Kapzia

18/11/2025

Most private lenders operate with scattered spreadsheets, delayed reporting, and limited visibility into risk.

This client wanted a clearer way to manage their entire portfolio — so we built them a real-time system that shows everything in one place:

✔ Loan balance & capital deployed
✔ Monthly income
✔ Default rate
✔ Cashflow trends
✔ Borrower status
✔ Recent loans & risk flags

The result? Faster decisions, cleaner operations, and complete clarity across the entire book.

This is what modern lending looks like.

14/11/2025

We recently built a full Risk, Debt & Cashflow Forecasting System for one of our oil & gas family office clients — and the impact was immediate.

Before this system, their team was managing:
• 12+ disconnected spreadsheets
• monthly cashflow uncertainty
• manual scenario modeling
• delayed debt visibility
• slow investor reporting

After going live:
✔ real-time debt monitoring
✔ automated cashflow forecasting
✔ scenario planning in seconds
✔ clearer risk signals
✔ faster executive decision-making

Family offices are quietly becoming more data-driven — Deloitte reports that 55% now use analytics at a moderate or large scale.

Seeing everything in one place transformed how this client operates.

This is the future of portfolio clarity.
And we’re just getting started.

12/11/2025

From spreadsheets to strategy — this is what real data intelligence looks like.
Stop spending hours cleaning data. Start making decisions in seconds.

Kapzia turns your Excel files into live dashboards that tell the full story.

08/11/2025

Problems happen. Delays shouldn’t.
Kapzia’s intelligence engine spots risks the moment they surface — and keeps your performance steady.

02/11/2025

Every firm starts in Excel — but growth demands clarity.
Kapzia transforms your manual reports into live, automated intelligence.

01/11/2025

27/10/2025

How many spreadsheets does it take to find out if a borrower missed a payment?

Private lenders lose hours reconciling Excel sheets across deals, borrowers, and servicing reports. By the time insights reach decision-makers, the opportunity to act has passed.

Kapzia’s Data Intelligence System unifies loan, borrower, and portfolio data in real time — so you know what’s happening before it becomes a problem.

Real-time visibility → faster lending decisions → lower risk.

24/10/2025

In the world of family offices and private capital, insight is only as strong as the data behind it. According to :

‘Over half (55 %) of family offices now use data analytics … supporting better quality decision-making.’

At Kapzia, we believe this shift isn’t incremental — it’s fundamental. Firms that don’t build their data intelligence systems now risk losing their competitive edge.
Disclaimer: Based on Deloitte research and Kapzia’s internal analysis.

24/10/2025

In the world of family offices and private capital, insight is only as strong as the data behind it. According to Deloitte:

‘Over half (55 %) of family offices now use data analytics … supporting better quality decision-making.’

At Kapzia, we believe this shift isn’t incremental — it’s fundamental. Firms that don’t build their data intelligence systems now risk losing their competitive edge.
Disclaimer: Based on Deloitte research and Kapzia’s internal analysis.

21/10/2025

Most firms know how many deals they closed.
Few know how many they lost — and where.

With Kapzia’s Deal Funnel Dashboard, partners can track:

📉 Conversion rates at each stage (Sourcing → Diligence → Close)
⏱️ Average time per stage
📈 Deal source performance

When you can see where deals slow down, you can speed them up.

17/10/2025

The future of investor reporting is already taking shape.

By 2026, quarterly updates will no longer be enough.
According to Preqin and Bain’s 2024 data, limited partners are prioritizing real-time transparency over traditional static reporting.

🧠 Our Prediction:
Mid-market private equity firms that adopt real-time dashboards will gain a clear fundraising advantage — building stronger LP trust and faster insights.

Disclaimer: Based on public data from Preqin and Bain (2024) and Kapzia’s internal analysis of portfolio reporting trends.