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.
The firms that run the best process close the most deals.
Free
One deal. The essentials.
- 1 deal, 1 user
- Opportunity Brief with link tracking
- Buyer identity verification & scoring
- Deal Book — your full deal narrative
- See who opened, who signed, who went quiet
Starter
A few deals. Limited tracking.
- Everything in Free
- 3 concurrent deals
- Branded Opportunity Briefs with your logo
- Phone + email Buyer Verification
- 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
Business
Run your pipeline like a real firm. Every deal, every buyer, full visibility.
- Everything in Starter
- 40 concurrent deals
- Opportunity Briefs with A/B testing & engagement signals
- Custom Buyer Verification workflows
- 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
Enterprise
White-label. Your brand, your domain.
- Everything in Business
- 50 concurrent deals
- 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.
The firms that run the best process close the most deals.
All plans include SSL encryption, 99.9% uptime SLA, and GDPR compliance.
Need something custom? Let's talk.