How it works

How Capital Prism works.

A private brief in. Ranked counterparties out. Confidential the whole way through.

Free to join during private beta · membership is by approval · no commitment
1
Describe
2
Curate the Brief
3
Enter the Prism
4
Ranked & explained
5
Engage
Step 01

Describe what you want.

Tell your Adviser what you are trying to do, in your own words. A sale, an acquisition, a mandate, or simply a watching brief. No forms.

In your own words. No forms, no fields. Just tell your Adviser what you are trying to do.
Any objective. A sale, an acquisition, a mandate, or a watching brief.
No exposure yet. Nothing is visible to anyone at this stage.
Private beta · by invitation
Request access to Capital Prism
A short conversation with a real member of the team, not a form. Tell us about you and what you’re looking to do.
Who you areDavid L. · Cavendish Partners · Adviser
Why nowMid-market mandate launching Q3 2026
Request invitation
Approved · 2 working days
Step 02

Your Adviser curates your Brief.

It draws on the ontology to sharpen your positioning, apply what the market is actually doing, and hold back anything sensitive. You approve every word before it goes anywhere.

Positioning sharpened. The ontology refines how your Brief reads.
Sensitive detail held back. Anything you would not want exposed stays hidden.
You approve every word. Nothing goes anywhere until you say so.
Your Adviser is preparingYour Brief · confidential, almost ready
TypeAcquirer for Wakefield
IndustryIndustrial services
RegionUK
EV target£42m
VisibilityAnonymous, by default
Adviser’s draft summary
“UK-based industrial services business, owner-managed, exploring strategic acquirer interest. Client name withheld at this disclosure level.”
Step 03

Your Brief enters the Prism.

The Prism matches your Brief against the other side, in confidence. Your identity stays yours until you choose to reveal it.

Matched against the other side. Your Brief meets the counterparties that fit.
In confidence. The matching happens privately, on both sides.
Identity stays yours. You reveal it only when you choose to.
For your BriefAcquirer for Wakefield Industries
12 matches
AH
Aspen Holdings
Why: UK acquirer · 3 portfolio synergies · active mandate
94%
New
HG
Hops Capital Group
Why: PE sector specialist · live buy-side mandate
89%
Active
?
Confidential strategic acquirer
Why: Anonymous at their level · Adviser has context
87%
Warm
SC
Strategic Capital LLP
Why: Adviser representing buyer · active in sector
82%
Warm
Step 04

Counterparties are ranked and explained.

Not a list of names. The right counterparties, graded, each with the reason it fits and a suggested next step.

Graded, not listed. The right counterparties, ranked by fit.
Every match comes with the reason. You see why each one fits.
A suggested next step. Each match arrives with a clear move to make.
Your Adviser has prepared
Introduction draft → Aspen Holdings
Step: Adviser-named · Tone: your voice · Client name: withheld
“Aspen, Cavendish Partners are representing a UK-based industrials business in the £40m EV range. Three known portfolio overlaps with your recent activity suggest a substantive conversation may be of interest. Happy to share more under NDA. Cavendish”
AnonymousAdviserFirmOpen
Step 05

Engage with control.

Start anonymous. Reveal one step at a time. Approve every move. Your Adviser prepares, you decide.

Start anonymous. Your name stays hidden until you choose otherwise.
Reveal one rung at a time. Disclosure moves up only when you decide.
You approve every move. Nothing goes out without your sign-off.
Active projectWakefield Industries · Sell-side
12 matches3 engaged
B
Brief · live
Adviser-named disclosure · 2 weeks live
v3
C
Conversations
Aspen · Hops · Strategic Capital
3
D
Documents
IM (redacted) · financial summary · NDA template
8
R
Reports
Adviser’s weekly read · sector intel
2
Adviser’s read: Aspen is the strongest fit; recommend escalating to firm-named disclosure this week.

Your Adviser prepares. You decide.

Your data stays yours at every step. Nothing material leaves your workspace without your approval. Your name is revealed only when, and to whom, you choose.

Why join now

Founding members shape the platform.

A small cohort is building Capital Prism with us. Your patterns, your edits and your feedback become part of how the platform works. The intelligence layer compounds fastest for early members.

Private beta · open by invitation

Nothing material leaves your workspace without your approval.

The deal-discovery layer underneath your network. Free to join, confidential by default, approved one member at a time while we build with you.

Request your invitationAlready a member? Sign in
Confidential by default · your data is yours · no spam, no sharing.

See how it works for you:

Advisers & firms
Advisers, PE, family offices and corporate development
→
Owners & sellers
Owners selling and individuals doing a one-off transaction
→
Networkers
Introducers, advisers-adjacent, always-on members
→