Stop managing deals through email.
There's a better way — and you haven't tried it yet.
See who's serious, what they've seen, and what needs to happen next —
all from one place you actually control.
For Advisors & Brokers
Free
One deal. The essentials.
- 1 deal, 1 user, 20 qualified buyers per deal
- Opportunity Brief with link tracking
- Buyer identity verification & scoring
- Deal Book — your full deal narrative
- See who opened, who signed, who went quiet
For Advisors & Brokers
Starter
Professional deal rooms for small firms getting started.
- Everything in Free
- 3 concurrent deals, 100 qualified buyers per deal
- Branded Opportunity Briefs with your logo
- Phone + email Buyer Verification
- Enriched buyer intelligence — firmographics & qualification scoring
- Deal Book with section templates
- Buyer engagement tracking — who's active, who's not
- Team collaboration — invite your associates
- 30-day deal archive
- Email support
For Advisors & Brokers
Business
Run your pipeline like a real firm. Every deal, every buyer, full visibility.
- Everything in Starter
- 40 concurrent deals, 500 qualified buyers per deal
- Opportunity Briefs with A/B testing & engagement signals
- Custom Buyer Verification workflows
- Full buyer intelligence — proof of funds verification, acquisition history & behavioral risk scoring
- Deal Book with financials, charts & visual narratives
- Guided disclosure sequencing — control what buyers see and when
- Multi-deal pipeline view — every deal, one screen
- Real-time buyer activity feed
- Deal progression reporting
- 6-month deal archive
- Priority support
For Advisors & Brokers
Enterprise
White-label. Your brand, your domain.
- Everything in Business
- 50 concurrent deals, 1,000 qualified buyers per deal
- Complete buyer pre-vetting — live qualification, background checks & deal-readiness scoring
- Custom domain & full white-label
- API & webhook integrations
- SSO / SAML authentication
- Audit trail & compliance reporting
- Dedicated account manager
If your deal process runs on inbox searches, Dropbox links, and memory — you don't have a system. You have chaos.
CapBench introduces Guided Deal Progression™ — three stages every buyer moves through, with engagement tracking on every one. Brief, verify, Deal Book. You see exactly where each buyer stands.
Opportunity Brief
Your one-page teaser — branded, trackable, and you see exactly who opened it.
Buyer Verification
Your qualification step — buyers verify their identity and sign the NDA online before seeing anything sensitive.
Deal Book
The full deal narrative — financials, operations, and growth story in a format buyers actually engage with. Watermarked, one link, no buyer account needed.
Engagement Tracking
Who viewed, who signed, who read, who went quiet — across every stage, in real time.
Frequently Asked Questions
Is CapBench really free for buyers?+
Yes. Buyers never pay anything. They review the Opportunity Brief, complete verification, and read the Deal Book at no cost — no account needed.
Can I try it before committing to a paid plan?+
Absolutely. The Free plan lets you run one deal with the full workflow — Opportunity Brief, Buyer Verification, and Deal Book. No credit card required.
What happens when I hit my deal or buyer limit?+
Your existing deals keep running. You just won't be able to create new ones until you upgrade or close out a current deal.
Can I switch plans anytime?+
Yes. Upgrade or downgrade whenever you need to. Changes take effect on your next billing cycle.
Is my data secure?+
Yes. All plans include SSL encryption and audit logging. Deal Books are watermarked, and nothing sensitive is visible until a buyer completes verification.
Do I need to install anything?+
No. CapBench is entirely browser-based. Your buyers don't need to create accounts or install software — one link gets them in.
All plans include SSL encryption, 99.9% uptime SLA, and GDPR compliance.
Need something custom? Let's talk.