Portfolio & Capex
CAPEX Variance & ROI Modeling
Model CAPEX variance and calculate payback periods (typically 1-60 months). Track actual spend against forecasts with automated variance analysis.
What it does
- Calculates ROI and Payback Period (1-60 months)
- Models CAPEX Variance (forecast vs. actual)
- Analyzes Cost-Benefit by project type
- Forecasts Energy Savings from efficiency upgrades
- Compares NPV (Net Present Value) across projects
- Tracks Hurdle Rate compliance (typical 15-20%)
- Identifies Underperforming capital investments
- Generates What-If scenarios for capital allocation
What it takes
- CAPEX Budget
- Actual Spend Report
- Financial Model
- Energy Audit
- ROI Calculation
- Variance Report
What it returns
- Excel Model
- PDF Report
- PowerPoint Deck
- Financial Summary
Written into the systems your team already runs, not into a second system of record.
How teams run it
ROI Calculator
Calculate return on investment and payback period.
Variance Analysis
Compare forecasted vs. actual CAPEX spend.
Portfolio Comparison
Compare ROI across all capital projects.
Scenario Modeling
Model different capital allocation strategies.
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.
More in Portfolio & Capex
See it run on your own documents.
Fifteen minutes, your files, and the clause behind every answer.