Built to operate within the rules of your profession.
Accountants, fiduciaries and business lawyers practise under demanding professional rules. Capinext is built so that your M&A mission runs inside that framework — never outside it.
Sell-side advisory is a recognised activity for the accounting and legal professions across the main European countries and the United States, generally as part of their advisory missions. What makes a practice safe is not the tool: it is how the mission is conducted. Capinext was designed around those requirements.
The professional decides
The copilot prepares, calculates and suggests; the professional approves every document and every send. Your responsibility is fully exercised — your signature remains the only one that binds.
No handling of funds
The platform never touches the transaction’s financial flows: no escrow, no collection, no transfers. Funds move through the channels your profession provides (bank, notary, client accounts).
Professional secrecy
AES-256 encryption, European hosting, a GDPR data-processing agreement (art. 28) and enforceable confidentiality. Your files are never used to train external models.
Complete audit trail
Every action, document and approval is logged and exportable — for your clients, your professional body or a regulator.
Conflicts of interest
A conflict check is built into the opening of every mission, with rules configurable at firm level.
Fees within the rules
Generated engagement letters structure remuneration as base fees plus a completion component — the pattern compatible with the rules of regulated professions.
Accountants & fiduciaries
Transmission advisory belongs to your advisory missions. Capinext equips you without ever replacing you: the diligence remains yours, and deliverables go out under your brand and your responsibility.
Business lawyers
From engagement letter to closing, the platform follows the logic of the mandate: you advise and negotiate, funds move outside the platform, and every step stays documented for your bar and your client.