Quickstart Guide

Get up and running with Capvia in under 5 minutes. This guide walks you through account setup, your first deck review, and an introduction to pitch practice.

Step 1: Create your account

Sign up at capvia.ai using your Google account or email address.

After signing up, you'll be guided through a short onboarding flow:

1. Enter your name and company details (name, website, size, your role)
2. Tell us about your fundraising stage (Pre-seed, Seed, Series A, etc.)
3. Let us know your pitch deck status — whether you have one, it's in progress, or you haven't started yet
4. Share your biggest fundraising challenge so we can tailor recommendations

Tip: Completing onboarding helps Capvia personalize your AI feedback and investor matching. You can always update these details later in Settings.

Step 2: Upload your pitch deck

Navigate to Pitch Decks in the sidebar and click Add Deck. Upload your pitch deck as a PDF file.

Once uploaded, Capvia will:

• Generate a visual thumbnail of your deck
• Begin an AI evaluation that scores your deck across multiple dimensions
• Make the deck available for pitch practice sessions and sharing

The evaluation runs in the background — you'll see the status change from Pending to Complete when your scores are ready.

Step 3: Review your deck feedback

Click into your deck to see the AI evaluation results. Your deck is scored on areas like:

• Narrative & Story — Is the flow compelling? Is the problem clearly framed?
• Market Opportunity — Is the TAM/SAM/SOM well-defined and credible?
• Business Model — Is the path to revenue clear?
• Team & Traction — Are key proof points and milestones highlighted?
• Design & Clarity — Is the presentation professional and readable?

Each area receives a score along with specific strengths, gaps, and recommendations for improvement.

Step 4: Practice your pitch

Go to Pitch Sessions and click Start New Pitch. Select the deck you want to pitch and choose an investor persona.

Each persona represents a different investor archetype — from the metrics-focused Analytical VC to the big-picture Vision VC. The AI investor will:

• Listen to your pitch in a realistic video-call format
• Ask probing follow-up questions based on what you say
• Challenge weak points and drill into specifics
• Provide a detailed performance analysis after the session

Note: Pitch practice requires a desktop browser with camera and microphone access.

Step 5: Set up your fundraising pipeline

Navigate to Fundraising to create your first investment round:

1. Click Add Round and configure your raise (round name, target amount, stage)
2. Add investor opportunities — either from your existing contacts or create new ones
3. Track each opportunity through pipeline stages as conversations progress

What's next?

• Read about Key Concepts to understand how Capvia organizes your fundraise
• Explore Pitch Deck Review for a deeper look at AI evaluation
• Learn about Pitch Practice sessions and investor personas