Portfolio & Capex

Portfolio & Capex

Retail Asset Lifecycle & Facility Budgeting

Track asset lifecycles and plan facility budgets with predictive maintenance schedules. Optimize HVAC, roof, and equipment replacement timing.

What it does

  • Tracks Asset Age and Remaining Useful Life
  • Predicts Replacement Timing (HVAC, Roof, Parking)
  • Forecasts Facility CAPEX requirements by year
  • Monitors Maintenance History and failure patterns
  • Calculates Total Cost of Ownership (TCO)
  • Prioritizes Replacements by ROI and risk
  • Schedules Preventive Maintenance to extend life
  • Generates Multi-Year Facility Budget Forecast

What it takes

  • Asset Register
  • Maintenance Log
  • Warranty Information
  • Age Analysis Report
  • Replacement Schedule
  • Budget Forecast

What it returns

  • Excel Report
  • PDF Forecast
  • Budget Template
  • Asset Register (CSV)

Written into the systems your team already runs, not into a second system of record.

How teams run it

Lifecycle Tracking

Track all assets with age, condition, and replacement dates.

Replacement Forecast

Predict timing and cost of upcoming replacements.

Budget Planning

Generate multi-year facility CAPEX budget.

TCO Analysis

Calculate total cost of ownership for major assets.

Cited, or flagged

Every value is anchored to the clause it came from. Where one is missing, Surfaice says so rather than inventing it.

Read where it lives

Documents are processed for the request and not retained afterwards. Nothing is copied into a second system of record.

Never trained on

Your documents do not train models — yours or anyone else's.

See it run on your own documents.

Fifteen minutes, your files, and the clause behind every answer.