A platform for financial consultants
Financing deal analysis — with a source for every number
Capvize brings the whole deal into one place: documents, extracted data, calculations, research and reports. Every figure keeps its source, every calculation is deterministic, and every recommendation passes human review.
- deterministic financial calculations
- 25+
- supported file types
- 8
- of figures carry documented provenance
- 100%
Built for the deals you actually work on
- Business financing
- Credit portfolios / NPL
- Acquisitions & M&A
- Real estate
- Debt restructuring
- Loan comparison
Who it's for
Anyone who analyzes financing and investment deals and has to stand behind every number.
Independent financial consultants
Less time collecting numbers from Excel files and PDFs, more time on the advice itself — with reports that look like a large firm's.
Boutique advisory firms
All the firm's deals in one place: work split across consultants, an orderly review process and full version history.
Credit & investment funds
Systematic due diligence — from NPL portfolios to growth financing — with full transparency of sources and assumptions.
Everything you need to understand a deal in depth
From raw document to final recommendation — one continuous workflow, transparent at every step.
Extraction with provenance
Every financial value is stored with the document, page and cell it came from — and flows into a human review and approval process.
Document management & processing
Upload PDF, Word, Excel (including XLSB), presentations and images — with automatic classification, duplicate detection and security scanning.
Deterministic calculation engine
DSCR, cash runway, amortization schedules, effective financing cost and NPL portfolio metrics — exact functions, not language-model estimates.
Company & people research
Research on companies, people and countries from external sources — every finding with its source, publication date and reliability rating.
Deal-scoped AI assistant
Discuss the deal with an AI assistant grounded in the reviewed documents and data — with citations, and an explicit note when information is missing.
Risks & missing information
Systematic identification of risks, information gaps and missing documents — before they surface in the credit committee.
Financing comparison & reports
Compare financing offers and produce professional reports in Word, PDF and Excel — for internal analysis, a meeting or the bank, with version control.
Full transparency
Every number knows where it came from
When you face banks, credit committees and clients, a number without a source isn't data. Capvize keeps the complete evidence chain of every value.
- Document, page, sheet and cell for every extracted value
- A documented review trail: original value, correction, reviewer and timestamp
- A clear separation between documented fact, calculation, assumption, research and AI inference
Financial precision
Deterministic calculations, not guesses
No language model computes a single number here. Every metric is produced by exact financial functions — same inputs, same result, every time.
- Coverage ratios, amortization schedules, balloon payments, grace periods and effective financing cost
- NPL portfolio metrics: arrears, collateral coverage, concentration and payment-schedule NPV
- Every calculation is stored with its formula, inputs, sources and version
Professional reports
From first draft to committee package
The analysis evolves with the deal — an initial feasibility check, an update when new data arrives, and a briefing before the meeting. All from a single source of truth.
- Clean, consistent formatting — even with mixed languages, currencies and numbers
- Report versions are kept with full history — nothing gets lost
- Tailored to the audience: internal analysis, meeting brief or bank package
How it works
Four steps from the first document to a finished report.
- 1
Open a deal
Define the deal type, parties and objectives — the analysis adapts to the deal type.
- 2
Upload documents
Financial statements, financing offers, appraisals and bank statements — classified and extracted automatically.
- 3
Review & approve
Check extracted values against the source, correct and approve — full human control.
- 4
Analyze & report
Run analyses and research, identify risks, compare offers and produce a professional report.
Why Capvize
A source for every figure
No number is presented as fact without a documented origin.
A calculation engine you can trust
Financial calculations run in deterministic code — never in a language model.
Any document, any language
Source documents arrive in many languages and formats — extraction and search handle them all.
Isolation & security
Full isolation between organizations and between deals, with a complete audit trail of every action.
A human always approves
Final recommendations pass human review — the AI assists, it doesn't decide.
Frequently asked questions
Where is my data stored and who can see it?
Each organization is fully isolated: users only see their own organization's deals, and permissions are enforced server-side. Every action — viewing, uploading, editing — is recorded in an audit log.
Which file types can I upload?
PDF, Word (DOCX), Excel (XLSX and XLSB), CSV, presentations (PPTX) and images (PNG, JPG). Every file passes type validation, size checks and a security scan before processing.
What languages can source documents be in?
Source documents arrive in many languages. Extraction and search are language-agnostic, so statements, contracts and appraisals are processed regardless of the language they were written in.
How can I trust the AI's answers?
The assistant answers only from the deal's documents, reviewed values and deterministic calculations — citing a source for every claim. When information is missing it says so explicitly instead of guessing. Calculations are never performed by the language model.
Which deal types are supported?
Business and personal financing, investments, acquisitions, credit portfolios (NPL), real estate, debt restructuring and loan comparison — each with tailored analysis and metrics.
How do I get started?
Book a short demo and get an account for your organization. You can start with one real deal and see the process end to end.
Ready to analyze your next deal?
Documents, data, analysis and a report — in one place, with a source for every number.