It’s a platform that turns how you actually think about your firm into investor-ready marketing materials. You sit for a guided Founder Interview, the platform builds a Voice Profile that captures your strategy and how you explain it, and then it generates pitch decks, fact sheets, newsletters, and more — in your voice, not a template’s.
Fund managers and wealth advisors — hedge funds, private equity and venture funds, real estate funds, and registered investment advisers — who want sharper marketing materials without spending weeks producing them.
It’s a structured conversation with your private AI agent — about two to three hours total, split across three sessions, at your own pace. You can pause anytime and pick up where you left off; your answers are saved. The interview is what makes your output sound like you, so it’s worth doing thoughtfully.
Once your brand is set up and your interview is far enough along, you can generate a first draft of your pitch deck in minutes. Remember that every output is a draft — plan to review it before it leaves your firm.
Features & generators
Every subscription includes eight generators from day one: your pitch deck, Fact Sheet (called a Firm Brief for advisory firms), Newsletter, Quarterly Report, Client One-Pager (for advisors), Landing Page, Chart Builder, and Video Studio — all built from the same Voice Profile and brand.
No. There are no feature tiers. Every subscription includes every platform tool from day one, so you can build your deck, fact sheet, newsletter, and the rest in the same first month.
Yes. Everything is editable, and you choose your output format. PDF arrives polished and delivery-ready (but not editable in PowerPoint); PowerPoint (.pptx) is fully editable but needs some formatting time before it’s investor-ready. Pick based on whether you want it ready-to-send or ready-to-tweak.
Today each account maps to one firm and one workspace. Multi-offering support for firms running several funds is on the roadmap; if that’s you, get in touch and we’ll talk through it.
Compliance
It means the platform’s drafts are written with common SEC and FINRA marketing guidelines in mind. It does not mean the platform reviews your materials for compliance, certifies them, or gives you a regulatory approval or legal opinion. Every output is a working draft that you and your compliance team or counsel should review before it goes to investors, clients, or prospects.
No. We’re not your chief compliance officer, your outside compliance counsel, or a marketing-review service. Compliance review is your responsibility, every output, every time.
No. The platform produces marketing drafts — not legal, tax, investment, or compliance advice. For any of those, retain the appropriate qualified professional.
Import a workbook or type them in — either way they feed your fact sheet, your charts and your deck, and nothing gets entered twice. Upload a .xlsx workbook — your own, or the template the platform builds for your fund type — and you'll see exactly what was found, and be able to change your mind, before anything is saved. Formulas are fine: we read the value a formula produces and never recalculate it.
Already have a chart you want to show? Upload it as an image. It appears exactly as supplied — the platform can't restyle it or reuse it elsewhere, so use it for exhibits we don't generate.
Never by design. You supply every figure — returns, AUM, risk metrics. If you don’t provide a number, it doesn’t appear. If a draft ever shows a figure you didn’t supply, treat it as a bug, report it, and don’t use the document until it’s fixed.
Data security & privacy
Yes. We use encryption in transit and at rest and access controls that limit who can reach your data. See our Security page and Privacy Policy for the full picture of what we collect and how it’s handled.
They live in your private workspace. Your Voice Profile and interview record are stored server-side and are never exposed to other users or sold to third parties.
Only in anonymized, aggregated form to improve the platform. Your firm’s name, your specific strategy details, and your numbers are never shared, sold, or shown to other users.
Your content & IP
You do. The decks, fact sheets, newsletters, and other finished documents you produce are yours to use, modify, and distribute as your firm’s marketing materials.
No — those are working materials the platform uses to generate your content, not deliverables. You can review them in your workspace while you’re subscribed, but they aren’t exportable and don’t transfer if you cancel.
The platform itself — the underlying technology, models, prompts, frameworks, and the way it produces outputs, along with the interview logic and the Voice Profile mechanism. Using the platform doesn’t give you rights to that intellectual property.
Pricing & billing
Materials Creation is $5,499 for your first 30 days. After that, Ongoing Access is $1,499/month, with no minimum commitment. Firms with multiple funds or offerings can ask about Enterprise pricing. Beta-cohort founding members lock in $999/month for the life of their subscription. You can always check current pricing on the pricing page.
Yes. Once your application is approved, you get a 7-day free trial with no card needed: set up your brand, take the Founder Interview, and add your performance data in Chart Builder. Your pitch deck and every download open when you subscribe, and everything you build in the trial is kept for 30 days after it ends.
Your brand identity and pitch deck always stay with you. The other content you made (fact sheets, newsletters, quarterly reports, one-pagers, landing pages) stays viewable and downloadable for 30 days after your subscription ends, so you have time to save anything you need; after that it’s removed unless you subscribe again.
Anytime, from your account settings or by emailing us at team@capitalformation.ai. Materials Creation is charged when you subscribe and covers your first 30 days; Ongoing Access is then billed monthly in advance. Partial periods aren’t refunded — your access continues through the end of the paid period and then ends.
Integrations
We recommend pairing the platform with a CRM to manage the conversations your materials start. For fund managers we point to EdgeFolio; for advisory firms, tools like HubSpot, Freshworks, or Apollo.io. These are external tools we recommend, not built-in integrations.
Yes — the Newsletter generator gives you an export you can drop straight into Substack, along with an HTML and .eml version.
Not directly. You can upload performance charts and data exports from those sources, and the platform wraps them in your brand.