Caption has two essential qualities: a real platform with an undeniable product sensibility, and a structuring regulatory approach built for the long term.
— Thibaud Elzière, CEO Hexa (eFounders)
Caption Services
Your club deals and fundraisings, with confidence
White-label platform in 24h, digital subscription, MiFID compliance and integrated IFA portal. ACPR-licensed ISP.
Our services for issuers
Focus on your core business. We handle all the regulatory and technological complexity.
Regulated framework
Caption is an Investment Firm licensed by the ACPR as an Investment Services Provider. We manage all the regulatory complexity: documentation, compliance and internal controls. You stay focused on your core business.
Proven technology
Over 10,000 investors have already used our technology building blocks. Benefit from a tested and optimised platform to maximise conversions and simplify processes, with dedicated portals for you, your partners and distributors.
Flexible monetisation
Freely define your business model — fees, commissions, memberships, carried interest — and optimise your revenue. We handle distributor remuneration in strict compliance with the regulatory framework.
Rapid deployment
A white-label platform available in under 24 hours. Customised interface, bespoke KYC workflow and all the features to manage your investors.
Proven expertise
Since 2020, the Caption Group has onboarded over 10,000 investors across its various applications. These are used by business leaders, financial investment advisors and other discerning investors who want to build and effectively diversify their portfolios.
€110M+
raised for issuers
10,000+
investors onboarded
200+
operations structured
5 years
of technology expertise
360° support for your club deal
With Caption Services, you are relieved of numerous technical and regulatory constraints. You have nothing to manage — we handle everything for you. Focus solely on your deal flow and sourcing potential future investors.
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Documentation and compliance We take care of all investment services regulations.
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Customised platform White-label interface to invite, qualify and onboard your investors or IFAs.
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Automated processes KYC, electronic signature, payments and simplified reconciliations.
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Dedicated support Responsive team (4.9/5 on Trustpilot) with chat, phone and technical assistance.
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Distribution network Ability to manage and remunerate your distribution partners in compliance with the regulatory framework, thanks to our ISP status.
Club Deals
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Structure and distribute your club deals
Bring together a group of qualified investors around a targeted asset — real estate, private equity, private debt — and manage your entire club deal from a white-label platform: vehicle structuring, digital subscription, compliance and investor tracking.
Our off-the-shelf technology building blocks
A comprehensive set of technology building blocks designed to simplify and secure investment in unlisted assets.
Custom KYC/KYB
Create a bespoke verification workflow in 24 hours, aligned with your assets and investors.
Marketplace
Display your offerings with documentation, videos and metrics to facilitate decision-making.
Subscription
Allow your clients to invest in a few clicks with electronic signature of the subscription form.
Full CRM
Manage your investors and professionals end-to-end: contact, qualification, subscription and billing.
IFA portal
Each IFA has their own portal with investor tracking, subscriptions, payments and commissions in real time.
General meetings
Organise your AGMs in minutes: notices, electronic voting and automatic quorum.
Billing
Automatically invoice your fees, commissions and memberships.
Custom design
Platform in your colours with your logo and domain name.
API
Integrate our technology into your existing workflow via our comprehensive API.
A wide range of assets
Caption Services adapts to your strategy. Thanks to our Investment Services Provider (ISP) status, we can distribute multiple financial instruments across numerous sectors.
Frequently asked questions
A club deal is a structured investment operation where a select group of investors co-invests in a specific asset or project through a dedicated vehicle (holding company, SAS). Caption structures these operations within a regulated framework (ACPR-licensed ISP).
The model is simple and degressive. No fixed fees, no commitment period. Pricing is aligned with your success, with a rate that decreases based on collected volumes. Contact us for a detailed pricing schedule.
Once the regulatory and corporate discussions are finalised, the technical deployment takes less than 24 hours. We configure a customised white-label platform with your colours, logo and domain name. Bespoke KYC, digital subscription and CRM are immediately available.
All types: real estate, private equity, venture capital, SMEs, private debt, thematic funds, collectibles (art, watches, wine, cars). Our ISP status enables the distribution of multiple financial instruments.
Caption handles all compliance: MiFID documentation, KYC/KYB, AML, internal controls and TRACFIN. You stay focused on your deal flow.
Yes. Thanks to our ISP status, you can manage and remunerate your distribution partners (IFAs, financial advisors) in strict compliance with the regulatory framework. Billing is integrated and automated.
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Launch your club deal
Looking to industrialise the distribution of your assets? Contact us for a personalised demonstration.