Docs

Getting Started

How to evaluate CapGrowth OS, prepare for onboarding, and navigate the core modules.

What CapGrowth OS is

CapGrowth OS is the operating system for private lending and capital management. It connects capital, loans, investors, payments, collections, accounting views, analytics, portals, and multi-company administration.

Suggested evaluation path

1) Read Platform Overview. 2) Walk the Product Tour screenshots. 3) Review Security and Pricing. 4) Request a tailored demo with your loan and investor counts.

Before go-live

Prepare company information, loan book, borrower and investor data, capital balances, loan products, branding, user list, and operating policies.

Sign in

Production access is at app.capgrowthos.com after your workspace is provisioned.

Questions About This Topic?

Request a demo and we will cover this workflow against your portfolio and team structure.