Capital BluePrint – Where capital meets clarity.

BluePrint Brief is designed for high net worth business investors, VC, PE, family office, and investment banking teams navigating high-volume deal flow.BluePrint Brief delivers a fast, comprehensive lens across your full diligence file—evaluating mandate fit, risk exposure, key financial metrics, and clear pros/cons.Capital decisions demand clarity. This is your edge.

Request a Sample Report

Capital Blueprint – What We Do

What We Do

Purpose-built for buy-side and allocation teams that prioritize analytical rigor, efficiency, and defensible decision-making.

Mandate-Driven Evaluation

Each opportunity is reviewed through your investment criteria. Independent analysts apply a structured, evidence-based scoring model to ensure alignment and transparency.

Decision-Ready Insight

Our scoring dashboards deliver quantitative clarity—performance indicators, risk exposures, and key differentiators—before deep diligence time is spent.

Accelerated Investment Judgment

Streamline screening workflows and direct internal bandwidth toward only high-conviction opportunities. Eliminate unnecessary calls and early reviews.

Due Diligence Workflow

Deal Submission

Upload all deal materials — investment decks, offering documents, financials, management reports, and analyses — in any available format.

Mandate Alignment Check

Automated screening confirms initial fit against your investment criteria and thesis.

Expert Evaluation

Independent analysts apply rigorous scoring (0–100) across predefined metrics to ensure consistency and transparency.

Findings Report

Receive a clear, concise assessment outlining deal strengths, key risks, and actionable insights to inform your decision.

Decision Point

Choose to decline, review further, or advance the deal for escalation — with reports typically delivered within 24–48 hours.

Reports typically delivered within 24–48 hours.

Capital Blueprint is trusted by

Institutional investors, dealmakers, and operators rely on Capital Blueprint to screen, score, and prioritise opportunities efficiently.

Private Equity & Independent SponsorsSystematically flag red flags and fast-track high-fit acquisitions using structured diligence briefings and scorecards.

Venture Capital Funds & Family OfficesReduce evaluation fatigue and align early-stage deals with your mandate through clear, concise, benchmarked briefs.

Commercial Real Estate Investors (LPs & Allocators)Compare real estate deals and sponsors apples-to-apples with Blueprint-style deal memos and underwriting insights.

Corporate Development & Strategic M&A TeamsScore and filter strategic M&A targets using structured frameworks — no analyst required.

Search Funds & Acquisition EntrepreneursRapidly filter SMBs and prioritize outreach with actionable summaries and market-aligned scoring.

Roll-Up Operators & ConsolidatorsPrioritize bolt-on acquisitions with Blueprint Briefs that score readiness, synergies, and execution risk.

M&A Advisors & Investment BankersPackage seller deals with credibility and speed using independent scorecards and structured pitch briefs.

Solo Capital Allocators & Emerging ManagersPunch above your weight by screening more deals with less effort, using analyst-grade tools built for solo GPs.

About Us

Focused Capital. Informed Decisions.

Our Story

Capital Blueprint was founded to help sophisticated investors manage the strain of excessive inbound deal flow and variable quality.BluePrint Brief overcomes the inconsistencies in inbound deal presentations. Our briefs take information in any format and produce a report:

Styled List

Professionally presented with organization, completeness & clarity
A well articulated business case, strategy explanation, and value proposition
Modeled against industry KPIs
And compared against standard industry mandates (alignment with investor-specific criteria such as sector, stage, geography, and deal size)

We help institutional teams filter and prioritize the most actionable and credible investment opportunities efficiently.

Leadership

William Cavalier is a seasoned “deal quarterback” with over 30 years of leadership across capital markets, M&A, securities law, and complex financial structuring.He has served as a hedge fund managing partner—achieving top-10 performance among 3,000 funds per MAR/Hedge—and as an OTCQX Designated Advisor for Disclosure (DAD) and Principal American Liaison (PAL), advising global companies on U.S. securities compliance and investor engagement.A recognized expert in complex disputes, William has testified before the NASD, NFA, AAA, CFTC, and federal and state courts. He has also held board roles in public companies, with industry experience spanning software, healthcare, oil & gas, and mining.

