2. Capital Markets
Platform
Capitama is the new global capital markets
platform dedicated to connecting Investors with
Investments from all classes in one intuitive and
secure environment.
If you are seeking deal by deal finance, raising a
new private equity fund, bolstering your capital
raising efforts, increasing your distribution
network, seeking new deal flow or enhancing
origination, Capitama is the platform for you.
A comprehensive, cost effective and highly
intuitive platform to engage sophisticated and
qualified market participants across the financial
services spectrum from Private Equity firms
to Middle Market M&A boutiques and Venture
Capitalists to Family Offices
...welcome to Capitama
3. Connecting the
Global Investment
Community;
The changing landscape
Capital raising and deal sourcing has never technology and market depth offers the
been so competitive. The scarcity of capital widest possible distribution and investment
coupled with a fragmented global financial sourcing capability and ensures you are kept
market means accessing and selecting the up to date with market information that you
best deals, obtaining full information and want at the press of a button.
engaging the right counterparties could not
be more critical. Capitama provides a once in a generation
opportunity to seek out new sources of
The Capitama platform is secure, cloud capital, investors, deal flow and create and
based and maintains the highest level of build new global relationships.
identity and information protection. Our
Enhancing deal sourcing,
deal flow management and
increasing distribution
Capitama is an intuitive platform offering Define your preferences and notifications
members control over how they use and to ensure you don’t miss new relevant
access information via features on the Investment Projects or changes to Investor
platform. It can be used and accessed profiles and objectives, quickly engage the
anywhere in the world and across any right counterparty and seek out professional
technology application from tablet to laptop. services where required.
It is an efficient method for increasing global Capitama keeps things simple and does the
distribution of your Investment Projects, leg work helping members to maximise
offers improved access to information, their time on relationships to get deals
analytics, trends and provides a robust and executed.
effective work flow management tool.
4. The Global
Investment Matrix
Connecting the right investor
with the right investment
Capitama provides the infrastructure and Capitama provides that differentiated
intelligence to connect the right investor market place and an effective conduit to
to the right investment wherever you sit connect such counterparties.
within the global investment matrix. As the
global investment landscape changes, new Capitama is more than a simple investment
relationships are created, new investment project listing service; it provides
channels are formed and interconnections interactivity between users, the power
made. to control information flows, enhance
distribution and market exposure and the
Efficiency and simplicity are required to ability to invite external parties to engage
unify and bridge those connections with investment projects.
and many different market participants.
Limited Primary
Partners Fund
General Secondary
Partners Fund
Qualified & Direct, Solo
Sophisticated & Co-Investment
Investors
Geography Sector
Strategy
5. Capitama
for Investors
Maximise sourcing with
enhanced information
Investors; LP’s, GP’s, Angel Investors, Asset Managers, Co-Investors, Corporate Investors,
Fund of Funds, Hedge Funds, Institutional Investors, Investment and Private Banks, Pension
Funds, Private Equity Funds, Private Investment Offices, Private Trusts, Single & Multi Family
Offices, Sophisticated Investors, Trust Companies, UHNWI’s and Venture Capitalists.
Capitama provides a simple and efficient deal sourcing function offering Investors
comprehensive coverage to seek out new investments across all sponsor channels;
• The platform provides an efficient method • Investors can narrow down on their
for sourcing investment projects as a part investment search criteria, thus saving time
of the Investors wider investment sourcing screening and searching through exercises
and origination strategy
• Share documentation with colleagues
• Investors identity is protected and remains and invite external reviewers to check
confidential unless they wish to engage a information
Sponsor regarding a project
• Investments include a Due Diligence score
• Review and examine key documents as reflecting the level of information contained
a part of the Data Bank function including within the Investment Data Bank
PPM’s, Financials, Legal Opinion and
Business Plans and more
6. Capitama
for Sponsors
Increase distribution
Sponsors; Accountants, Administrators and Insolvency Practitioners, Advisors, Auditors,
Capital Introduction Teams, Corporates, Entrepreneurs, Hedge Funds, Intermediaries,
Lawyers, M&A and Corporate Finance Boutiques, Placement Agents, PR Advisors, Private
Banks, Private Equity Funds, SME’s and other Family Offices or UHNWI’s seeking
Co-Investment.
Capitama helps increase and deepen your global distribution network and marketing efforts
in a cost effective and efficient platform solution. Create and build new relationships.
Sponsors can post investments from all possible types including primary and secondary
funds, direct, solo and co-investments across all sectors, geographies and strategies,
whereby they wish to expand their distribution across all Investor classes;
• Deepen your Investor network by • Manage your investments through
generating new leads through marketing Workspace the in-house work flow
your Investments management tool
• Build and expand new Investor • Share documents and review investments
relationships by inviting external reviewers
7. Capitama for
Professional Advisors
and Gatekeepers
Create Leads, support clients
and build your business
Professional Advisors and Gatekeepers; Accountants, Advisors, Intermediaries, Lawyers, M&A
and Corporate Finance Boutiques, Placement Agents and Trustees.
