Kapintelligence by Kapnative
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.

User Kapnative Investment Team
Annual fund reviews 80-100 funds per year
Use case Private Equity, Infrastructure Equity & Debt, Private Debt, Real Estate
Process Fund Comparison, Due Diligence & IC Preparation
Output Structured DDQ Analysis & Investment Memorandum
The workflow

From incoming fund to Investment Committee.

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

  1. 01

    Fund Comparison

    Incoming funds are assessed on a consistent basis against the same criteria, so the shortlist is comparable rather than presentational.

    What the platform contributes
    Coverage first

    What the data room can and cannot answer is established before analysis begins, so gaps are chased early rather than discovered at memo stage.

  2. 02

    In Depth Due Diligence

    The house DDQ and investment criteria are applied to the data room; missing, inconsistent and incomplete information is identified early.

    What the platform contributes
    Consistent criteria

    The same questions and knock-out criteria are applied to every fund, which is what makes comparison across managers meaningful.

  3. 03

    Investment Memorandum

    Findings are consolidated into a structured memorandum, with each material statement connected to its underlying source.

    What the platform contributes
    Traceable findings

    Material statements stay connected to the document they came from, so a figure can be checked rather than taken on trust.

  4. 04

    IC Preparation

    The memorandum, open questions and supporting analysis are prepared for the Investment Committee.

    What the platform contributes
    Decision ready output

    The memorandum arrives in the structure the committee expects, with open questions carried rather than resolved by assumption.

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.

Scope of this page
This page describes Kapnative's own internal use of Kapintelligence. It is not a customer case study. Fund review volume is the investment team's own annual throughput, not a software processing figure. Nothing on this page describes investment performance, and no figure implies a return outcome.

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.