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CapWise is a Webflow template for private investment firms in venture, growth, private credit and real assets. 30 pages, 3 home layouts, 4 linked CMS collections, investor portal pages and a Figma file included.

CapWise: Investment Firm Webflow Template

Founders, limited partners and co-investors all check a firm's website before they take a meeting. They want to see the strategies, the portfolio and the people, and they want it to feel as considered as the firm itself. CapWise is built for private investment firms: venture, growth equity, private credit and real assets, run by one team. It gives you a calm, editorial site that explains each strategy, shows the portfolio and gives investors a clear way in.

What's Included

CapWise includes 30 pages with three home layouts, three portfolio layouts and four linked CMS templates, so you can launch a one-strategy fund or a multi-strategy firm.

  • Home V1 / V2 / V3
  • Strategies / Strategy (CMS template)
  • Portfolio V1 / V2 / V3 / Company (CMS template)
  • Team / Team Member (CMS template)
  • Insights / Insight (CMS template)
  • About, Investors, Founders
  • Contact V1 / V2 / V3
  • Sign In, Request Access, Reset Password
  • Privacy Policy, 404, 401
  • Style Guide, Licenses, Changelog, Instructions

Built for Investment Firms

  • Strategies that connect: each strategy links to its portfolio companies, team lead and partners, so updating one CMS item keeps every page in sync.
  • Three portfolio layouts: a card grid with strategy tabs, a ruled list sorted by year, and a logo bubble wall with portfolio stories told by the numbers.
  • Company pages: facts, investment year, status, board member and more companies from the same strategy.
  • Team and insights: partner profiles with board seats and writing, and an insights hub for quarterly letters, research and firm news.
  • Investor and founder pages: LP reporting, a pitch form for founders, and Sign In, Request Access and Reset Password pages for an investor portal.
  • Soft image system: photo tiles with frosted UI cards, focus-in reveals and a design that stays restrained and editorial.
  • Native interactions: load sequences, scroll reveals, a pinned fund timeline and hover states, all built with Webflow Interactions and no custom code.
  • Fully responsive: desktop, tablet and mobile, with swipe rows and stacked tables on small screens.

Figma source file included. All pages, components and styles. Email hello@loonis.co with your receipt.

Ready to launch your firm's website? CapWise is the starting point.

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Single Use License

Can only be used by you or one client for one end product. You cannot resell or redistribute this template in its original or modified state.

Free License

This template is free to use in both person and commercial projects. You cannot resell, redistribute, or license this template in its original or modified state.

Loonis supports this template
Designed by Loonis

Questions about this template? Just reach out to the template designer and they will get back to you within 2 business days.

For advanced design guidance, please share your questions in the Webflow Forum or reach out to a Webflow Partner.

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For template support, please check the Support tab.

Is there a template demo available?

Use the Preview in Designer option to make any edits to the template pages and preview how the layout would fit your content. Changes in preview mode won't be saved.

Can templates be used in existing projects?

It isn't possible to apply a template to an already existing project. Instead, you'll need to create a new project based on the Template.

Can templates be exported?

With a Core plan (or higher), you can export sites you build in Webflow, including templates, to host them anywhere you'd like.

How to purchase a template from a legacy team account?

Webflow templates are only available for purchase through Workspaces and legacy individual accounts.

How to remove the CMS functionality from a template?

CMS templates are designed to use the power of the Webflow CMS. It is possible to downgrade to a Basic Site Plan as long as all CMS content is deleted from the project.

Use the View Connections tool to understand where the CMS content is on the site and delete any dynamic listings and CMS content. We also recommend you to check Components and the Collection page Templates.

How to remove the Ecommerce functionality from a template?

Ecommerce templates are designed to use the power of Webflow Ecommerce. It is not possible to remove Ecommerce from a template, however, deleting all Ecommerce Products and Categories from the project, will allow to select a lower Site Plan.

How to remove the Memberships functionality from a template?

Membership templates are designed to use the power of Webflow Membership. It is not possible to remove Memberships from a template.

Subcategory
Banking & Investment
Banking & Investment
Finance & Accounting
Finance & Accounting
Features
CMS
CSS Grid

Reposition and resize items anywhere within the grid to produce powerful, responsive layouts — faster and without code.

CMS
Forms

Build your lead lists and subscriber base with beautiful forms.

CMS
Interactions

Comes with animations and interactions for additional polish and usability.

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