Capnote – Consulting (Private Platform)
The Capnote Private Platform is an interactive digital application that has been designed to help Consultants digitize their expertise, deepen engagement with their clients, save time and generate income.
Capnote’s founders have over two decades of international banking and hedge fund experience. We understand the importance of deeper client engagement and ability to monetize your proprietary analysis.
Comprehensive Data & News
Receive access to comprehensive data and news including 11,700+ publicly listed companies, 45,000 supply chain relationships, 100+ industries and 154 commodities or market indicators.
Save Time & Money with Automations
Save time and money with automations like the one-click memo which reduces up to a week's worth of research time into a single click. Consultants can even design a template research report that is populated with updated data.
Alignment of Risk Appetite & Opportunities of Interest
Better discover and align with clients’ risk appetite and interests. Capnote’s automated risk and growth factors for industries and companies can be adjusted to suit clients’ preferences or track specific indicators.
Private Social Network
Deepen client engagement with a private social network where each client is only connected to members of your team, specialists or service providers.
Generate income by marketing and selling products and services directly to clients on the platform. Build a library of reports and research for sale to your clients.