← Capital Formation Intelligence
Frequently asked questions
The short answers. For the full detail, see our
Terms
,
Privacy Policy
, and
Security
page.
Getting started
What is Capital Formation Intelligence?
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Who is it for?
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How does the Founder Interview work?
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How soon will I have something I can use?
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Features & generators
What can the platform generate?
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What’s the difference between Starter and Professional?
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Can I edit what the AI produces?
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Do you support more than one fund or offering?
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Compliance
What does “compliance-aware” mean?
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Does the platform review my materials for compliance?
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Does the platform give legal, tax, or investment advice?
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Will the platform make up performance numbers?
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Data security & privacy
Is my data secure?
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Who can see my interview answers and Voice Profile?
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Do you use my data to train AI models?
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Your content & IP
Who owns the materials I create?
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Can I download my Voice Profile or interview transcript?
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What does the platform own?
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Pricing & billing
How much does it cost?
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Is there a trial?
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What happens to my work if I upgrade or downgrade?
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How do I cancel?
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Integrations
Does it work with my CRM?
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Can I publish my newsletter to Substack?
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Do you connect to Bloomberg or my fund administrator?
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