FAQ — Capinext

Frequently asked questions

Everything you need to know about Capinext, from security to pricing.

🔒 Security & privacy

Where is my data hosted?

All data is hosted in Switzerland on secure, GDPR-compliant infrastructure. AES-256 encryption at rest and in transit. No data is shared with third parties.

Is Capinext GDPR compliant?

Yes. We comply with GDPR, Swiss FADP (nLPD), and maintain a full audit trail on every document and action within the platform.

Can my clients see that I use Capinext?

No. Capinext is 100% white-label. Your clients see your logo, your brand, and your firm name on every document. Capinext is completely invisible.

💼 Product & features

What is the 7-step process?

Capinext guides you through 7 structured stages: Decision, Preparation, Presentation, Marketing, Negotiation, Audits, and Closing. Each module includes AI-powered tools, templates, and checklists.

What valuation methods are used?

Multiple sector-specific EV/EBITDA and EV/Revenue multiples, DCF (discounted cash flow), asset-based approach, goodwill methods, and comparable transactions — all cross-referenced automatically.

How does buyer matching work?

Our AI scores compatibility across 5 criteria (sector, size, geography, deal type, capacity) against a database of 6,500+ qualified contacts — strategic buyers, PE funds, family offices, and corporates.

What documents does Capinext generate?

Memorandum (50+ pages), anonymous teaser, financial diagnostic, valuation report, NDA templates, LOI templates — all at investment banking standards, all white-labeled with your firm's branding.

💰 Pricing & plans

Is there a free plan?

Yes. The Discovery plan is permanently free and includes the 3 AI tools (valuation estimator, buyer matching, readiness diagnostic) plus 1 test engagement.

How much does the Copilot plan cost?

Pricing is currently being finalized for our launch. Early adopters benefit from founder pricing. Contact us for details.

Can I cancel anytime?

Yes. No long-term contracts. Cancel at any time and keep access until the end of your billing period. Your data can be exported at any time.

🚀 Getting started

How long does onboarding take?

You can start using the platform immediately after signing up. Upload your first set of financial documents and the AI extracts and structures everything in minutes.

Do I need technical skills?

Not at all. Capinext is designed for CPAs and Lawyers, not developers. The interface guides you step-by-step. If you can use Excel and email, you can use Capinext.

What support is available?

Email support for all plans. Priority support and a dedicated account manager for Copilot and Enterprise plans. We also offer onboarding sessions for new users.

Still have questions?

Contact us →
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