Built by the team behind enterprise data infrastructure
Proceptio builds data systems for organizations like IKEA and Baillie Gifford. CapitalBridge applies that same engineering discipline to portfolio compliance.
We saw the spreadsheet problem up close
Proceptio has spent years building data infrastructure for institutional clients. Financial services, consumer brands, asset managers. The work is always the same at its core: take messy, fragmented data and turn it into something reliable.
During that work, we kept seeing the same pattern inside portfolio management teams. Fund managers tracking compliance in spreadsheets. Covenant calculations done manually in Excel, copy-pasted between tabs, emailed back and forth with borrowers. A missed cell reference could mean a missed covenant breach. A lost email could mean a compliance violation nobody caught until the quarterly board meeting.
The tools that existed to solve this fell into two camps. Enterprise platforms from the big vendors, costing $100K or more with 12-month implementations and consultants billing by the hour. Or Excel. There was nothing in between for teams managing 50 to 300 counterparties who needed real compliance tracking without a six-figure software budget.
We built CapitalBridge to fill that gap. It is a production-grade compliance platform that deploys in four weeks, not twelve months. It handles the same workflows the enterprise tools handle (cascading reporting assignments, automated escalation, covenant monitoring, multi-currency support) but without the implementation overhead. You talk to the engineers who built it. There is no consulting layer.
"We kept seeing the same pattern: smart teams, critical data, fragile spreadsheets. The tools that existed were either too expensive or too generic. So we built the one that was missing."
How we build software
Complexity is the enemy
Simple configuration, cascading rules, sensible defaults. You should be able to set up reporting requirements for an entire portfolio in an afternoon, not a quarter. No consulting engagement required.
Automation over process
If a human has to remember to do it, automate it. Submission creation, deadline reminders, escalation notifications, currency rate updates. Five automated jobs run daily in production. Zero manual intervention.
Both sides matter
Portfolio managers and counterparties both get purpose-built interfaces. The counterparty portal is not an afterthought. When counterparties can see what is due, upload documents, and track their own compliance score, they stop emailing you.
Prove it in production
CapitalBridge runs in production today with real counterparties, real financial data, and real compliance deadlines. Seven portfolios. 191+ counterparties. 27 reporting requirement types. This is not a demo environment.
Enterprise-grade infrastructure, proven at scale
Proceptio's data infrastructure powers operations at some of the world's most recognized organizations. CapitalBridge is built on that same foundation.
Data infrastructure for IKEA and Baillie Gifford
Through Proceptio's NetSuite Sync platform, we build and maintain the data pipelines that enterprise teams rely on daily. That same attention to reliability, uptime, and data integrity goes into every part of CapitalBridge.
Live counterparties, daily automated jobs
191+ counterparties across 7 portfolios. Five background jobs running daily. Not a prototype.
Enterprise-grade security
End-to-end encryption, multi-factor authentication, role-based access control, full audit trail.
Encryption at rest and in transit
TLS 1.2+ for all connections. Azure encryption for stored documents and financial data.
Azure hosted, configurable residency
Deployed on Microsoft Azure with regional data residency options. EU hosting available by default.
Want to see how it works with your portfolio structure?
Book a 30-minute demo. We configure it with your actual portfolios, categories, and counterparties. No generic product tour. You talk to the team that built it.