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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- Avoid under- or over-hiring based on outdated assumption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.
Access News & Resources
Bridging the Gap Between Research and Operations: What Great Lab Management Looks Like
The strongest research programs thrive when universities empower their labs to run smoothly. Great science depends on more than funding — it needs systems that help labs plan, hire, and adapt with confidence. When institutions bridge the gap between research and administration, they unlock the full potential of their scientists and their discoveries.
Unlocking the Full Potential of Your Research Faculty
Principal Investigators aren’t just advancing science — they’re running complex research enterprises inside your university. When you give them the right operational tools, the payoff extends far beyond the lab: stronger grant renewals, more impactful publications, and a reputation that sets your institution apart in the global research community.
Caprix Is Live: A New Era for Lab Planning
After months of testing with principal investigators at UT Southwestern and Yale, Caprix is officially live. Built with real labs in mind, Caprix replaces static spreadsheets with AI-driven forecasting, dynamic grant tracking, and scenario planning that adapts as funding shifts. The result: clarity today, confidence for tomorrow, and a smarter way to plan for the unpredictable world of research.