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 →