Move faster — without outsourcing judgment to a black box.
Capital Refinery automates the work that burns time and creates risk: extraction, normalization, cross-document reconciliation, scenario math. Humans own the definitions, the approvals, and the final calls. The IC stays accountable; the platform makes accountability cheaper.
Two layers, one workflow.
What we automate
Extraction, normalization, scenario math.
Pull KPIs from CIMs and rent rolls with cell-level lineage. Normalize them into firm-standard definitions. Run the firm's scenario library across the position. Render the lane-aware memo. Compute Risk Signals against firm policy. Sign every export.
What your team owns
Definitions, approvals, judgment.
Firm policy thresholds. KPI definitions. Override decisions. Scenario assumptions. The IC vote. The final narrative. Every override is recorded with basis; every approval anchors the decision. Judgment is not delegated — it is preserved with structure underneath it.
Why the loop matters
The IC stays accountable.
An LLM cannot be the system of record for a decision a human is going to defend in two years. Capital Refinery makes the human judgment cheap to capture, easy to audit, and impossible to lose. The platform handles structure; the room owns the call.
The review loop — how trust gets built
- KPIs are captured into a lane-aware structure from messy inputs
- Every KPI is linked to its source cell so reviewers can validate quickly
- Analysts and VPs confirm definitions, exceptions, and assumptions — every override is versioned
- Approved rules become repeatable playbooks across deals and portfolios
Common AI failure modes — and how Capital Refinery avoids them
Black-box outputs. An LLM produces fluent narrative but cannot trace how it got there. Capital Refinery anchors every figure to its source cell. The narrative renders from structured data; the structured data is auditable.
Definition drift. “EBITDA” means three different things across three different prompts. Capital Refinery enforces firm-standard definitions. Drift becomes structurally impossible.
Approval theater. Generic AI workflows assume single-user usage with no governance gates. Capital Refinery has analyst approval and IC anchor checkpoints built into the workflow.
Lifecycle disconnect. Diligence output dies the moment the deal closes. Capital Refinery preserves the IC anchor and tracks drift since approval — the diligence record stays alive.
See it on your documents.
A live walkthrough on a real deal: KPI extraction with evidence, a stress scenario, and an IC-ready output your team can verify end-to-end.