--- title: "Capleva Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Capleva Software - reviews, pricing plans, popular comparisons to other Investment Management products and more." source_url: "https://www.capterra.com/p/10035370/Capleva/" page_type: "product" language: "en" --- # Capleva Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Capleva ## What is Capleva? Capleva is a cloud-based portfolio management software for venture capital teams, offering real-time intelligence to monitor performance and inform decisions. Its live dashboards synchronize data from multiple sources, enabling teams to track KPIs, milestones, IRR, MOIC, cash flows, and valuations by instrument and share class. The integrated liquidity planner models runway, funding rounds, and fund-level cash flows. Capleva automates data integration by extracting information from Excel or PDF files, while portfolio companies can securely upload documents. The built-in AI assistant aids with data extraction, summaries, and report generation. Consolidating financials, valuations, KPIs, and milestones into a single source of truth, Capleva empowers venture capital teams with actionable data for tracking, planning, and automation. ## What is Capleva used for? [Investment Management](https://www.capterra.com/investment-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €350 Usage Based, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Capleva?[Manage this product listing](https://www.g2.com/products/capleva/claim_requests/new?auto=true) ## Capleva Overview Updated September 2026 AI summary Capleva supports small and midsize organizations in investment management with tools for tracking investments, monitoring performance metrics, and managing portfolios. It enables portfolio rebalancing and financial management, offers an API for integration, and provides mobile access across devices. Capleva is delivered via cloud and mobile platforms, with optional features for investors and traders seeking flexible oversight. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Capleva 0.0 VS. [4.0 (9)](https://www.capterra.com/p/248341/Yardi-Investment-Manager/reviews/) Starting Price €350 Usage Based, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.9 (108) Value For Money 0.0 (0) Value For Money 4.0 (84) Customer Service 0.0 (0) Customer Service 4.4 (91) ## Capleva alternatives [3.3 (3)](https://www.capterra.com/p/207519/Sharesight/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 33% of reviewers rated it above 4 stars Highest Rated [4.7 (100)](https://www.capterra.com/p/186948/AppFolio-Investment-Management/reviews/) Starting price $650.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [MRI Property Management](https://www.capterra.com/p/79570/MRI-Software/) [4.3 (108)](https://www.capterra.com/p/79570/MRI-Software/reviews/) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/79570/MRI-Software/) [Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/) [4.1 (278)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/) ## FAQs about Capleva Overview ### What company size and specific industries is Capleva built for? Capleva is designed for venture capital firms, fund managers, portfolio managers, and investment analysts, making it a fit for organizations in the investment and asset management sectors. It is best suited to firms that manage portfolios, evaluate deals, and track investment performance rather than general business users. Features and Usability ### What are the key features of Capleva? Capleva offers portfolio management, portfolio rebalancing, and investments tracking for monitoring holdings and adjusting allocations. It also includes financial management, performance metrics, and an API, plus mobile access for viewing investment data and tools on mobile devices. Pricing ### How much does it cost and what fees or limitations are included? Capleva starts at €350 per month for the < 100M AUM plan, billed on a usage-based basis. That base price covers access to the mobile app, unlimited portfolio company tracking, and unlimited users. Additional fees apply for storage and AI calls. Getting Started and Support ### What training and onboarding options does Capleva offer? Capleva provides in person training and webinars to help teams get started. In person sessions allow direct, guided instruction, while webinars support remote learning and product walkthroughs. These are the confirmed training formats listed for Capleva. Getting Started and Support ### What customer support options does Capleva offer? Capleva provides email/help desk, FAQ/forum, knowledge base, and chat support. These channels give users multiple ways to find answers or contact support, but no reviewer feedback is available to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 877 Investment Management reviews Capterra reviewers highlight these as the features buyers value most when choosing investment management software: - **Performance Metrics** (**39%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**43%**) - **Investments Tracking** (**43%**) Capleva supports **Performance Metrics** and **Investments Tracking**, giving firms a way to monitor portfolio results and keep close watch over investment activity. However, it does not include **Reporting/Analytics**. Instead, it offers **Portfolio Management** (**40%**), which can help teams organize holdings and oversee investment strategies in one place, helping businesses track performance and manage portfolios with more confidence. API Application programming interface that allows for integration with other systems/databases Financial Management Plan, manage, and track the financial activities of an individual or organization For Investors & Traders Used by retail investors and active traders/day traders Investments Tracking Monitor capital allocation and asset prices over time Mobile Access Access software remotely via mobile devices Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Capleva 8 features ### All Features - API: Application programming interface that allows for integration with other systems/databases - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Investors & Traders: Used by retail investors and active traders/day traders - Investments Tracking: Monitor capital allocation and asset prices over time - Mobile Access: Access software remotely via mobile devices - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Rebalancing: Reallocation of assets to reflect changing investment goals or market conditions --- ## Pricing [View pricing plan details](https://www.capterra.com/p/10035370/Capleva/pricing/) < 100M AUM €350.00 Usage Based,Per Month It includes: - Enterprise security (SOC 2-ready infrastructure) - Unlimited users (no per-seat limits) - Access to the mobile app - Unlimited portfolio companies tracking - Fast onboarding (2-hour full setup) - Designed specifically for venture capital teams (partners, analysts, platform) < 200AUM €600.00 Usage Based,Per Month \> 200 AUM €850.00 Usage Based,Per Month ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.