Decision Intelligence for Capital Allocators

Better allocation decisions.
Every stage. Every cycle.

Capital Logic is the decision intelligence platform that eliminates operational drag — giving your team the time, clarity, and institutional memory to focus on what actually moves the fund.

Book a Private Demo

For emerging managers, institutional funds, impact allocators, and sovereign entities. Founding cohort pricing available.

app.capitallogictechnologies.com/dashboard

Total AUM

$42.5M

$50M target

Deployed

$28.1M

↑ 66% of fund

YTD Return

21.4%

↑ vs 18% target

Active Deals

3 in IC stage

Capital Deployment by Quarter ↑ +34% YoY

Active Deal Pipeline

Meridian Payments

Series B · Fintech · $4.0M

IC Review

Vantage SaaS

Series A · B2B · $1.2M

Diligence

GridCore Infrastructure

Seed · Infrastructure · $800K

Intake

AI Diligence

From document upload to IC memo in minutes.

Upload pitch decks and financials. Capital Logic AI reads, scores, and drafts IC memos calibrated to your fund's thesis — not generic output.

Thesis-calibrated summaries

Analysis filtered through your specific mandate, risk tolerance, and investment criteria — not what a generic AI thinks matters.

IC memos in your partners' voice

The AI learns how your fund writes, argues, and decides. Drafts that sound like your team, ready to review and approve.

Compliance-ready audit trail

Every decision, every document, every IC vote — logged, searchable, and preserved across Fund I, II, and III.

Capital Logic AI — Diligence Assistant Meridian Fund II

Drop files or browse — pitch deck, financials, cap table

PDF

MeridianPay_PitchDeck_v2.pdf3.8 MB

✓

XLS

Financial_Model_FY2025.xlsx2.1 MB

✓

PDF

Cap_Table_and_Terms.pdf1.1 MB

✓

AI-Generated Summary

|Analyzing uploaded documents...

Thesis Fit

Low

Risk Score

Proceed

Rec.

IC Memo — Draft Preview

RecommendationConditional Proceed

Proposed Check$2.5M at $18M pre-money

Thesis Alignment84 / 100

Voice CalibrationMeridian Ventures Fund II

Why Capital Logic

Built around how great allocators think.

Built for teams that move capital with conviction.

Memory

Your fund, remembered.

Every IC vote, diligence doc, and LP report deepens the AI's understanding of how your fund thinks. The system gets more valuable — and more irreplaceable — with every passing month.

Capacity

Decisions, not paperwork.

Every engagement includes a defined layer of AI and human operating support. The platform handles the coordination so your team can focus on the work that actually generates alpha.

Intelligence

Intelligence that compounds.

Risk-weighted analysis, allocation signals, and portfolio intelligence — calibrated to your mandate. An AI that learns from every decision your fund makes and gives you a sharper edge next time.

What becomes possible

A different quality of fund management.

✓IC decisions made with complete context — every prior vote, every comparable deal, every risk signal surfaced automatically

✓LP reports that reflect your fund's voice, drafted in minutes rather than rebuilt from scratch each quarter

✓Institutional memory that stays with the fund — not the person who just left

✓Portfolio intelligence that surfaces what matters before it becomes urgent

Enterprise-grade encryption · Compliance-ready audit trails · Role-based access controls · Built for institutional data sensitivity

Full Lifecycle Coverage

From first look to final close — and beyond.

Capital Logic covers the full arc of fund management — every stage from sourcing to exit — in a single unified system. No handoffs. No gaps. No data lost between tools.

Sourcing

Finding & evaluating opportunities

AI-assisted deal discovery and structured evaluation — configured to your fund's mandate.

Decision

IC process & governance

Structured workflows that move deals from diligence to decision with a full audit trail.

Deployment

Getting capital to work

Track, manage, and document every deployment action from commitment to close.

Stewardship

Active portfolio management

Ongoing portfolio intelligence — surfacing what matters, when it matters.

Reporting

LP communication & compliance

Quarterly updates, capital notices, and compliance-ready reports — prepared by AI, approved by you.

∞

Compounding Intelligence

Every stage feeds the next. Every cycle makes the whole system smarter about your specific fund.

Why Now

Private capital is getting harder to manage. Not easier.

The status quo is breaking.

↑

Deal complexity is compounding

The volume of data, documents, and stakeholders in every deal has grown faster than the tools built to manage them. Most teams are still running on spreadsheets and shared drives.

↻

Institutional memory walks out the door

Every time an analyst or associate leaves, they take context, pattern recognition, and diligence history with them. There is no system of record for how a fund actually thinks.

△

AI changes the equation — but only if it's built right

Generic AI tools don't know your mandate, your portfolio, or your IC's risk tolerance. A model trained on the internet is not the same as a system trained on your fund's own decision history.

20h

Recovered per deal from manual coordination, diligence prep, and LP report drafting.

$320K

Annual efficiency gain for a fund running 40 deals/year at $400/hr GP time.

+0.2×

Exit uplift potential from even one improved allocation decision per fund cycle.

Based on operational analysis across early deployment cohorts. Figures represent averages for 3–8 person investment teams running 30–50 deals annually.

“For the first time, our IC walks in knowing every comparable deal we've ever looked at. That's not a tool. That's institutional memory.”

— GP, impact fund · Early access cohort

Ready to make better allocation decisions?

Tell us about your fund. We review every request personally and reach out within two business days.

✓

Request received.

We'll be in touch within two business days.

Better allocation decisions.Every stage. Every cycle.