Private Placement Analysis · Fintech

CapDexs

A SaaS platform that combines private placement data, AI-parsed news and end-of-day market prices into clear performance analysis.

Industry: Fintech
Solution: Private placement analytics
Platforms: Web SaaS

Efficiency

Collecting and analyzing data takes far less time, so insights arrive sooner.

User engagement

An interactive dashboard and advanced filters increased platform adoption.

Insight

Detailed analysis that helps users make better investment decisions.

The challenge

CapDexs grew out of a gap in fintech: no platform offered comprehensive analysis of how private placements perform, whether for investors looking for opportunities or for companies raising capital.

It needed a system to collect, consolidate and enrich private placement news, combine it with end-of-day (EOD) stock market data, and turn it all into insight.

Our solution

We built an online SaaS application with a full ETL engine that processes the latest stock data and newsletters, and AI that parses newsletters to extract the details that matter.

Members explore the results through an interactive dashboard with company- and placement-level analysis and advanced filtering. Signup, membership and an admin portal run the business side.

The result

The platform changed how private placements are analyzed, delivering significant value to investors and companies alike.

Key features

What we built

Full ETL engine

Processes the latest stock and newsletter data automatically.

AI integration

AI parses newsletters and extracts key insights.

Interactive dashboard

Manage data, visualize trends and generate reports.

Insights and analysis

Company- and placement-level performance analysis.

Advanced filtering

Find specific placements quickly across many criteria.

Membership and signup

Smooth registration and member management.

Admin portal

Tools to run the platform and manage permissions.

Technologies used

React
Open AI
Node JS
SendGrid
My SQL
Stripe
AWS

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