Key Concepts

Understanding these core concepts will help you get the most out of Capvia. The platform is organized around a few key abstractions that mirror the natural fundraising workflow.

Organizations

An Organization is your top-level workspace in Capvia. It represents your company and contains all your fundraising data, team members, and settings.

Each organization has a unique URL slug
Team members can be invited with Admin or Member roles
All data (decks, pitches, rounds, contacts) belongs to an organization
You can belong to multiple organizations and switch between them

Team management

Admins can invite team members from Settings > Team. Invitations are sent via email with a unique join link. You can assign roles at invitation time and track pending invitations.

Decks

Decks are your pitch deck files (PDF format). They are central to several Capvia features:

Feature	Description
Upload & Store	Keep all your deck versions in one place
AI Evaluation	Get scored feedback across key dimensions like narrative, market, team, and design
Pitch Practice	Select a deck to pitch during AI practice sessions
Sharing	Generate secure links with viewer analytics and access controls

Pitch Sessions

A Pitch Session is a live practice session where you pitch your deck to an AI-powered investor persona in a video-call format.

Sessions go through several phases:

Opening → Pitch Delivery → Q&A → Closing → Analysis

Each session tracks its status: Pending, In Progress, Paused, or Completed. You can pause and resume sessions, and the system handles reconnection if you refresh your browser.

After completing a session, you receive a detailed analysis including a fundability score, strengths and weaknesses, and specific areas for improvement.

Investor Personas

Investor Personas represent different types of investors you might pitch to. Each persona has a distinct focus, question style, and investment thesis.

Persona attributes include:

Investor type — Angel, VC, Corporate VC, PE, Family Office, Strategic
Stage focus — Pre-seed through Late-stage
Check size range — From $25K to $10M+
Industry focus — Specific sectors and verticals
Personality — How they approach evaluating pitches

Practicing with different personas helps you prepare for the variety of investors you'll meet during your raise.

Investment Rounds

A Round represents a single fundraising effort — for example, your Seed round or Series A. Rounds are the primary organizing unit for your pipeline.

Each round tracks:

Round name — A label for your raise (e.g., "Seed Round Q1 2026")
Target amount — How much you're raising
Committed amount — Total investment committed so far
Status — Pending, In Progress, or Complete
Opportunities — All investor contacts associated with this round

Opportunities

An Opportunity connects an investor contact to a specific round. Each opportunity tracks:

The contact (investor name, company, email, phone)
Their pipeline stage (customizable per round)
Investment probability and target investment amount
An activity feed of all interactions (emails, notes, stage changes)
An assigned team member responsible for this relationship

People & Contacts

The People section is your investor relationship database. Each contact includes:

Name, company, role, and contact information
Tags for filtering and organization
Activity history across all rounds they're involved in
Email communication log
Notes and meeting records

AI Features

Capvia's AI capabilities are woven throughout the platform:

Deck Evaluation — Automated scoring and detailed feedback on pitch decks
Pitch Practice — Interactive sessions with AI investor personas in video-call format
Fundability Analysis — Post-session scoring with funding archetype assessment
AI Assistant — Conversational AI for on-demand fundraising guidance
Company Intelligence — AI-assisted company profile building and market analysis