Investment workflow - how the Kapnative investment team uses Kapintelligence
Proprietary use case

How the Kapnative investment team uses Kapintelligence.

Kapintelligence is used within Kapnative's investment process to assess private market funds before presentation to the Investment Committee. Following approval, selected funds are curated for the Kapnative platform.

The investment team reviews approximately 80-100 funds each year, using Kapintelligence to apply consistent due diligence standards and efficiently narrow a broad fund universe to selected opportunities.

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The workflow

From incoming fund to Investment Committee.

The same four stages the platform supports, as the investment team runs them internally.

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    What the platform contributes
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Every stage stays under the investment team's review. The final commitment decision remains with the investor.

The platform is built by the team that has to use it.

Every stage of the workflow was shaped by an investment process that runs on it. When a check does not hold up in a real fund review, it changes in the product.

More than 200 years of combined investment experience across the Kapnative Investment Committee, including senior roles at leading financial institutions, informs how the platform assesses funds, structures diligence and prepares decision ready output.

The team and the method
Scope of this page
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Run the same workflow on a fund you are looking at.

Thirty minutes with your own DDQ and your IC format, on a realistic data room.

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