Built for the people behind the investment decision.
Understanding an asset takes judgment. So does knowing what to pay and which risks to take. Cap Orbit is the AI terminal for the work behind those decisions. Build the model, memo, and deck in your firm’s own formats. Give your team more time to think.
The insight
A deal deserves one record.
A deal starts with broker materials. It becomes a model, a recommendation, and a committee decision. Then comes closing and years of ownership. The investment thesis should stay with it.
Too often, each handoff means rebuilding context or fitting the work into someone else’s template. We built Cap Orbit around one shared deal record. Keep the model, memo, and deck with their sources. Let the terminal and your team work on the same files.
Why now
AI can now work in the file with you.
Until recently, AI could answer questions about a deal. It could not build the files your committee uses or work in the file your team had open.
Now the model opens with formulas that recalculate. The credit memo follows your format, with every change tracked. The deck and memo are ready for committee, with numbers tied to the source or model. Your team and the terminal edit the same file. That is why we built Cap Orbit.
The stance
Give good judgment more room.
Give your people more time for the decisions you hired them to make.
Your team directs every step and approves each consequential one. The terminal prepares the work. Your people have more time for diligence, risk, and pricing. The view on the asset and the investment decision stay with your firm.
Work that goes straight to committee.
Bring your committee work that meets its standard and carries your firm’s name.
Footed to the source
Every number ties back to the document it came from or foots to the model, and any value the team had to infer is marked as inferred.
In the firm’s own format
The work runs on the firm’s own models, memo styles, and output formats, so the house voice and committee standard are built in from the start.
Private to the firm
A firm’s edge stays the firm’s. Cap Orbit runs isolated per firm. Customer work is not training data. Enterprise deploys into the firm’s own AWS account, with single sign-on and customer-held keys.
Who it is for
For every team that moves the deal forward.
Acquisitions
Screen the inbound the morning it lands and underwrite the live deal to a committee-ready view on the firm’s own model, at the team’s own pace.
Credit and lending
Read the borrower file clean, size and stress the debt against the binding constraint, and argue the credit memo downside-first.
Asset management
Carry the original underwrite into ownership and work the book against the thesis the deal was bought on, month after month.
Investment committee
Read cleaner committee materials: the recommendation up top, the view laid out, and every figure traced to the document behind it.