CapitalBase

Financial modeling for modern investors

Build a full financial model in seconds.

CapitalBase automates financial modeling, market intelligence, and investment workflows for modern investors.

Generate financial models, monitor market developments, and accelerate investment research from a single platform.

Waitlist members receive early demo access.

CapitalBase

AI-powered modeling and market context

A guided workflow for investors who need structured outputs without a fragmented process.

Modeling workflows

Structured forecasts, valuation outputs, and reusable templates.

Market awareness

Headlines, events, and deal context organized for investment workflows.

Guided walkthrough

ModelsIntelligenceTemplates

CapitalBase

Financial modeling infrastructure for investors

Structured financial models, generated automatically.

CapitalBase automatically generates structured financial models that analysts can review, adjust, and export.

Builds full financial models automatically
Produces valuation outputs
Generates forecasts and assumptions

Model generation flow

01

Identify company and model type

02

Generate forecast structure

03

Populate valuation outputs

04

Export analyst-ready file

Forecast outputs

Revenue, EBITDA, valuation, scenarios

2027
2028
2029
2030
2031

Valuation

$1.22B

Enterprise value summary

Assumptions

Editable

Adjust growth, margins, discount rates, and forecasts

CapitalBase

Market intelligence

Understand the market context.

CapitalBase surfaces macro events, market headlines, M&A activity, and capital markets developments so investors stay informed.

The platform automatically aggregates and summarizes important financial developments into an investor-ready view.

Feed categories

Macro events
Market headlines
Deal activity
Industry updates

Macro

Fed commentary keeps duration-sensitive sectors on watch

CapitalBase summarizes the policy signal and frames the likely read-through for equities and rates.

Deals

Selective buyout activity stays concentrated in resilient software assets

Event summaries organize what matters for valuation, financing availability, and comparable transactions.

Markets

Issuance window reopens for quality growth names

The feed connects headlines to likely sector effects and names to watch.

CapitalBase

Model templates

Structured modeling templates.

CapitalBase provides guided modeling templates that generate full financial outputs.

Templates stay fully customizable and can be used for both public and private companies by adjusting assumptions and manually entering financial data.

DCF models

Company / scenario
Assumptions
Generated outputs

Comparable company analysis

Company / scenario
Assumptions
Generated outputs

LBO models

Company / scenario
Assumptions
Generated outputs

Revenue forecasting models

Company / scenario
Assumptions
Generated outputs