AI Diligence Engine
Upload documents and receive AI-generated summaries, gap detection, and investor-ready diligence briefs with human review checkpoints.
For founders
Become capital-ready before entering the market.
CapitalOS gives founders the infrastructure to organize diligence, prove readiness, and approach investors with institutional-grade preparation — not just a deck.
Overview
AR
87
Readiness Score
87/100
Diligence Completeness: 92%
Marketplace Status
Approved
Document Gaps
7
Investor Interest
23
Recent Activity
- Pitch deck reviewed2h agoComplete
- Financial model uploaded5h agoComplete
- Cap table gap flagged1d agoAction
Platform access
Everything you need to go from draft to investor-ready.
Investor readiness scorecard
AI diligence document analysis
Private deal room with audit trail
Rules-based investor matching
SPV opportunity tracking
Compliance event monitoring
Capital raise progress dashboard
Company update broadcasts
Core capabilities
Built for the institutional raise process.
Readiness Scoring
Structured readiness scorecard aligned to institutional investor expectations. Track progress, close gaps, and know when you're ready.
Private Data Rooms
Bank-grade document storage with role-based access controls, signed URLs, and full audit trails for every document interaction.
Investor Matching
Rules-based matching against platform investors using your sector, stage, geography, and check size preferences.
How it works
From first submission to marketplace listing.
01
Submit your company
Enter company details, funding target, stage, traction metrics, and use of funds.
02
Upload diligence documents
Pitch deck, financials, cap table, legal documents — all stored privately with signed access.
03
Complete readiness scoring
AI flags gaps, generates summaries, and tracks remediation tasks until you reach publish-ready status.
04
Publish to the marketplace
Admin-approved listings go live with full compliance disclosures and investor-facing diligence context.
Important compliance notice
CapitalOS provides technology and diligence infrastructure for review purposes only. Nothing on this platform is investment advice, a recommendation, or a guarantee of funding, investor participation, allocations, returns, or liquidity. Private offerings are risky and may result in loss of capital. Investors must conduct independent due diligence and issuers should obtain appropriate legal review.