Caption has two essential qualities: a genuine platform with a recognised product sensibility, and a structuring regulatory approach built for the long term.
— Thibaud Elzière, CEO Hexa (eFounders)
Caption Services
Your club deals, 100% compliant, with confidence
White-label platform in 24h, digital subscription, MiFID compliance and integrated IFA portal. ACPR-licensed ISP. Investor discretionary power made easy, measured and time-stamped.
Our services for issuers
Are you a real estate or hospitality manager, a renewable energy producer, or a physical or digital infrastructure operator? Focus on your core business and value creation. We handle all the regulatory, operational and technological complexity of your capital raises.
Regulated framework
Caption is an Investment Firm licensed by the ACPR as an Investment Services Provider. We manage the entire regulatory process: documentation, compliance and internal controls. You stay focused on your operational and financial goals.
Proven technology
Over 10,000 investors have already used our digital workflows. Benefit from a tested and optimised infrastructure to maximise conversions and simplify processes, with dedicated portals for you, your partners and distributors.
Flexible monetisation
Freely define your business model — entry fees, management commissions, partner retrocessions, carried interest — and optimise your fundraising. We handle distributor remuneration in strict compliance with the regulatory framework governing investment advice and service quality improvement.
Rapid deployment
A white-label platform available in under 24 hours, at no cost. Customised interface, bespoke KYC workflow, questionnaires adapted to your product, subscription forms customisable by your lawyers, and all the features to manage your investors.
Proven expertise
Since 2020, the Caption Group has onboarded several thousand investors across its various applications. These are used by business leaders, financial investment advisors, private banks, and every discerning investor who wants to build and effectively diversify their portfolios.
€250M
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 infrastructure 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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Ability to manage and remunerate your distribution partners according to your commercial strategy, in compliance with the regulatory framework, thanks to our ISP status.
Club Deals
Contact us
View the platform
Structure and distribute your club deals
Bring together a group of qualified investors around a targeted asset — real estate, hospitality, renewable energy, private equity, private debt — and manage your entire club deal from a white-label platform: vehicle structuring, digital subscription, compliance, investor tracking and consultation.
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.
Interface
Showcase your ongoing club deals on a dedicated space with documentation, descriptions, videos and photos to facilitate decision-making.
Subscription
Allow your clients to invest in a few clicks with electronic signature of the subscription form, and funds transferred to accounts dedicated to the operation.
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.
Consultation and General Meeting
Organise your investors' votes in minutes: notices, questions, time-stamped electronic voting, automatic quorum and majority calculation.
Billing
Invoice your fees and commissions and easily manage your distributors' retrocessions.
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 any type of financial instrument 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.