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Introduction to Capcade
Introduction to Capcade

How Capcade works, what it can do for your business and what makes it different to other solutions

Lisa van Oudtshoorn avatar
Written by Lisa van Oudtshoorn
Updated over 7 months ago

What is Capcade?

Our goal is to remove the barriers that hinder businesses when working together. We designed and built Capcade to enable organizations to collaborate as one team.

Fostering communication, improving decision making and unlocking efficiencies in complex, multi-stakeholder workflows is where we shine.

We’ve built a secure platform, purpose built to meet the rigorous compliance and security requirements in financial services, yet easy to use and applicable to any organization that has a need to work digitally with its partners.

We have three core value pillars, which form the foundation of the platform and the basis of our products:

  • Document management - co-create in real time with internal and external stakeholders.

    • Prepare, share and work on documents, across entities, securely and transparently.

  • Data management - create, collect, consolidate, and disseminate data.

    • Embed data streams and interactive content that provide relevant context that supports decision making.

  • Task management - work together as one team with your external partners.

    • Assign and manage deadlines across teams. Create repeatable workflows for executing projects, ensuring they run smoothly.

Put simply, our platform enables and streamlines document, task and data management across entities, through powerful yet user friendly digital tools.


What are the Capcade products?

Our offerings are categorized into three products, which are enabled by various features:

1. Document Workspaces

Document management is the foundation and cornerstone of the platform. It empowers you to share and manage documents internally and with your external partners effortlessly. This secure workspace can serve as your “single source of truth” to eliminate data and information silos.

With Capcade’s document management, you can:

  • Store, edit, access and manage documents

  • Co-create in real time with your team or external collaborators (we have integrated with Microsoft Online)

  • Streamline document gathering, sharing and reporting by defining pathways, assigning reporters and setting reminders

  • Ensure only the right people have access to each document with easy to use permission management

  • Redact, watermark and even lock documents inside your data room for additional layers of security

2. Data Workspaces

This allows organizations to take document management to the next level by transforming documents into data or injesting raw data feeds and creating digestible dashboards. With data management, users are empowered to gain insights across all sources of data by creating or collecting data, integrating with external tools, or building interactive dashboards from scratch, linked to other platform components.

With data management, you can:

  • Create forms, collect data, or compile and combine data into powerful consolidated views, and share it internally and/or externally

  • Consume and present data from other external tools and applications (such as PowerBI, Tableau, Matterport, Pitch.com, Vimeo etc.), and control who has access to it through the intuitive permissions management

  • Build visually appealing dashboards to showcase relevant information to the right stakeholders

3. Task Workspaces

This will revolutionize how you manage your internal and external workflows, ad hoc requests, reports, project planning, task lists, activities, and more. It takes the effort and chaos out of coordinating work across entities, allowing organizations to work together as one team.

With task management, you can:

  • Build out task lists with assignees, deadlines, dependencies, (among other features), that are connected to other platform elements to ensure assignees get the job done quickly and effectively

  • Manage projects and processes at scale, across internal and external teams

  • Build out customizable and advanced workflow dashboards, to monitor progress and get valuable insights into project and work delivery

4. Premium add-ons

To any of the above offerings, we have a suite of premium features that can be incorporated:

  • Generative AI - Analyze documents in your data rooms securely with AI

    • Ask questions, create summaries, locate key information, generate content etc.

  • AI assistant and automations: - deploy an AI agent to maximize effectiveness using the platform

    • Create automation ‘flows’ for tedious and time-consuming processes and tasks which allows your entity to unlock and free up valuable time and improving accuracy (no more human mistakes)

  • APIs - Connect to your existing tech stack

    • Build bridges to your existing systems and tie documents, data and workflows that live on Capcade to your existing tech stack via our open APIs


What sets Capcade apart from it's competitors?

Capcade brings the most value when you incorporate our different tools and features together into your entity’s workflows. Combine task management with the data room to unlock efficiency and transparency in your workspaces, or turn documents into data, and take the next steps in reporting with data management, or – better yet – manage all your work with a combination of all three, to unlock efficiency with data-driven insights & automation.

In addition, Capcade stands out from the crowd due to:

  • Our intuitive, clean, sophisticated and user-centric design, user interface and user experience

  • Simple and cost-effective pricing based on use case rather than storage usage

  • Connected ecosystem of tools that are interoperable, reference documents to workflows, move documents between data rooms, create canvas' that highlight key resources within and across workspaces

  • Easily navigate all your workspaces, workflows and data rooms with a single login, available 24/7 in the cloud

  • Open architecture that allows the platform to plug-in to your existing tech stack and form the bridge from internal to external data and people

  • In-platform chat function

  • Secure and compliant Generative AI and advanced automation enablers


To learn more about Capcade, visit the collection of articles in our help guide.

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