Plug CapitalBridge into your existing fund systems
Your deal book, facility terms, and counterparty master data already live in NetSuite, Salesforce, a data warehouse, or an exported feed from your fund administration platform. CapitalBridge pulls that data in, so compliance runs on top of your existing source of truth instead of a parallel spreadsheet.
Messy spreadsheets in, clean data out.
Four-step flow: upload, detect schema, map with confidence scoring, commit. Borrowers keep sending the files they already use. Your system gets structured data, every time.
Three steps to connect your deal book
Connect your source system
Your team grants read-only API access (or sets up a scheduled file export) to the system your fund uses for its deal book: NetSuite, Salesforce, a data warehouse, or a platform like Allvue, eFront, or Investran. Setup is a one-time engagement handled by the Proceptio team.
Map entities, facilities, and covenants
Counterparty records, facility terms, covenant definitions, and transaction history are mapped into CapitalBridge's data model. Your chart of accounts and deal taxonomy stay on your side; CapitalBridge layers the compliance workflow on top.
Sync on a daily or on-demand schedule
New deals, amended facilities, and updated covenant definitions flow into CapitalBridge automatically. Your team manages deal data in one place, and compliance obligations stay in sync without duplicate entry.
Supported source systems
Proven connectors for the systems funds actually run on, plus custom data feeds for everything else.
Salesforce
Pull counterparty, opportunity, and facility records from your Salesforce org. Common for funds that use Salesforce as CRM alongside a separate deal book.
Data Warehouse
Scheduled pull from Snowflake, BigQuery, Azure SQL, or Postgres. Ideal when your deal data is already consolidated in a central warehouse.
Fund admin platforms
Scheduled feeds from Allvue, eFront, Investran, or your fund administrator's reporting exports. Mapped per engagement.
Custom connector
Built per engagement for bespoke internal systems, legacy databases, or proprietary deal management tools.
Counterparty data submissions
Portal-basedCounterparties submit their own financial data and documents through the self-service portal. Web forms, Excel templates, or CSV uploads, validated on submission. No integration into counterparty systems required.
One source of truth for your deal book
Your fund already manages its portfolio in a system of record. Copy-pasting deals, facilities, and counterparty records into a separate compliance tool creates drift, stale data, and reconciliation work. CapitalBridge reads directly from your system.
Deal data entered once
New deals, amendments, and extensions are captured in your existing deal book. CapitalBridge picks them up on the next sync. Compliance never lags behind the book.
Thresholds tied to live facility terms
When a facility is amended, repriced, or extended, the change flows through to the covenant definitions. No manual updates in a separate tracker.
New counterparties appear automatically
When a new counterparty is added to your deal book, its reporting obligations are generated from the cascading assignment rules without manual setup.
Every value traceable to its source
Each synced record is timestamped and tagged with its source system. Auditors can follow the chain from your deal book to the compliance submission.
Which of our systems does CapitalBridge integrate with?
The ones your fund already uses to manage its deal book and counterparty records. We offer a proven NetSuite connector, a Salesforce connector, and custom data connectors for warehouses (Snowflake, BigQuery, Azure SQL) or file feeds exported from platforms like Allvue, eFront, and Investran.
What data flows between your system and CapitalBridge?
We pull deal, facility, and counterparty master data from your fund's system of record into CapitalBridge. Counterparty entities, facility terms and amounts, covenant definitions, and drawdown and repayment transactions. CapitalBridge becomes the compliance workspace layered on top of your existing deal book, with a full audit log on every sync.
Does this integration touch our counterparties' systems?
No. Fund-side integrations only touch your fund's own systems. Counterparties submit their own financial data and documents through the self-service portal using web forms, Excel templates, or CSV uploads, with validation on submission.
What if our deal book is on a platform you do not have a connector for?
Proceptio builds custom connectors on a per-engagement basis. If your fund runs on Allvue, eFront, Investran, or a bespoke internal system, we work with your team to define a scheduled data feed (API or file) and map it into CapitalBridge during implementation.
How much does an integration cost?
Integration setup is a one-time cost ranging from $5,000 to $15,000 depending on the source system and complexity of the data mapping. This covers configuration, testing, and go-live support by the Proceptio team. There are no recurring integration fees beyond the standard CapitalBridge subscription.
See how it works with your portfolio structure
Book a 30-minute demo. We configure it with your actual portfolios, categories, and counterparties so you see exactly how CapitalBridge fits. No generic product tour. You talk to the team that built it.
"The gap between a $200K enterprise platform and a shared spreadsheet should not be this wide. We built the thing that belongs in that gap."