Capcade Walkthrough

Capcade is now live for early access

Welcome to Capcade

Registration

The registration process on Capcade can be done in less than 2 minutes
  1. Visit https://app.capcade.com/#/p/request-access
  2. Select one or some of the actions you would like to perform on Capacde. Don’t worry, these only are indicators and will not pigeon hole your organization into a specific role, it’s simply for the onboarding process.
  3. Fill out the relevant details for your organization (name, address etc.)
  4. Select where you want your data to be stored (EU and US data centers are free, country specific data centers are a premium option that can be discussed with your account representative)
  5. Hit submit! We will review your registration and contact you right away.

Inviting Colleagues

Inviting colleagues to Capcade is easy
  1. Go to the Organization section
  2. Select Users
  3. Press the “Invite User” button
  4. Invite one or multiple users to your organization
  5. Your colleague(s) will receive an invite in their inbox

Creating Groups

Creating Groups is a great way to make permissions easier
  1. Go to the Organization section
  2. Select Groups and Permissions
  3. Press the “Create Group” button
  4. Label and describe the Group
  5. Add your relevant colleagues

Create a Transaction

All Capcade transactions are created as drafts first so your colleagues can work together before finalizing
  1. Go to the Requests section
  2. When on the“Owned request” tab, press the Create New Transaction button
  3. Select the type of transaction
  4. Enter basic details
  5. Press the Create Request button

Orchestrate a Transaction

Capcade makes orchestrating transactions easier than ever
  1. Select the relevant transaction from the “Owned request” tab in the Requests section
  2. Select Access Management
  3. Invite colleagues to the transaction with the “Add Users” button
  4. Select Data Room and upload files and folders
  5. Press the “Document Permissions” button to give your colleagues view and edit rights to relevant files and folders

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Transaction Lifecycle Orchestration — manage loans, M&A, and real estate deals from origination to compliance, closing and portfolio management

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Capcade Inc.

Transaction Lifecycle Orchestration — manage loans, M&A, and real estate deals from origination to compliance, closing and portfolio management