For Investment Groups & Operators

Stop running cask portfolios on
spreadsheets and WhatsApp.

CASPOMA replaces the patchwork — one system of record per investment group. Every cask, every cost, every cover, member-facing on day one.

I.  Four outcomes

What changes the day you switch.

i.

Show members their portfolio without a CTO.

Member-facing portal lands on day one. White-label your brand. The CASPOMA name lives in the footer, not the wordmark.

ii.

Survive an audit without the all-nighter.

Every change is logged. Every state is recoverable. When a member's lawyer asks "what happened in March 2024?" — you answer in two clicks, not two weeks.

iii.

Onboard a member in minutes, not days.

KYC, invite, role-assign, first cask in the system. The longest part is collecting the documents — CASPOMA isn't the bottleneck.

iv.

Sleep through a member-data leak.

Tenant isolation enforced at the database layer, not the application. Your members' data cannot accidentally meet another investment group's — it physically cannot.

II.  Where we sit

The record, not the warehouse.

Warehouse and distillery systems run the industrial life of the spirit — production, regauging, movements, bottling. CASPOMA does the one thing they don't: the group-side record of who owns what, what it cost, and what covers it. One phase, one audience, done properly.

Your warehouse keeps its own systems. We ask nothing of it.

Your members get their record — valuations, documents, cover — under your brand.

CASPOMA never touches the spirit. We keep what outlasts it.

III.  What you get

The deliverables, stated plainly.

Not the marketing pitch — the list you'd hand a procurement officer. We'd rather you read the deliverables than the slogans.

  • 01

    Member-facing portal, white-labelled

    Your brand, your domain, no CASPOMA wordmark above the fold.

  • 02

    Audit log, every change, every actor

    Append-only. Exportable. Queryable in seconds, not in retrospect.

  • 03

    Role-based access, member & admin

    Members see their own. Admins see the investment group. Nobody sees both by accident.

  • 04

    Document vault per cask

    Distillery certificates, insurance policies, warehouse contracts, valuations — versioned, never overwritten.

  • 05

    Valuation tracking, history preserved

    Every valuation is a row. Trend, mark-to-market, original cost — visible at a glance.

  • 06

    Cover-status traffic lights

    Insurance lapsing. Warehousing overdue. Notification rules tuned by you, surfaced at the cask level.

  • 07

    Member self-service for the easy questions

    Members answer their own "where is my cask, what is it worth" without phoning you on Sunday.

IV.  Talk to us

Tell us about your investment group.

A short call. No deck. We'd rather understand your members and your operation than walk through our screens.

Request a walkthrough

Or write to clubs@caspoma.com