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Frequently Asked Questions
Caprix is the modern financial planning platform purpose-built for grant-funded organizations like research labs. It replaces manual spreadsheets with intelligent tools for forecasting, budgeting, and grant tracking — all tailored to the needs of scientists and finance administrators. Labs use Caprix to plan with confidence and spend more time focused on discovery, not reconciling budgets.
Caprix addresses the unique challenges labs face, including:
- Unpredictable grant timelines and renewals
- Budgeting tied to fluctuating personnel needs
- Manual, error-prone financial planning in spreadsheets
- A lack of long-term financial visibility beyond the current fiscal year
These issues often lead to budget shortfalls, missed hiring windows, and time lost on admin work instead of research.
Unlike static spreadsheets, Caprix provides:
- Automated forecasting to anticipate future funding and costs
- Real-time budget clarity to understand how today’s spend affects tomorrow’s runway
- Scenario planning to instantly test the impact of new grants, hires, or cost changes
- Centralized grant tracking across all awards, people, and timelines
- Capacity planning to align staff availability with funding and project needs
Caprix gives PIs instant visibility into funding and staffing capacity — no more chasing down spreadsheets or quarterly reports. With Caprix, they can:
- See how much budget is left across all grants
- Plan hires or project shifts with confidence
- Simplify reporting and gain trust from both admins and finance
Caprix creates consistency across labs by standardizing budgeting, enhancing compliance, and simplifying long-term planning. Admins and finance leaders gain:
- A shared system to manage grant-based budgeting
- Built-in data integrity and visibility across departments
- Confidence in forecasting and strategic planning decisions
Yes. Caprix was built for dynamic environments. With features like scenario planning and capacity tracking, labs can:
- Model new hires, grant endings, or changes in fringe costs instantly
- Align staff availability to funding windows
- Avoid under- or over-hiring based on outdated assumption
Absolutely. Caprix is a secure, cloud-based platform that scales across labs and departments. It’s trusted by research teams managing millions in NIH, NSF, CPRIT, and private funding. Our infrastructure supports compliance and growth without compromising performance or data security.
Caprix was built by a team deeply familiar with the world of research funding. Our mission is to free researchers from administrative drag and empower them to focus on science. Unlike generic finance tools, Caprix is grounded in the realities of grant-funded work — it’s a lab’s financial command center, purpose-built to align scientific ingenuity with operational excellence.
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Scaling Science Without Scaling Chaos
Growth is the goal of every research program—but it often comes with a hidden cost. As labs expand, what once felt organized can quickly turn into complexity: overlapping grants, shifting timelines, and hours lost to manual tracking. Many PIs reach an invisible ceiling, not in their science, but in their systems. The labs that thrive through growth do something different—they invest in visibility. With the right foresight and structure, you can scale your impact without scaling the chaos.
Future-Proofing Your Research Portfolio
Change has become the norm in research — from shifting funding priorities to unexpected budget pressures. The universities that thrive won’t be those that avoid disruption, but those built to withstand it. Resilient institutions empower their PIs with the clarity to forecast, adapt, and keep research moving forward even when the landscape shifts. By investing in lab-level visibility and modern planning tools, universities can future-proof their research portfolios one lab at a time.
The Hidden Career Skill No One Taught You: Financial Foresight
No one becomes a scientist to manage budgets, yet every PI eventually discovers that running a lab means mastering financial foresight as much as experimental design. The challenge isn’t spreadsheets or accounting — it’s seeing ahead. Knowing when you can hire, how long your funding truly lasts, and whether a delayed award or even leftover money effects your next move. Today’s most effective lab leaders aren’t simply reacting to numbers; they’re steering with clarity, using real-time insight to turn uncertainty into confident action and build labs designed to last.