Kapintelligence by Kapnative
THE PLATFORM

Institutional due diligence infrastructure, not a document tool.

One workspace behind fund selection and portfolio oversight - built so every figure your committee sees can be traced back to the document it came from.

AI Due Diligence

Underwrite the fund

Coverage, source-linked analysis, verification, comparison and the IC decision record.

Explore AI Due Diligence
Portfolio Reporting

Monitor the commitment

Normalisation, reconciliation, exception handling and delivery with lineage retained.

Explore Portfolio Reporting
Shared across both modules

The same evidence, from data-room intake to reporting delivery.

Documents are classified once against your requirement set. Diligence and reporting read the same evidence, the same status and the same approvals.

app.kapintelligence.com - dataroom
Kapintelligence data room: coverage score, recommended documents and the classified document index with categories
Source lineage attached to generated answers and figures.
Role-based access and tenant boundaries.
Template and criteria management for DDQs, policies and memo formats.

The path from source document to decision record.

Select a route to follow one source through the engine to its output.

SOURCES
KAPINTELLIGENCE EVIDENCE ENGINE
  1. 01 Extract and source-link

    Classify documents, extract passages, entities and figures, and retain the exact source location and evidence status.

  2. 02 Apply allocator logic

    Apply your DDQ, policy tests, knock-out criteria, calculation methodology and review workflow.

  3. 03 Review and approve Human approval

    Analyst and manager validation, exception handling, approval states, version history and activity records.

OUTPUTS

Every output retains its validation state and a direct path back to the original source.

Validation states

One status vocabulary, used identically everywhere.

The same five states appear on an answer, a figure, a memo section and a portfolio position - in the product, in exports and on this website.

Missing

No document in scope supports this requirement. It generates a manager request.

Draft

Generated from source and readable, but not yet confirmed or approved by a person.

Manager-confirmed

The manager confirmed their own information. This is not independent verification.

Analyst-approved

Your analyst reviewed the evidence and approved the output for committee use.

Exception BRANCHES OFF THE PROGRESSION

Sources contradict each other, or a policy test failed. It needs a decision, not a default. It can interrupt any of the four states above, and the item stays there until a person resolves it.

Integrations

Start with secure upload. Integrate where it creates value.

Each delivery method carries an accurate availability status. No partner logo appears unless the integration exists.

The first-value path. No integration or core-system change required.
Agreed workbook formats in, portfolio and model outputs out, with source columns retained.
Enterprise identity for named users and administrators.
Approved portfolio data and validation states for BI and internal systems.
Document intake from existing document stores and mailboxes.
Two-way sync with investment management and reporting systems.
Licensed benchmark and reference data alongside your own evidence.

Bring your architecture questions.

Product, IT and security questions are welcome in the same session - hosting, model boundaries, integration effort and the first-value path without a core-system replacement.