Capture Profile
Set up and manage your CLEATUS Capture Profile, the company profile that drives your recommendations, the agent, and your proposals.
Your Capture Profile (formerly the Company Profile) tells CLEATUS what your company does and which work you want. The artificial intelligence (AI) matching engine scores every opportunity against it. The CLEATUS agent and the proposal writer also read it. A complete, accurate profile gives you better matches and stronger drafts.
Or just ask CLEATUS
Review my capture profile and help me strengthen any Low-strength capabilities
The agent reads your profile, explains each weak capability, and asks you for missing details. It saves a change only after you approve it.
Who can open the profile:
Users with the Limited Member role cannot open the Capture Profile.
Open your Capture Profile
In the sidebar, under Setup, click Capture Profile. The profile has four tabs:
- Company Details: who you are, and which contract sources and locations you want.
- Capabilities: the services that you deliver.
- Preferences: the kinds of contracts that you want more or less of.
- Experience: the contracts and contract vehicles that you already won.
The Profile Strength meter at the top right shows how complete your setup is. Open it to see what to do next.
Company Details
Changes on this tab save automatically.
- Auto-fill from SAM.gov: Click Import from UEI and enter your 12-character Unique Entity Identifier (UEI). CLEATUS imports your business information from SAM.gov.
- Company Information: Enter your business name and website. After a UEI import, this section also shows your registration details. These include the business address, start date, registration date, and annual revenue. They also include the Commercial and Government Entity (CAGE) code.
- Contract Source: Select the sources that you want. Then select Prime contracts, Subcontracts, or both. The sources are:
- Federal: contracts on SAM.gov.
- DIBBS: spare-parts requests on the Defense Logistics Agency (DLA) Internet Bid Board System (DIBBS).
- State & Local: state, local, and education procurement.
- SBIR / STTR: Small Business Innovation Research (SBIR) and Small Business Technology Transfer (STTR) solicitations.
- Grants: federal grant opportunities.
- Forecasts: upcoming federal opportunities before the solicitation is released.
- Connect sources: To connect General Services Administration (GSA) eBuy, click Manage integrations.
- Place of Performance: Leave it empty to include every location. To limit states, select Only these. To exclude a few states, select All except. You can also limit matches to specific countries.
- Set-Aside Programs: Add every set-aside program that you qualify for. With no set-asides selected, CLEATUS recommends only contracts that are open to everyone.
- Certifications & Structure: Enter your Business Structure, for example "limited liability company". Under Industry Certifications, click Add certifications to pick from the Certifications Library. If a certification is not in the library, add your own.
Capabilities
Capabilities have the largest effect on your recommendations. Each capability describes one service that you sell.
- Add a capability: Under Your Capabilities, click the add card. Enter a Capability Title, a Description of up to 450 characters, and up to three Differentiators.
- Import from a capability statement: Click Import from Capability Statement and upload a .pdf, .doc, .docx, or .txt file. CLEATUS adds the new capabilities that it finds and keeps your existing ones.
- Check before you save: CLEATUS checks each new or edited capability. If it finds a problem, it shows what to improve. Edit the capability, or click Add Anyway (Update Anyway for an edit) to save it as it is.
- Capability strength: CLEATUS grades each capability High, Medium, or Low strength. Hover a badge to see how to improve it.
- Strengthen with AI: CLEATUS does not match Low-strength capabilities to contracts. When a warning shows, click Strengthen with AI. The agent helps you rewrite each weak capability and saves only what you approve.
Hover over the light bulb icon next to the Capabilities heading to see the Capability Guide. If you need a capability statement, use the free Capability Statement Builder.
Preferences
The Preferences tab (Refine Preferences) tells CLEATUS which contracts to rank higher, rank lower, or remove. Changes save automatically.
- Click Browse & Add Preferences.
- Pick presets from the library, or type your own preference.
- Set a weight for each preference:
- Must Have: CLEATUS removes contracts that do not match.
- Prefer: CLEATUS ranks matching contracts higher.
- Avoid: CLEATUS ranks matching contracts lower.
- Must Avoid: CLEATUS removes matching contracts from your recommendations.
CLEATUS also learns from the recommendations that you accept and dismiss. A preference that it learns shows the label Learned from activity. You can change its weight or remove it.
You can also tell the agent what you want more or less of. For example, ask it to "avoid contracts under $50K and prefer remote-only work". The open Preferences tab updates while the agent works.
