Brokers

Your book and the market in one place

Caplight gives your desk a CRM built for private-market deals, connected to live order flow and pricing.

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Built for intermediaries

One workspace for the firms that sit between buyers and sellers of private company stock.

Brokers

Track every buyer and seller you cover, and match them to live orders.

Placement agents

Take an allocation to the investors on your lists who fit it.

RIAs

Price client holdings and find buyers or sellers for them on the Live Market.

Broker CRM

A CRM that knows the private market

Keep contacts, firms, holdings and buy and sell interest in one place, and let Caplight suggest matches between them. Record a voice note after a call and Caplight drafts the updates to the contact for you to confirm.

Live Market and Connect

Put your orders in front of the market, on your terms

Post each bid and offer to the Live Market or keep it in the Darkpool, and share selected orders with your contacts. Connect routes inquiries and introduction requests between counterparties anonymously, and contact details are shared only when both sides agree.

Illustration of a buyer’s bid and a seller’s offer joined by Caplight Connect, anonymous until both sides agree to transact

Deal distribution

Send the right deals to the right list

Build contact lists in the CRM, filter your orders by side, size, sector, structure and freshness, and email the matching deals from your own Gmail account. Send once or on a schedule, and see the send status of every recipient.

MarketPrice and data

Price the deal before you pitch it

Caplight MarketPrice™ estimates a daily price for actively traded private companies from funding rounds, trades, orders and other observable signals. Trade history, funding rounds and fund marks sit alongside it on company pages, depending on your plan.

Caplight MarketPrice dashboard showing a live price and one-year price history chart

MCP and API

Ask Claude about your book

Connect Claude to Caplight and ask about your contacts, your orderbook and the market in plain language. The REST API delivers Caplight market data to your own systems.

Questions and answers

Can I bring my existing contacts?

Import contacts from a CSV file, with their holdings or their orders and indications if you track them, or add contacts one at a time.

How do voice notes work?

Record a note on the web or in the Caplight iOS app. Caplight transcribes it and drafts the updates it heard: new or changed interests, the contact’s preferences, and any new contacts. You review each draft before it is saved.

Who can see my orders?

Each order goes to the Live Market or stays in the Darkpool, out of other users’ view, and you can share selected orders with your contacts. Inquiries on your orders stay anonymous until both sides agree to share contact details.

Is there a mobile app?

Yes. The Caplight iOS app, on eligible plans, includes the Live Market, your orderbook, company data and voice notes.

Is every feature on every account?

Some of the tools on this page, including the CRM, voice notes and deal distribution, are switched on per account. Book a demo and we will set your account up with the ones your desk needs.

See Caplight with your own book

Book a demo and we will walk your desk through the CRM, the Live Market and deal distribution.

Book a demo