Frequently asked questions

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.

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

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

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

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.

Our matching engine 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.

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.

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

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

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.

You can start using the platform immediately after signing up. Upload your first set of financial documents and your data is extracted and structured in minutes.

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.

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.