Asset management companies

Successfully retailise your funds with our dual ISP + AMC licence. Distribution, liability management and dedicated vehicle creation (hosting) to meet your de-institutionalisation needs, as an AIFM asset manager.

Discover the Asset Manager offering
Bespoke project sponsors

Bespoke project sponsors

Renewable energy, digital infrastructure, legal fees, leasing… Our regulatory expertise lets us study every project to identify the most suitable structuring. We never close a door on principle: we assess feasibility and build the right solution.

Contact us
Our services

Multiple building blocks, one unique infrastructure

Compliance

KYC, AML, MiFID, subscription forms, distributor agreements and monitoring, drafting and review of regulatory documentation… Everything is handled and included, with no extra setup fees.

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Liability management

Issuance account management, order centralisation, register keeping, client communication, capital calls, distributions and responsive investor support… We handle the full lifecycle of your operations, with a human touch at the heart of the relationship.

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Dedicated funds

FPCI, FCPR, mandates, dedicated feeders… Clint Capital, our AMF-licensed AMC, structures, licenses and manages your bespoke investment vehicles (hosting), from regulatory setup to periodic reporting.

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In action

Your dedicated platform

Technology, compliance and liability management brought together on a proprietary platform, continuously developed, with more than one product update deployed every week.

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Offers & Catalogue

Offers & Catalogue

Publish, present and manage your investment products: documentation, terms, illustrations and all key information, gathered in one place.

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Subscription tracking

Subscription tracking

Track each subscription in real time, from the application form to validation, including the transfer of funds to a dedicated account.

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KYC / KYD

KYC / KYD

Identity verification and compliance funnel for investors and distributors.

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IFA management

IFA management

Manage IFA access, distribution agreements, transmission of engagement letters and suitability reports, retrocession payments.

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Capital calls

Capital calls

Plan and execute your capital calls with precise, instant collection tracking.

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Distributions

Distributions

Calculate and distribute coupons, dividends, share or fund unit buybacks automatically.

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Consultations & AGMs

Consultations & AGMs

Consult your investors throughout the investment lifecycle. Notices, votes, general meeting minutes, quorum and majority calculation, time-stamped votes. Your governance tracking to meet regulatory requirements.

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API & Docs

API & Docs

Integrate our technology building blocks with your tools and workflows via our documented REST API, updated with every new feature.

Journal

Latest news

Le marché du padel en France et à l’international en 2026
Education

Le marché du padel en France et à l’international en 2026

Tour d’horizon du marché mondial et français du padel, de l’économie d’un club, des capitaux qui entrent dans la filière et des signaux de s...

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Gestion de fortune : grandir sans vendre son cabinet – Podcast avec Bastien Baron
Education

Gestion de fortune : grandir sans vendre son cabinet – Podcast avec Bastien Baron

Bastien Baron (Justae Gestion Privée) explique pourquoi son cabinet a basculé vers les honoraires, construit une IA souveraine et refuse les...

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Automobiles de collection : les supercars des années 2000 prennent le pouvoir
Education

Automobiles de collection : les supercars des années 2000 prennent le pouvoir

Près de 750 M$ adjugés en une semaine à Monterey, plus de 90 records mondiaux et un volume d’enchères des supercars des années 2000 en hauss...

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FAQ

Frequently asked questions

Caption Services is the Caption Group's offering dedicated to asset management professionals. It provides turnkey technological and regulatory infrastructure to private market investment professionals: hospitality and real estate managers, club deal issuers, IFAs, Family Offices and international AIFM asset management companies.

Caption SA is an ISP licensed by the ACPR (CIB 18683) for order reception-transmission, placement and advisory services. Clint Capital, our AMC subsidiary, is licensed by the AMF (GP-20240014) for investment fund management.

Three profiles: club deal issuers who want to structure and distribute their operations to IFAs, IFAs and Family Offices looking to stand out by structuring their own captive products, and asset managers looking to retailise their fundraising through IFAs and private banks.

A simple, transparent and degressive model, based on amounts collected. No fixed fee or setup fee: you pay based on your activity. All services are included: technology, compliance, client support and liability management. The trade-off? We are selective. Our model is designed for established players already actively fundraising through an existing IFA network.

Once regulatory and legal structuring is finalised, less than 24 hours are needed to deploy your customised infrastructure: interface in your colours, logo and domain name, KYC process and activation of all features.

Why so fast? Because all our clients rely on the same proprietary technology core, designed by asset managers for asset managers. No complex custom development to maintain, and no platform that freezes once it goes live.

Your environment is customised, but the technology keeps evolving. Every week, you automatically benefit from 100% of the new features deployed by our teams, at no extra development cost or charge.

The goal: to continuously improve the experience of your front and middle office teams, and above all that of your investors and distributors.

Got a project? Fill in the contact form available on this page or across all Caption Services pages. Our team will get back to you within 24 hours to arrange a personalised demonstration and discuss your needs.

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Let's discuss your challenges. Our team will advise you on the solution best suited to your business.

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