Upsell Pitch Deck
Slide 1 of 10
Enterprise Capital Platform
One platform to plan, track and report every capital dollar.
Multi-portfolio Capex tracking built for scale, secured in Canada — replacing fragmented spreadsheets and costly legacy PM tools.
The Challenge
Capital tracking is stuck in spreadsheets
Growing portfolios outgrow manual tools — and the cost is measured in overruns, delays and blind spots.
Spreadsheet sprawl
Dozens of disconnected files, no single version of the truth.
No live visibility
Leadership sees numbers weeks late, after manual roll-ups.
Overruns caught too late
Budget breaches surface only once the money is already spent.
Slow, costly reporting
Analysts spend days reformatting data for every board meeting.
How It Works
One workflow, from first dollar to close-out
Every project moves through a consistent, auditable lifecycle — with data flowing automatically between each stage.
Plan
Create the project & budget
STEP 1Approve
Route for sign-off
STEP 2Execute
Track milestones & spend
STEP 3Monitor
Live overrun alerts
STEP 4Report
Board-ready close-out
STEP 5Fully audited: every create, edit and approval is logged automatically — reviews are ready before anyone asks.
Project Management
Every project, fully visible from kickoff to close-out
One system of record for budget, schedule and documentation — no more chasing files.
Project-ID System
Every project tracked by a unique ID across portfolio, community and fiscal year.
Gantt Timelines
Visual scheduling from start to target completion across the whole portfolio.
Milestone Tracking
Critical-path milestones with owners, due dates and overdue alerts.
Budget Overrun Alerts
Automatic 75 / 90 / 100% threshold alerts surfaced on the dashboard.
Document Attachments
Drawings, quotes and contracts stored right on the project record.
Full Audit Trail
Every create, edit and approval logged for compliance-ready reporting.
Scalability
Built to grow from one site to hundreds
A single clean hierarchy scales as you add regions, communities and projects — no re-architecting.
Portfolio
Region / fund / BU
Community
Site A
Community
Site B
Project
Roofing
Project
HVAC
Project
Renovation
Project
Parking
Unlimited portfolios & sites
Segment by region, fund or business unit — each with its own budget.
Every project self-contained
Independent budget, timeline and documents, all rolling up automatically.
Cloud-native, auto-scaling
No servers to manage — capacity grows with usage, not with cost spikes.
Security & Data Residency
Canadian data residency, backed by SharePoint
Enterprise-grade access control, with source documents synced from the systems your team already uses.
Canada-Resident Data
All application data stored and processed within Canadian infrastructure.
Role-Based Access Control
Admin and user roles govern who can create, approve or edit records.
SharePoint File Sync
Financial data and documents sync from SharePoint — no manual re-entry.
SharePoint
Source docs
CapexOS
Hosted in Canada
Encrypted in transit & at rest · Audit-logged access
Cost Comparison
A fraction of the cost of legacy PM platforms
Illustrative comparison against typical market pricing for leading capital project tools.
| Platform | Est. Cost | Setup | Canada | SharePoint | Capex-First |
|---|---|---|---|---|---|
| CapexOS | Flat platform fee | Days | |||
| Procore | ~$700+ /user/mo | Weeks–Months | |||
| Oracle Primavera | ~$1,000+ /user/mo + impl. | Months | |||
| e-Builder / Planon | $50K+ /yr (custom) | Months |
Pricing reflects publicly available estimates for comparable enterprise tiers; actual vendor quotes vary by contract size and region.
Reporting & Analytics
Board-ready reporting, one click away
Trend analysis, budget-vs-actual and portfolio drill-downs — exportable straight to PDF or PowerPoint.
Budget Utilization by Category
FY 2026Multi-Year Trend Analysis
Spend trends for senior leadership, by portfolio and category.
One-Click PDF Export
Correctly formatted, board-ready PDFs generated on demand.
One-Click PPT Export
Drop reports straight into leadership decks — no reformatting.
Team Enablement
Purpose-built for the Infrastructure & Capital Improvement team
Less time reconciling data, more time delivering projects on budget and on schedule.
Faster Decision Cycles
Real-time budget and risk visibility removes the lag of monthly spreadsheet roll-ups.
One Shared Source of Truth
Infrastructure, finance and capital improvement teams work from the same live data.
Audit-Ready by Default
Every change is logged automatically — no manual reconciliation before reviews.
Less Admin, More Delivery
Batch imports and SharePoint sync cut manual data entry for coordinators and PMs.
The Bottom Line
Lower cost. Faster rollout. Data that stays in Canada.
Fraction of the cost
vs. Procore, Primavera or e-Builder.
Secure by design
Canadian residency + SharePoint sync.
Live in days
No lengthy implementation cycle.