Capitama offers Professional Advisors and Gatekeepers the opportunity to network and
connect with potential new business relationships without conflict. Professional Advisors
can support and review sponsored investments and in doing so offer their services to
potential counterparties. Gatekeepers can seek out new mandates by building new
relationships with Investors and Sponsors leveraging their existing networks or simply
managing their existing deal flow inventory.
• Manage your investments through • Create a seamless investment flow from
Workspace the in-house work flow origination to execution
management tool
• Interact and communicate with internal
• Share documents and review investments and external colleagues and market
by inviting external reviewers counterparties
• Communicate with colleagues and • Create a seamless investment work flow
counterparties from origination to execution
8. Capitama Enterprise
Integrate the full suite of platform
features for your business
Enterprise Feature: Businesses, Companies, Corporations, Departments, Desks, Divisions,
Firms, Teams, PLC’s
Capitama Enterprise provides firms and businesses with the full suite of platform features
designed to aid and maximise your work flow management. Our features offer a highly
intuitive mechanism for sharing and reviewing investment documentation and information
whilst maintaining Chinese Walls, compliance obligations and the protection of data.
Members can communicate with internal and external colleagues and market counterparties
in confidence that security is being maintained. Enterprise also allows firms to share
multiple Investment Projects with internal groups or clients which the firm controls. For
more information about the full range of features please contact the Capitama sales team
• The platform provides an efficient method • Manage your investments through our
for sourcing Investment Projects as a part project workspace
of the Investors wider investment sourcing
and origination strategy • Invite external parties to review specific
documentation
• Store, share and review key documents
as a part of the Data Bank function • Interact and communicate with internal
including Teasers, Executive Summaries, and external colleagues and market
Business Plans, PPM’s, Financials, Legal and counterparties
Accounting Opinion and more
• Create a seamless investment work flow
• Develop additional co-investor from origination to execution
relationships and engage potential
syndication partners • Raise tickets, leave and post internal blog
messages for fellow Investment Project and
• Deepen your Investor network by team members
generating new leads through marketing
your Investment Projects
9. Pricing
Capitama account tiers
Business Business Premium Enterprise
Only the most essential features. All our latest and advanced features. All premium features plus advanced
Intended for individual Intended for individual team and collaboration tools. Intended
Investment Projects Investment Projects for firms and businesses or those with
multiple Investment Projects
Project Workspace
Directory Listing
Data Bank
Basic Analytics
News Broadcasts
Advanced Analytics
Featured Listing
External Reviewers
Editorial Tracker
Internal Log
Audit Trail
£
49 PER
MONTH
£
98 PER
MONTH
CONTACT US
FOR A QUOTE
10. Corporate Sponsorship
& Marketing
Basic Standard Premium
Project allowance per month - use for internal
5 10 15 projects and promote client investment projects to
support their investment funding efforts
Enterprise Functionality for all promoted projects
Gain access to full analytics on Investment Projects
Inclusion on e-Newsletters and e-mail campaigns
WEEKLY, MONTHLY
QUARTERLY,
AND QUARTERLY,
ANNUAL BI-ANNUAL AND Investment Report Inclusion
BI-ANNUAL AND
ANNUAL
ANNUAL
QUARTERLY,
BI-ANNUAL AND
ANNUAL BI-ANNUAL AND Event Sponsor
ANNUAL
ANNUAL
£
8,000 £
10,000 £
12,500
PER ANNUM PER ANNUM PER ANNUM
Capitama works with a select number channels, enhance their offering to their
of Investors, Sponsors and Professional clients and build new relationships across
Advisory businesses to support and the financial services sector.
encourage quality Investment Projects to
the platform and to promote its’ use by If you would like to sponsor Capitama
bona fide qualified Investors. please contact the sales team
sales@capitama.com for more information
We have developed a Corporate
Sponsorship programme for such groups
that wish to broaden their distribution
11. Get in touch
London
sales@capitama.com
+44 (0) 203 668 9834
General Enquiries
info@capitama.com
Media Enquiries
media@capitama.com
capitama
@capitama
capitama1
www.capitama.com
Capitama Ltd (“Capitama”) is incorporated in England and Wales under
company number 08200258. Registered Office Bolney Place, Cowfold
Road, Bolney, Haywards Heath, West Sussex, United Kingdom. Capitama
is the registered Trademark for Capitama Ltd and the site is issued, owned
and operated by Capitama.
Capitama Ltd is registered with the Information Comissioners Office for
Data Protection purposes under the Data Protection purposes under the
Data Protection Act 2003. Registered Number PZ3417671
