For advisers
The whole market, in view. For every mandate.
Capital Prism widens the field you can reach, sharpens how each opportunity is positioned, and keeps you at the centre of the relationship.
Request invitation →What this means for you
A working tool, not a replacement.
The platform handles discovery and qualification. You keep the dialogue, the judgement and the relationship. It makes you reach further, not redundant.
Run every mandate in one place.
Briefs, counterparties, intelligence and engagement across all of your clients, with the institutional knowledge of the ontology behind each one.
Bring your clients with you.
Use Capital Prism for your own clients. Their workspace is theirs, their identity is protected, and you stay the face of the relationship.
Position with the whole market behind you.
Your Adviser surfaces who fits and why, so you advise with the field in view rather than a fraction of it.
Your Adviser, for you
Concierge
Helps with each client mandate, drafts the confidential brief, and advises on positioning deal by deal.
VP
Runs deal flow across your portfolio at once. Multiple clients, multiple mandates, one Adviser learning all of them.
Personal Assistant
Manages client communication, summarises your pipeline each week, and flags network movement in your sectors.
How it works for you
Set up your practice
Create your firm or solo profile. Your Adviser learns your sectors, your style and your client base.
Run your mandates
Put client briefs through confidential matching. Multiple deals in flight, your Adviser tracks each.
Be discoverable
Appear in the Adviser Directory by sector and deal type. Verified and Premium tiers extend your reach.
Become a founding adviser. List your practice, run a mandate, and see the Directory work, at no cost to start.