CapX AI
Your Personal Analyst Powered by AI
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CapX AI streamlines capital investment decisions and governance—simple enough for anyone to use.
CapX AI uses a smart chatbot to build financial models, automate investment cases, and manage the entire capital process—including governance and approvals. Corporates, SMEs, investors, banks, and advisors can now complete end-to-end capital planning—all in one platform.
Build a Financial Model Without Being a Financial Expert
CapX AI adapts to your skill level, guiding you step-by-step to model your business capital investments with confidence.
Small Business Owners
Project Manager
Financial Analyst
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Investors
Corporate Executive
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Anyone Can Be a Financial Expert
CapX AI is the world’s first chatbot-powered AI personal financial analyst that guides you from idea to investment—automating DCF modeling, scenario analysis, capital memos, stakeholder endorsements, and approval workflows to complete your entire capital investment journey efficiently saving time & resources .
CapX AI is built for both beginners and professionals. It guides users step-by-step through key assumptions like growth, costs, and investment size—making it easy to understand and predict future cash flows. With AI-enhanced suggestions and clear prompts, anyone can build a reliable and accurate DCF model, no finance background needed.
Automation
That Adapts in Real Time
Instantly updates your dashboard with real-time IRR, NPV, and payback period calculations based on your chat inputs—turning conversations into actionable financial analysis within seconds, streamlining your capital investment planning with speed and accuracy.
Unlimited Data at Your Doorstep
Provides access to global industry-standard databases or allows you to securely link your own data through our encrypted server—ensuring accurate, reliable, and industry-specific insights for smarter capital investment decisions.
Project Costing
Made Easy
Automatically break down your estimated project cost based on an overall figure, using data from similar projects. Alternatively, you can input a custom breakdown from your project manager. This makes depreciating CapEx smarter and ensures greater accuracy in your DCF model.
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CapEx Management Made Simple
Streamlines capital project management by identifying and securing endorsements from functional stakeholders based on your saved inputs. It integrates DocuSign for digital signatures, offers full investment oversight, and generates presentation-ready reports—making it easy to review, track, and manage all your capital projects in one place.
Ask CapX AI Anything 24/7
CapX AI is your on-demand financial assistant—ask anything from scenario analysis to investment recommendations. Whether you need feedback on your assumptions, guidance on next steps, hurdle rate for a similar project, IRR & NPV of previous projects or insights into capital planning, CapX AI delivers fast, reliable support tailored to your business needs—all through a simple conversation.
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Instant Investment Memo Builder
Automatically draft a professional financial memo using your preferred template library or based on how similar memos are structured in your industry. Whether it’s for board meetings, investment approvals, or bank loan applications, CapX ensures your memo is clear, accurate, and compelling.
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