What You'll Receive

Find Out >

Basic Report
Contents

Executive Summary
Business Model & Revenue Mechanics
Market Landscape & Moat Analysis
Team Snapshot
Key Strengths & Risk Factors
Strategic Fit & Growth Pathways

Due Diligence Questions
Financial KPI Snapshot
Cap Table & Ownership Breakdown
IRR Drivers & Exit Scenarios
Investor Consensus & Recommendation
Compliance & Custody Issues
Scenario Analysis & Risk Heat Map

➡️ Request Sample Report

Request a Sample Report

Want to See How Capital BluePrint Would Score Your Next 10 Deals?

📧 [email protected] | 🌐 CapitalBlueprint.io

Privacy Policy

1. Capital Blueprint provides due diligence reporting services based on documents, data, and other materials submitted by clients. By using our site or submitting information, you agree to our Privacy Policy and terms of our Legal Disclaimer.

2. Information Collection
We collect and process information you voluntarily provide, including but not limited to:
- Business plans, pitch decks, financials, legal documents.
- Contact details (name, email, phone).
- Notes and data related to your investment or project.3. Use of Information
Your data is used to:
- Deliver due diligence reports and analysis.
- Communicate with you.
- Maintain internal records for service quality and compliance.We do not sell or rent your data to third parties.4. Confidentiality and Security
We treat all client submissions as strictly confidential. We use:
- Secure file handling systems.
- Restricted access to client files.
- Confidentiality agreements with staff and vendors.While we take reasonable steps to protect your information, no method of transmission or storage is 100% secure.5. Data Retention
We retain your submitted materials and reports as long as necessary to provide services, comply with legal requirements, and document due diligence processes.6. Your Responsibilities
By submitting materials, you represent and warrant that:
- You have the legal right to share the information.
- The data is true, accurate, and complete.
- You are not infringing on the rights of any third parties.You are solely responsible for compliance with your local, state, and federal laws and regulations.7. Regulatory & Legal Disclaimers
- No Investment Advice: Our reports are for informational purposes only and do not constitute investment, legal, tax, or financial advice.
- Not a Registered Advisor: We are not a registered investment advisor, broker-dealer, or fiduciary.
- No Recommendations or Guarantees: We do not recommend specific investments or guarantee the accuracy, performance, or outcome of any opportunity reviewed.
- Client Due Diligence: It is your responsibility to independently verify any claims made in submitted materials and conduct your own due diligence before making decisions.8. Compliance with Data Protection Laws
We strive to comply with applicable data protection laws:
- If you are located in the EU/EEA, you may have rights under the GDPR including the right to access, correct, or delete your data.
- If you are a resident of California, you may have rights under the CCPA, including access to and deletion of personal data.To exercise your rights under these laws, contact us at [email protected].9. Third-Party Access
We do not share your data with third parties except:
- As required by law or legal process.
- With third-party experts who support our analysis, under NDA.
- With your explicit consent.10. Changes to This Policy
We may update this combined policy from time to time. Any changes will be posted on this page with an updated effective date.11. Contact Information
For questions or to exercise your data rights, please contact:
[email protected]
469.767.8643
www.capitalblueprint.ioReminder
We strongly recommend that all clients:
- Conduct in-person meetings with any investment prospects.
- Seek legal and financial counsel.
- Never rely solely on third-party materials when making investment decisions.Effective Date: October 25, 2025

Legal Disclaimer

Disclaimer & Limitation of Liability

Capital Blueprint, a dba of Azure Resource Management LLC, provides strategic dealscreening, expert-reviewed analysis, and industry insights through its publication, theBluePrint Brief. We do not provide investment advice, manage capital, or act as a brokerdealer.

This BluePrint Brief is provided solely for informational purposes and does not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Financial projections are estimates and subject to change. Investors should perform independent due diligence and consult professional advisors before committing capital.

Capital Blueprint makes no representation or warranty, express or implied, regarding the accuracy, completeness, or reliability of any information contained in this Brief. We accept no liability for any losses, damages, or decisions arising from the use of this information.

All content is provided strictly for informational purposes. Investors should perform their own independent due diligence and consult with qualified professional advisors before making any investment or capital commitment