CapitalHQ is part of Wholesale Investor, the leading private markets platform for HNW and professional investors
Why CapitalHQ?
As an advisor, you need a streamlined way to manage client deals, showcase your expertise, and attract high-value clients. CapitalHQ helps you create professional Deal Rooms to organize client transactions, engage investors, and scale your advisory services—all from a free-to-set-up platform.
Smart Deal Rooms for Advisors
Securely organize & share client materials, track investor activity, and streamline capital raises, M&A, or business sales.
Automated Investor & Client Updates
Save time with automated investor engagement tools, FAQs, and real-time tracking to keep clients informed and deals moving.
AI-Driven Deal & Client Management
Monitor investor interest, track client deal progress, and gain real-time insights to close transactions faster.
Exclusive CapitalHQ Marketplace & Showcases
Get featured in private investor events & online showcases, ensuring your clients gain maximum exposure to key stakeholders.
100% Secure | GDPR Compliant | Trusted by Leading Advisors & Firms
See How CapitalHQ Works in Just 2 minutes
PROVEN RESULTS
50%
Faster Deal Execution & Capital Raising
3X
More Investor & Buyer Engagement
Seamless Due Diligence & Client Management
How it works
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Sign Up & Set Up Your Deal Room
Get started in minutes at no cost.
Manage Client Deals & Share Key Documents
Engage investors and buyers with structured, professional deal materials.
Track Investor Interest & Close Deals Efficiently
Automate follow-ups, gain insights, and scale your advisory business faster.
This is our second raise with WI...
Had strong investor leads coming through the platform."
James D.
Managing Director
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