Cap Orbit Docs

Overview

Learn what Cap Orbit is and how it's organized.

Cap Orbit is an AI terminal for commercial real estate fund teams. You drop a deal's documents in, ask for what you need in plain language, and the work comes back as files: models, memos, and decks in the deal's file panel, ready to open, check, and send.

Each deal keeps its own files, conversations, and memory, and everything belongs to your organization.

Finding your way around

AreaWhat it is
The terminalThe conversation pane. You type, dictate, or run commands; the terminal works and reports back.
The WorkbenchThe file panel on the right. Uploads, previews, version history, and Output Formats live here.
DealsThe sidebar, organized by stage from Screening through Asset Management. Each deal opens to its own sessions and files.
PortfolioA view across every deal in your organization, for admins.
The billing portalA separate site, reached from the user menu, for team, seats, usage, and billing.

Next steps

  • Quickstart: sign in, create a deal, and get your first deliverable in a few minutes.
  • Deals and files: deals, stages, and the areas where files live.
  • Sessions: how conversations keep working, reopen, and share what they learn.
  • Commands: asking in plain language and the / menu.

For the rest of the product: The terminal, Files, Administration, and Help.

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