A modular platform for private markets
Digital subscription, distributor management, investor portal and API. Deploy under your brand in 24h.
The platform in pictures
Discover the key modules of our platform: offering catalogue, digital subscription, KYC, distributor management, capital calls and reporting.
Offers & Catalogue
Publish and manage your investment offerings with documentation and metrics.
Subscription tracking
Track each investor subscription in real time, from the application form to validation.
KYC / KYD
Identity verification and compliance funnel for investors and distributors.
IFA management
Manage IFA access, investor tracking and distribution agreements.
Capital calls
Plan and execute your capital calls with collection tracking.
Distributions
Calculate and distribute coupons, dividends and repayments automatically.
Consultations & AGMs
Consult your shareholders and managers throughout the investment lifecycle. Notices, votes and general meeting minutes.
API & Docs
Integrate the platform with your tools via our documented REST API.
Six building blocks, one platform
Each module works independently or in synergy. Activate only what you need.
Digital subscription
Complete subscription workflow: automated KYC, dynamic application form, electronic signature and integrated payment. From identification to closing in a few clicks.
Distributor management
Digitalised KYD, distribution agreements, real-time referral tracking and automatic commission calculation for your IFA and partner network.
Investor portal
A dedicated space for your investors: portfolio tracking, documents, reporting, communications and access to new opportunities.
Integrated CRM
Centralised management of your contacts: investors, distributors and prospects. Interaction history, tags, segments and automated workflows.
Automated billing
Automatic calculation and issuance of management fees, distribution commissions, carried interest and subscription fees. Integrated accounting export.
API & webhooks
Integrate our building blocks into your existing tools via our documented REST API. Webhooks to synchronise your systems in real time.
Your brand, your platform
Deploy a fully customised subscription portal in 24 hours. Your investors navigate a familiar environment.
Dedicated interface
Your logo, your colours, your typography. Every element of the interface reflects your visual identity, not ours.
Custom domain
Deploy your platform on your own domain name (invest.yourbrand.com). SSL certificate included, configuration in under 24 hours.
Transactional emails
All emails sent to your investors carry your brand: confirmations, notifications, reports and communications.
Custom documents
Subscription forms, certificates and reports are dynamically generated with your branding and legal notices.
Frequently asked questions
Caption Services offers a comprehensive ecosystem: custom KYC/KYB, offering marketplace, digital subscription with electronic signature, investor CRM, automated forms, integrated billing, general meetings and a full API.
Once the regulatory and corporate discussions are finalised, the technical deployment takes less than 24 hours. We configure a customised white-label platform (logo, colours, domain name) with all features activated. The KYC workflow is configured bespoke to your assets.
Yes. Each partner has a white-label interface: your logo, your colours, your domain name. The Caption brand remains present, guaranteeing the ISP regulatory framework.
Our comprehensive REST API enables integration of all technology building blocks into your existing tools: investor creation, subscription, KYC, billing and reporting. Technical documentation available on request.
Over 10,000 investors have already used our technology building blocks. The platform is optimised for conversion and workflow fluidity, with a client satisfaction rate of 4.9/5 on Trustpilot.
Yes. The AGM module enables you to organise general meetings end-to-end: automatic notices, electronic voting, quorum calculation and minutes. Everything is digitalised and archived.
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Speak with our experts
Let's discuss your technical challenges. Our team will guide you in choosing the modules best suited to your business.