Track your firm's growth and capabilities over time

Excellence in investment management is a journey that requires constant learning, evolution, and improvement. And last but not least, competitive spirit.

To support impact investment firms on their journey to become top-tier players, we have developed the Capria Quantum platform.

What is Capria Quantum?

Capria Quantum is a comprehensive, capabilities assessment tool to benchmark and support investment firms on their journey to become top-tier players. This evaluation generates actionable insights via a methodology informed by Capria’s continuous evaluation of hundreds of fund managers from around the world.

0 +
Areas on which firms are assessed
0
Categories that drive firm success
0 +
FM scores to compare with

We don’t know a single firm in the world that would have a perfect score when authentically assessing themselves with the tool.

How does it work?

The descriptions below explain what a world-class fund management firm looks like across each of the 9 Capria Quantum categories.

01 _

Team and Foundational Skills
Skills that Partners of investment firms need to have to manage and operate their businesses efficiently.

02 _

Finance and Operations
Effective operating processes, systems and policies that consistently deliver quality execution on a cost-effective basis.

03 _

Governance and Advisors
Essential governance policies, structures and processes; recruitment and working with highly qualified advisors.

04 _

Branding, Marketing & Business Development
Brand identity, reputation and market engagement that increases the flow of partners, entrepreneurs and investors.

05 _

Fundraising & Investor Relations
A clear, concise, compelling fund strategy and supporting materials that stand out amongst the 100’s of fund proposals reviewed by LPs.

06 _

Pipeline Development & Investment Process
A set of proprietary comprehensive deal sourcing strategies and partnerships which enable you to find and attract the best investments.

07 _

Portfolio Management, Support & Returns
An effective portfolio support process that supports operations and growth of invested companies with a clear focus on profitable exits.

09 _

Diversity, Equity & Inclusion
A framework to develop an integrated DEI strategy with the local context, and systems to create an inclusive culture at the firm.

08 _

Impact Measurement, Reporting & ESG
Impact strategy and ESG policies that clearly differentiate firm with buy-in and commitment from all partners and constituents.

09 _

Diversity, Equity & Inclusion
A framework to develop an integrated DEI strategy with the local context, and systems to create an inclusive culture at the firm.

In 4 quick steps

  • 1
    Register your
    Capria Account
  • 2
    Take the Quantum Evaluation
  • 3
    Benchmark results
    against your peers
  • 4
    Get access to
    exclusive resources
  • 1
    Register your Capria Account
  • 2
    Take the Quantum Evaluation
  • 3
    Benchmark results
    against your peers
  • 4
    Get access to
    exclusive resources

What Capria Quantum offers

Compare your scores against the average scores of fund managers in your region.​

Compare your scores against the average scores of fund managers across the globe.​

Track your progress and growth periodically by retaking the evaluation.​

Gain access to exclusive resources from Capria based on your scores.​

Become a part of our mailing lists and get monthly newsletters on highlights from the investing space.​

Benchmark your position in areas critical to your success

From fundraising to best practices for operations — Capria Quantum can enhance your skills to become a better fund manager.

Scroll to Top