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Capcade
by Capcade
What Capcade is
Capcade is a web and API workspace for coordinating workflows involving private-market institutions, investors, counterparties and vendors. It supports investor onboarding, counterparty reporting, compliance approvals and vendor management. Workspace modules include task management with Gantt charts, virtual data rooms, file requests and canvases. Data rooms allow real-time Word, Excel and PowerPoint co-authoring through Microsoft Office Online, with version history, templates and content search. An AI diligence agent, AI data extraction and MCP connectivity connect documents with AI workflows. Users can sign with Capcade’s e-signature or DocuSign. Integrations include Dropbox, Box, SharePoint, Microsoft Office apps, Unsplash, YouTube and Vimeo; AWS, Azure and Google Cloud are listed for storage. Activity tracking, analytics, reporting and exportable audit logs support oversight. Free access is available; Core costs $600 a month and Unlimited costs $1,200 a month.
Who it suits
Capcade suits organisations that share documents or manage workflows with external parties. It is also aimed at private-market teams handling onboarding, approvals, reporting and vendors.
What it does well
- Free plan available
- Virtual data rooms with co-authoring
- AI diligence and data extraction tools
- Exportable audit trail
- Web and API access
What to know first
- Core limits storage to 5GB
- Core includes five admin seats
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Unlimited | $1,200 / month · unlimited admins · unlimited users · unlimited storage | $1,200 a month |
| Core | $600 / month · 5 admin seats · unlimited users · 5GB storage | $600 a month |
| Platform | Price on Request · unlimited data rooms · everything in Unlimited · custom coordination workflows · dedicated implementation support | On request |
As capcade.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
Capcade combines workflow coordination, data rooms, document collaboration and AI features in web and API access. Its plans range from free access to paid tiers with different administrator, storage and implementation provisions.
Facts from Capcade's own pages
- AI
- The data room offers an AI diligence agent, AI-powered data extraction, and MCP connectivity for connecting an AI assistant to documents. · capcade.com, 12 Oct 2026
- Analytics and reporting
- Yes · capcade.com, 20 Sept 2026
- Audit and security
- The data room logs views, downloads, and permission changes in an exportable audit trail and advertises SOC 2 Type II, SOC 3, and ISO 27001 certification. · capcade.com, 12 Oct 2026
- Certifications
- The about page lists ISO 9001, ISO 27001, SOC-2, and SOC-3 as current certifications, and lists ISO 27017, ISO 27018, and ISO 20000-1 as pending. · capcade.com, 12 Oct 2026
- Client activity tracking
- Yes · capcade.com, 20 Sept 2026
- Core tools
- Its workspace modules include task management with Gantt charts, virtual data rooms, file requests, and canvases. · app.capcade.com, 12 Oct 2026
- Data protection
- Capcade says it provides enterprise-grade encryption at rest and in transit, role-based access controls, regional hosting, and data residency across 20+ locations. · capcade.com, 12 Oct 2026
- Documents
- The data room supports real-time Word, Excel, and PowerPoint co-authoring through Microsoft Office Online, version history, templates, and content search. · capcade.com, 12 Oct 2026
- Founded
- A Capcade company description says it was founded in 2019. · capcade.com, 12 Oct 2026
- Free plan
- Yes · capcade.com, 20 Sept 2026
- Integrations
- The integrations page lists Dropbox, Box, SharePoint, Microsoft Word, Excel and PowerPoint, Unsplash, YouTube, and Vimeo, and mentions AWS, Azure, and Google Cloud for storage. · capcade.com, 12 Oct 2026
- Plan limits
- Core includes 5 admin seats and 5GB storage; Unlimited includes unlimited admins and storage, while both list unlimited users. · capcade.com, 12 Oct 2026
- Purpose
- Capcade coordinates workflows shared by private-market institutions, investors, counterparties, and vendors, including investor onboarding, counterparty reporting, compliance approvals, and vendor management. · capcade.com, 12 Oct 2026
- Signatures
- Users can sign documents in the data room with Capcade’s native e-signature or DocuSign. · capcade.com, 12 Oct 2026
- Support
- The Platform tier includes dedicated implementation support, and the pricing comparison lists chat support. · capcade.com, 12 Oct 2026
- Who it serves
- Capcade says it is suited to organizations that work with external parties and need to share documents and data or manage workflows across teams. · capcade.com, 12 Oct 2026
Where Capcade stands on Freedom251
- Property Investment Management Software#1 of 30
- Proposal Software#39 of 134