Pipeline stages lack the context behind the conversation.
A stage label can hide missing preparation and the history behind a funding conversation.
See the pipeline and the preparation behind it.
An operating home for capital teams, bringing relationship, document and pipeline context into a clearer review process.
See what Capital Ops can do
A pipeline stage does not show what is still missing.
Built for business-funding firms and capital advisory teams.
Document requests drift across separate threads.
Reviewers need to find document context without searching every separate attachment request.
The next review or follow-up is easy to miss.
A busy pipeline makes it easy to overlook the next person responsible for a review or follow-up.
Review every document in order.
The Document Review Desk lists uploads from the FundFlow app waiting for a specialist, oldest first, with the review deadline and the note the business owner reads if a document is sent back.
- Readiness Pipeline
- Document Review Desk
- Options and Acceptance
- Funding and Repayments
See which files are ready for options.
The Readiness Pipeline shows every funding file by stage, with its readiness estimate and the person responsible. The gate names the document or threshold still holding a file.
Open Readiness Pipeline
Keep decisions with the team.
ATLAS lists what needs attention across readiness, follow-up and business intelligence, and drafts tasks such as a repayment reminder for a person to approve.
Explore ATLASWork from the command center and ATLAS.
The command center is the operating home for the team. ATLAS reads the same records and suggests the next step for a person to approve.
Command center
Priorities, owner metrics and every operating module in one place.
Open the command centerATLAS
Ask about the records, read the daily brief and approve suggested actions.
Open ATLASGo deeper into the demo
One business. Three ways to keep it connected.
Start with Capital Ops on its own. Add its companions when your business needs the customer experience, the operating view and the ongoing community together.
Experience app. A transparent intake experience for complex funding conversations.
Explore FundFlow
Command center. A measured operating picture for pipeline, documents and relationships.
Try the Capital Ops demo
Membership platform. A learning community for founders preparing to have better capital conversations.
Explore Capital CommonsHow the pieces work together
FundFlow supports the customer’s immediate journey. Capital Ops gives the team an operating workspace. Capital Commons extends the relationship with learning, useful tools and community.
Choose one product or ask us to scope a bundle. Shared data, live integrations, permissions and automation are agreed and tested for your implementation.
Your brand. Your content. A launch you can review.
You are choosing a starting platform, then shaping it around your business. We define the actual pages, roles and connections with you before the build.
Get pricing for Capital OpsChoose the scope
Pick the product, the people who will use it and the workflows that matter. Decide whether you need one platform or the paired family.
Make it yours
Adapt the logo, palette, copy, resources and agreed screens. Set the access and approval boundaries for your team.
Review the complete experience
Walk through desktop and mobile views, roles and the scoped connections. Confirm the content and launch plan before publishing.
What should you know before you choose?
Can I buy Capital Ops on its own?
Yes. Start with one product and add its paired command center, experience app or membership later. A bundle is optional.
What does it cost?
The price depends on the pages, roles, content, integrations and support you choose. Use the pricing page to compare services, or request a quote for an itemized scope.
Will it use my business name and logo?
Yes. The implementation is branded for your business. We adapt the visual identity and agreed content rather than asking your customers to use the example company’s brand.
Can I explore different roles?
Yes. Open the command center for the operating view, then ATLAS to see how it answers questions about the same records.
Does Capital Ops make funding decisions?
No. It organizes the files, documents and follow-up behind each review. Approval, terms and funding outcomes stay with the provider and your team.
Are all the integrations already connected?
No. Production data, provider accounts, permissions, live messaging and payments are set up and verified as part of your scope.
What is included in the launch?
Your quote identifies the screens, branding, content, roles, connections and support included. You review the finished experience before launch.
Make Capital Ops part of your business.
Explore the working experience, then tell us what you want to make your own.