FREQUENTLY ASKED QUESTIONS

CAPX compliments your existing originations strategy by connecting you with borrowers outside of your typical coverage zone. We enable your firm to create a targeted national presence overnight, without any additional investments in infrastructure or human capital.
If you already have a national presence, CAPX makes your coverage more productive by diversifying your deal sources, and only showing you deals that are relevant to your strike zone.

SomethingOur philosophy is simple–you don’t pay us anything if we do not add value to your process. CAPX is only compensated when your transaction closes. There are no setup or origination fees to join the platform.
Please contact us for a specific quote.

Your data security is our priority. Our security protocols begin when we receive a request for registration–each new applicant is verified and admitted to CAPX only if appropriate for our platform.
Once registered, each user’s access is verified through industry standard log in procedures. CAPX is hosted on Amazon Web Services behind state-of-the-art firewall protocols. Finally, all of our data, including your documents, profiles and messages, is encrypted using the latest industry standard encryption methods.

We at CAPX firmly believe that you own your data–you control what information is provided to third parties and who receives it. Before sharing your data with a third party, you’re protected by a valid, industry-standard confidentiality and non-disclosure agreement. When accessing CAPX at any time, every participant must reaffirm their agreement to abide by this NDA, offering continued, uninterrupted security.

Conventional deal processes are burdened with repetitive tasks and inefficient communications. With CAPX, repetitive tasks are assigned to our algorithms, which match borrower deal attributes with lender risk preferences.
CAPX transforms company financial and descriptive information into a detailed credit memo, bypassing the unnecessary pitch deck stage of the diligence process. With CAPX, lenders immediately receive the information needed to make a credit approval or rejection decision, saving countless hours of time. Plus, our team management tool allows you to instantly collaborate with colleagues to evaluate a deal, and our instant communication feature enables lenders to submit questions to borrowers without the need for a phone call.

We verify the identity of each new user and their employer before admitting them to CAPX. Additionally, our systems are designed with detailed permission structures to prevent potential misuse. Most importantly, you have ultimate control over what type of capital seekers you want to engage with. CAPX provides numerous tools to filter out deals you want to avoid, all with a couple of clicks.

CAPX is not an investor or a lender. We do not provide any form of capital ourselves. We are a data-driven collaboration platform that matches the capital needs of businesses with the risk preferences of nationwide third-party financial institutions.
Our algorithmic approach to capital markets provides national reach, rapid execution and lower costs for businesses and capital providers alike.

Unlike other platforms, CAPX does not charge a registration fee, hence we vet every potential user (both borrower and lender). This ensures that only quality, actionable deals make it on to the CAPX platform.
Additionally, CAPX is fully driven by algorithms to facilitate borrower matching. We’ve also assigned repetitive tasks to algorithms, freeing up users to focus on decision making and managing their business, rather than on the deal execution process.
Finally, CAPX provides access to a host of collaboration and management tools to automate and accelerate deal execution.

CAPX compliments your existing originations strategy by connecting you with borrowers outside of your typical coverage zone. We enable your firm to create a targeted national presence overnight, without any additional investments in infrastructure or human capital.

If you already have a national presence, CAPX makes your coverage more productive by diversifying your deal sources, and only showing you deals that are relevant to your strike zone.

Our philosophy is simple–you don’t pay us anything if we do not add value to your process. CAPX is only compensated when your transaction closes. There are no setup or origination fees to join the platform.

Please contact us for a details.

Your data security is our priority. Our security protocols begin when we receive a request for registration–each new applicant is verified and admitted to CAPX only if appropriate for our platform.

Once registered, each user’s access is verified through industry standard log in procedures. CAPX is hosted on Amazon Web Services behind state-of-the-art firewall protocols. Finally, all of our data, including your documents, profiles and messages, is encrypted using the latest industry standard encryption methods.

We at CAPX firmly believe that you own your data–you control what information is provided to third parties and who receives it. Before sharing your data with a third party, you’re protected by a valid, industry-standard confidentiality and non-disclosure agreement. When accessing CAPX at any time, every participant must reaffirm their agreement to abide by this NDA, offering continued, uninterrupted security.

Conventional deal processes are burdened with repetitive tasks and inefficient communications. With CAPX, repetitive tasks are assigned to our algorithms, which match borrower deal attributes with lender risk preferences.

CAPX transforms company financial and descriptive information into a detailed credit memo, bypassing the unnecessary pitch deck stage of the diligence process. With CAPX, lenders immediately receive the information needed to make a credit approval or rejection decision, saving countless hours of time. Plus, our team management tool allows you to instantly collaborate with colleagues to evaluate a deal, and our instant communication feature enables lenders to submit questions to borrowers without the need for a phone call.

We verify the identity of each new user and their employer before admitting them to CAPX. Additionally, our systems are designed with detailed permission structures to prevent potential misuse. Most importantly, you have ultimate control over what type of capital seekers you want to engage with. CAPX provides numerous tools to filter out deals you want to avoid, all with a couple of clicks.

CAPX is not an investor or a lender. We do not provide any form of capital ourselves. We are a data-driven collaboration platform that matches the capital needs of businesses with the risk preferences of nationwide third-party financial institutions.

Our algorithmic approach to capital markets provides national reach, rapid execution and lower costs for businesses and capital providers alike.

Unlike other platforms, CAPX does not charge a registration fee, hence we vet every potential user (both borrower and lender). This ensures that only quality, actionable deals make it on to the CAPX platform.

Additionally, CAPX is fully driven by algorithms to facilitate borrower matching. We’ve also assigned repetitive tasks to algorithms, freeing up users to focus on decision making and managing their business, rather than on the deal execution process.

Finally, CAPX provides access to a host of collaboration and management tools to automate and accelerate deal execution.