Capnote is an intelligence and productivity platform and community for finance, created by financial professionals with decades of international experience in banking and asset management. Read more about why Capnote is needed and the important problems and opportunities it addresses.
Below are some of the unique features and benefits that Capnote’s community enjoys:
- Financial Workflow Automation Not Just Data Display
- Multi-Industry Mapping For Companies
- Watchlist & Portfolio Sensitivities
- Adaptable Value Chain Visualizations & Analytics
- White-Label Customization For Organizations
- Users Can Earn Income From Their Expertise Or Data (Coming Soon)
Financial Workflow Automation Not Just Data Display
Legacy financial data platforms just aggregate and display data. They do not provide any significant assistance with next steps. Most professionals have to download data from these platforms and process it themselves to make the data useful. This takes a lot of time and expertise. Both of which may not always be available. These legacy tools have only been designed with specialists in mind and not the broader financial community.
Capnote was created to assist users with next steps and workflows after they receive new data. Examples include the conversion of data into insights that are actionable and personalized, or the automated creation of financial reports and alerts. This boosts productivity, saves time and money, allowing professionals to focus on generating income instead of repetitive time-consuming tasks.
Multi-Industry Mapping For Companies
Capnote recognizes the reality that every company may be operating in multiple industries at the same time. For example, ask yourself, is a company such as Tesla just an automotive company? Capnote’s algorithms indicate that whilst Tesla is involved in the automotive industry primarily, it also sells software, renewable energy, solar panels, energy storage devices and insurance. This understanding has significant implications for workflows such as risk management, portfolio diversification, competition analysis, valuation and more. Below is a diagram from Capnote’s value chains feature which show these related industries. To view this on Capnote, search for a company and click on the Value Chains tab.
Traditionally, only a company’s most dominant industry has been included by legacy platforms and regulatory bodies for classification. However, this omits significant information that can be used for better decision-making. From our estimations, US listed companies have operations that span across at least 3 industries on average. Capnote’s algorithms detect these nuances and empower professionals to improve their decision-making and performance.
Watchlist & Portfolio Sensitivities
Unlike typical platforms, Capnote’s watchlists and portfolios go beyond just listing companies or assets for reference. Capnote’s watchlists are unique as they show users a range of applicable sensitivities and concentrations to help them better understand their exposure.
For example, users are able to see an aggregate ranking of industries in their watchlist or portfolios, bearing in mind that each company can be in multiple industries. In the above illustration, the user can see that they have significant exposure to the Software industry and so may want to consider further diversification.
Users are also able to see the most common suppliers, customers or even commodities within their watchlist or portfolios. See the illustration below which shows that the company Jabil Inc is a supplier to 3 companies on the user’s watchlist including Amazon, Tesla and Apple.
To use this feature on Capnote, create a watchlist or portfolio and click on the sensitivities tab. You will be surprised at what you have outsized exposure to. This automation saves users immense amounts of time as completing these tasks manually would normally take an analyst weeks of work.