Built for note investors

Your investors, and their cash flow, in one place.

Stop running your book on a spreadsheet. Capsia gives every investor a login to see their note, their payments, and their statements. You log a payout once. They see it right away.

2Sides, one space
1stLien, on the record
9.5%Shown, not promised
Investor view Active
$75,000
Capital invested · funded Nov 10, 2025
9.5%Annual
$594Monthly
Nov '28Maturity
CR-1042
3120 Oakhurst Ave, Memphis TN
1st lien
Performing
Distributions to date$3,562
The spreadsheet wall

One investor and a spreadsheet works. Five breaks it.

Payments slip. Texts pile up asking if money went out. You look unsure of your own book. The fix is not a bigger spreadsheet. It is a clean space your investors can see for themselves.

One portal, two sides

You run the book. They watch it grow.

Everything you log on the operator side shows up on the investor side. No double entry, no exports, no guessing.

Operator side

Your firm console

The back office of a real note business, in one quiet place.

  • + Add investors and log their notes in seconds
  • + Record each payout with one click
  • + Track every deal from funds to first payment
  • + Share documents and message on the record
Investor side

Their secure login

Transparency that turns "trust me" into "see for yourself."

  • + A dashboard with capital, returns, and status
  • + The real note behind their money
  • + Every distribution and a clean statement
  • + A private thread straight to your firm
What is inside

Built around how a note actually works.

Not a syndication tool bent to fit. A portal that speaks loans, servicers, liens, and payments.

01

Investor book

Every investor you manage in one list. Active and archived, always current.

02

The note on file

Loan, servicer, property, lien position, and rate. The asset behind the money, on record.

03

Payouts

Log interest or principal in one click. The investor sees it post the same moment.

04

Boarding checklist

Funds received, assigned, recorded, serviced, first payment. Nothing slips through the gap.

05

Statements

One clean statement per distribution. Your investors stop asking for receipts.

06

Secure messages

A private thread per investor. Everything stays on the account record.

07

Activity log

Funds in, payments out, who logged in. A clean trail if anyone ever asks.

08

Investor logins

Create a login at their email. They set their own password and turn on two-factor.

09

One firm, one space

Quiet, clean, and yours. No clutter, no shared feed, no noise.

Security

Their data stays theirs.

You are trusting Capsia with investor records and money on the line. Here is how that data stays private and protected.

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Walled off by firm

Your records sit behind database-level isolation. One firm can never see another's data.

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Each investor sees only their own

Every login is scoped to a single investor's records. No shared views, no crossed wires.

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Two-factor sign-in

Operators and investors can add a one-time code at login for a second lock on the door.

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Encrypted connections

Every page and login runs over an encrypted connection, start to finish.

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Protected logins

Passwords are hashed, and accounts lock after repeated failed attempts.

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No card numbers stored

Payments run through our processor. Card details never touch our servers.

The investor dashboard

When they can see it, they relax.

An investor who logs in and sees a real first lien paying on schedule does not text you for updates. They watch the number climb and stay for the next deal.

Get early access
$75,000Capital invested
9.5%Annualized return
$2,969Distributions YTD
ActiveTerm ends Nov 2028
Built by a note investor
I built Capsia for my own investors first. It is the tool I wished I had when my spreadsheet hit its limit. Now it runs my book.
— The operator behind the portal
Founding access

Lock in the founding rate.

Capsia is opening to a small group of note operators first. Founding members set the roadmap and keep their rate as the product grows.

Price scales with your book. A small operator pays less. As you add investors, it grows with you.

Early note operators
$79 / month
Founding rate for a small book. No card to look around.
  • + Both sides, operator and investor
  • + Unlimited notes and distributions
  • + Secure logins and statements
  • + A say in what gets built next
Request your spot
Straight answers

Questions, handled.

Is this only for note investors?

The brand is for private capital, but Capsia is built note-first. It speaks loans, servicers, and liens, not syndication waterfalls. If you manage note investors, it fits.

Do my investors need anything to use it?

No. You create a login at their email. They set their own password and can turn on two-factor at first sign-in.

What if I only have a couple investors?

Then it is light and cheap. The portal earns its keep the moment you have more than one person asking when their payment posts.

Can investors see the actual note?

Yes. The loan, the property, the lien position, and the servicer are on record. That transparency is what makes raising the next dollar easier.

Ready when you are

Stop running your book on a spreadsheet.

Give your investors a login, give yourself a clean back office, and look like the firm you already are.

Get early access