Capria has developed a thorough screening process that allows us to get to know you and your firm, allows you to gain a deeper understanding of our value-added approach, and provides us with an opportunity to mutually explore if a long-term partnership is a good fit. Our process will also help you navigate and enhance the way you approach other potential investors whether they are high-networth individuals, family offices, institutional investors, or foundations.
As a fund manager ourselves, we know first hand how frustrating it can be to not understand an investor’s decision making process while being evaluated.
As a result of our own experience, we have decided to share more about the steps in our process to become part of the Capria Network thereby becoming eligible for an investment. The order of these steps may vary as they are tailored and adjusted for each fund we screen. If a fund manager meets our criteria and is quick to respond to information requests we can move through the screening process in as little as 6-8 weeks. We look to “right size” our requests for information so that at each stage in our process we are more deeply getting to know one another.
Screening Process Steps
Example Screening Process Flow
This is meant as an illustrative example of how the screening process could proceed with a fund. There are many versions of how exactly this process could unfold.
- Application requested and then submitted
- Call(s) with Capria Investment Manager
- First additional information request (IR1) submitted
- Capria Quantum completed by all applicant firm partners
- Call with Capria Partner
- Second additional information request (IR2) submitted
- Capria partnership document reviewed by all applicant firm partners
- Additional calls with Capria Partners
- A deal review with Capria Partner
- Call with Capria Impact & ESG Manager
- Call with Capria Network Manager
- Reference Checks
- Capria IC consideration for partnership
- Term sheet offered and signed
- Master agreement signed
- Selected applicant participates in the next Intensive
Onboarding — Our Partnership & Becoming a Member of the Capria Network
Once the master agreement is signed we start our onboarding process where we open up access to our intellectual property, share resources the Capria Network has contributed, and introduce some of the tools we use to ensure we’re able to effectively work with one another moving ahead. Completing the Intensive is the final step in officially becoming a Capria Network fund manager at which point teams are able to receive initial investment from Capria.
Partner Engagement Model
Capria leverages the tools, resources, and connections we have developed as a fund manager ourselves and through our work with other fund managers in the Capria Network. We work with teams on a firm wide basis, focusing not only on the success of a fund but on building a world-class investment firm. Our support is provided in both structured (Intensive, 1:1 calls, Network activities) and unstructured (being vocal advocates with LPs behind the scenes) settings. We are a strategic, value-added investor that leverages first-hand knowledge of operating a global impact investment business and we take a long-term approach to partnering with fund managers. In turn, fund managers agree to be active contributors to the Capria Network, sharing intellectual property, expertise, and connections.
If you have additional questions please refer to our FAQ.