Tie-out below. Decision integrity above.
DataSnipper is the audit-and-tie-out layer inside Excel — fast cross-reference between PDFs and spreadsheets. Capital Refinery sits above it as the decision integrity layer for the IC.
Different layers of the same workflow.
What DataSnipper owns
Document tie-out and audit-style review in Excel.
Strong for tying figures across PDFs and spreadsheets, audit workflow, and diligence cross-reference. Right tool for the tie-out and audit layer.
What Capital Refinery owns
The IC decision and the drift after it.
Lane-aware IC memo from raw deal pack, Risk Signals graded against firm policy, source-backed numbers (with cell-level lineage), IC anchor on approval, drift tracking, signed exports for LP.
Why teams run both
DataSnipper ties the numbers out. Capital Refinery defends the decision.
DataSnipper handles the cross-reference verification. Capital Refinery handles the IC record those verified numbers feed into. Tie-out plus decision integrity — two layers of one defensible workflow.
Institutional readiness measurement
DataSnipper solves Excel-based document tie-out and auditing for accounting and audit workflows. Capital Refinery operates a category DataSnipper doesn’t: institutional readiness measurement on the operating business itself — graded against the same 10-axis framework that buy-side ICs, lender credit committees, and LPs use to evaluate. The artifact carries a deterministic fingerprint and a public verification URL.
The two product surfaces don’t compete — they operate at different layers of the stack. DataSnipper handles in-Excel document tie-out; Capital Refinery handles structural readiness measurement and decision integrity. See institutional readiness and the same-engine architecture for the dimension DataSnipper doesn’t address.
Already running DataSnipper? Add the IC layer above it.
Bring us a deal in IC prep. Same-day diagnostic pack back — alongside your DataSnipper tie-out, not duplicating it.
Keep DataSnipper if you need Excel-based audit evidence linking. Use Capital Refinery when you need a neutral, evidence-backed readiness artifact that shows what will survive institutional review.
Capital Refinery is the institutional measurement layer. It does not replace DataSnipper; it sits next to it. The decision to engage is a routing decision, not a swap.
Working with an advisor or AI consultant? Use CR as the independent measurement layer via the Modernization Impact Review. Want to shape the methodology? Apply as a design partner.