Experience
The Experience tab lists the contracts and contract vehicles that you won.
- When your profile has a UEI, CLEATUS imports your federal contracts and vehicles from SAM.gov.
- To add other work, click Add Experience. Select a type: Federal, State/Local, Private, or Sub.
- Use the search field, Filters, and Sort by to find an entry.
CLEATUS also matches opportunities against your award history. In Contracts > Recommended, these cards show a Past Performance badge. Hover the badge to see the award that matched.
Keep your profile current
Review your Capture Profile every two to three months. Add new capabilities, certifications, and awards as soon as you have them. A current profile gives you:
- Recommendations that match your latest qualifications.
- Fewer contracts outside your service area.
- More accurate AI-generated proposals.
Frequently asked questions
What is the Capture Profile?
The Capture Profile (formerly the Company Profile) describes what your company does and which work you want. CLEATUS uses it to score recommendations. The CLEATUS agent and the proposal writer also read it.
Why keep it updated?
A current profile gives you better matches and more accurate artificial intelligence (AI) proposal drafts.
How do I set it up or edit it?
In the sidebar, under Setup, click Capture Profile. Complete the four tabs: Company Details, Capabilities, Preferences, and Experience. Changes on Company Details and Preferences save automatically. See Setting Up Your Capture Profile.
Where did Bid/No Bid, AI Insights, and Past Performances go?
Bid/No Bid and AI Insights are now the Preferences tab. Past Performances is now the Experience tab. Your company name and logo moved to Settings > Edit Company. Integrations moved to Settings > Integrations.
What are preferences?
Preferences tell CLEATUS which contracts to rank higher, rank lower, or remove. Each preference has a weight: Must Have, Prefer, Avoid, or Must Avoid. A Must Have preference removes contracts that do not match. A Must Avoid preference removes contracts that do match.
What should I mark as Must Avoid?
Mark only true deal-breakers, for example:
- Contract values above your bonding capacity.
- 24/7 or on-site support that you do not offer.
- Hazardous materials or union-only labor requirements.
- Security clearances that you do not hold.
- Response windows that are too short for your team.
- Agencies that you never pursue.
What should I mark as Prefer?
Mark the work that you want more of, for example:
- Your target contract value band.
- Remote-only or hybrid delivery.
- Opportunities that allow teaming or subcontracting.
- Response windows of 30 days or more.
- Renovation or repair work instead of design-build.
Use Avoid for work that you dislike but sometimes accept.
Can the agent edit my profile for me?
Yes. Tell the agent what kinds of contracts you want more or less of, and it adds or removes preferences. It can also grade, rewrite, add, and delete capabilities. The agent confirms each change with you before it saves.
What does capability strength mean?
CLEATUS grades each capability High, Medium, or Low strength. A strong capability says what the service does, who it is for, your methods, and what you deliver. CLEATUS does not match Low-strength capabilities to contracts. Click Strengthen with AI on the Capabilities tab to fix them.
Who can see my profile?
Only users in your organization. Users with the Limited Member role cannot open the Capture Profile.
How often are matches updated?
CLEATUS scores new opportunities against your profile and adds strong matches to Contracts > Recommended. To get new recommendations by email, open Settings > Notifications and turn on Recommendations. See Using Settings. You can also add any contract yourself from Contracts > Search, or import one from Contracts > Imported Contracts.
What is the Experience tab?
It is a record of the contracts and contract vehicles that you won. CLEATUS uses it to match you to similar opportunities and to support past performance content in proposals.
How does CLEATUS get my awards?
When your profile has a Unique Entity Identifier (UEI), CLEATUS imports your federal contracts and vehicles from SAM.gov. You can review and edit them.
What if an award is missing?
Add it: Capture Profile > Experience > Add Experience. Select Federal, State/Local, Private, or Sub as the type.
How does CLEATUS use my awards?
CLEATUS matches new opportunities against your award history. In Contracts > Recommended, those cards show a Past Performance badge. Hover the badge to see the award that matched.
How do I know if I am small for a NAICS code?
Small business size is set per North American Industry Classification System (NAICS) code. CLEATUS shows the Small Business Administration (SBA) size standard under the NAICS code on contract, pursuit, and award pages. Compare that limit with your own revenue or employee count.
Still stuck? Talk to our team