More Than A Financial Data Platform
Popular Features & Differences
Capnote is unique in a number of exciting ways. It was created by experienced financial professionals that were underserved by legacy platforms and tools, which have not evolved with the times. From practical experience and constant interaction with users, our team understands what you want to enhance your financial performance and productivity.
Unlike platforms that just display financial data, Capnote is an interactive cloud-based application dedicated to optimizing the management, processing and use of data for financial purposes. Users of Capnote get help sourcing, cleaning and interpreting data, connecting the dots between datasets and automating end-use workflows. Read more below about key features & differentiating factors.
Intelligent Automation
On your feed, you will receive personalized news from multiple sources, notifications and posts from your colleagues, experts or friends. This feature will help you save time and stay informed.
Customize & Private-Label
Save 1-week’s worth of manual work by automating a single cohesive financial report about a company to a pre-set template. Use it for preliminary research or as an editable draft for your own reports.
Earn Income & Save Money
On your feed, you will receive personalized news from multiple sources, notifications and posts from your colleagues, experts or friends. This feature will help you save time and stay informed.
One Click Reports & Content Generation
Save 1-week’s worth of manual work by automating a single cohesive financial report about a company to a pre-set template. Use it for preliminary research or as an editable draft for your own reports.
Personalized News & Data Feed
On your feed, you will receive personalized news from multiple sources, notifications and posts from your colleagues, experts or friends. This feature will help you save time and stay informed.
One Click Reports
Save 1-week’s worth of manual work by automating a single cohesive financial report about a company to a pre-set template. Use it for preliminary research or as an editable draft for your own reports.
Company Industry Matrix
Ask yourself, what industry is a company like Tesla in? The answer is its in multiple. Capnote uses proprietary algorithms to detect the various industries a company operates in. Capnote then uses this information to help you stay better informed of potential risks, growth opportunities, valuation signals and other key industry factors.
Interactive Value Chains
Use interactive visualizations to discover key suppliers, customers, institutional investors and other key relationships involved in a company’s value creation. Capnote tracks over 45,000 of such relationships and is constantly adding in more.
Watchlist & Portfolio Sensitivities
Get help with diversification. Discover the most common suppliers, customers, industries and tags in your watchlist or portfolio. You may not even realize that all the companies you have invested in all rely on the same key supplier or customer.
Dynamic Risk & Growth Factors
Capnote helps you identify and track key risk factors associated with companies or industries. These risks are based on financial performance or inherent operational qualities. Levels of risk will automatically change based on market factors like commodity prices.
Geographies & Maps
Visualize the geographic exposure of a company or portfolio. Many investors don’t realize the extent of the geo-political exposure in their portfolio. Capnote helps you connect the dots across subsidiaries and sales. Stay ahead of the curve by getting notified about geographic factors such as elections or conflicts.
Increase Your Financial Productivity Now
Join a growing community with thousands of financial professionals and investors from all over the world.