Caption gives us an excellent opportunity to provide our clients with access to unlisted opportunities, with a disciplined and thoughtful approach to building a diversified portfolio over time.
— Michael Sfez, Founding Partner of Kermony Office
Two approaches, one secure framework
Depending on your needs, Caption offers two complementary services for distributing unlisted assets within a compliant ISP framework.
Caption Catalogue
Access our exclusive deal flow of SMEs, startups, private equity, thematic funds and rare assets. Each operation is analysed and documented so you can advise your clients with reliable, transparent information.
Discover the catalogue →Caption Services
Bring your own operations — sourced by you or your clients — and let us structure and distribute them. Personalised portal, digital subscription and secured commissions within a 100% compliant framework.
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Investment Services Provider
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A trusted partner for your investment opportunities
Thanks to its status as an Investment Services Provider licensed by the ACPR, Caption enables you to receive commissions in full compliance whenever your clients invest.
With Caption, you choose: access our catalogue or distribute your own operations, whether sourced by you or your clients.
We offer you a turnkey solution for structuring and distributing securities, a compliant framework (MiFID, AML, documentation and internal controls) and digital tools to simplify tracking and subscription.
Caption thus becomes your trusted partner to enrich your offering, streamline your processes and secure your revenue within a controlled regulatory framework.
Our catalogue of deal-by-deal opportunities
On Caption, your clients access our selection of alternative assets, whether private debt or equity operations. This allows them to diversify their portfolio across a wide variety of sectors such as mobility, artworks, collectibles, SMEs and franchises.
Exclusive deal flow
Access from EUR 10,000 assets previously reserved for institutional investors. Our teams rigorously select each opportunity to guarantee quality. We provide in-depth analyses, sector benchmarks and market data so you can advise your clients with clear, reliable and transparent information.
Bespoke allocation
Offer solutions specifically built for your clients, tailored to their wealth objectives: investment horizon, risk appetite and preferred sectors. Our teams support you in structuring coherent allocations between private debt, equity and tangible assets.
Keep control
Your invited clients remain linked to your professional account. Regardless of which operation they invest in, your referral commissions are automatically calculated, secured and traceable. Integrated billing and full visibility from your dashboard.
Caption Services
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Distribute your own operations within a compliant framework
You've sourced an operation or your client wants to raise funds? Caption structures and distributes the operation for you: legal documentation, MiFID and AML compliance, digitalised subscription process.
Your personalised portal allows you to manage your operations, track subscriptions in real time and secure your referral commissions.
A dedicated dashboard
Dashboard
Overview of your activity: investors, subscriptions, volumes and commissions in real time.
Platform offerings
Browse and manage available offerings: SMEs, private equity, private debt and alternative assets.
Digital subscription
Track the progress of each subscription from signature to validation, with all supporting documents.
Portfolio tracking
Manage your investors' portfolios: KYC, banking details, taxation and categorisation.
Integration in 48h
A fast and digitalised integration process to start distributing immediately.
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Digital KYD Online verification of your professional status and authorisations.
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Distribution agreement Electronic signature of your partnership agreement, adapted to your structure.
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Contracts and access Activation of your professional portal with immediate access to the catalogue and tracking tools.
Frequently asked questions
Thanks to Caption's ISP status (ACPR-licensed), IFAs and Family Offices can distribute unlisted assets in full compliance. Two options: access the Caption catalogue (SMEs, startups, funds, rare assets) to diversify your clients' portfolios, or use Caption Services to bring your own operations on a personalised platform that we structure and distribute for you.
Yes, that's the principle of Caption Services. You source an operation or your client wants to raise funds: Caption structures the operation (legal documentation, MiFID and AML compliance), sets up a digitalised subscription process and gives you access to a personalised portal to manage distribution. Your commissions are secured and traceable.
Your referral commissions are automatically calculated and secured. Every investment made by your clients is tracked and linked to your professional account. Billing is integrated.
48 hours. The process is digitalised: online KYD, electronic signature of the distribution agreement, then immediate activation of your professional portal with access to the catalogue and tracking tools.
With the Caption catalogue, your clients access SMEs, startups, private equity, thematic funds and collectibles selected by our teams. With Caption Services, you can bring any operation sourced by you or your clients, which we structure and distribute within a regulated framework.
Yes. Your invited clients remain linked to your account. Regardless of which operation they invest in, your commissions are secured and traceable.
From EUR 10,000 for direct operations. Each operation sets its own minimum ticket based on its structure.
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