Law Firms

Private, venture-backed companies often look to their law firm to provide stock option and stock issuance recordkeeping.  CapMx® is used by leading law firms to manage, track and report stock option activity and shareholder information.

Better serve your clients! We recognize the need for a consistent, accurate and auditable source of client information. CapMx provides a secure, centralized database and eliminates the problem of maintaining separate spreadsheets and having to determine who maintained what.

Highlighted Benefits and Features

  • Enter an unlimited number of companies into CapMx
  • Project services are available to assist in implementing companies quickly and accurately
  • Integrated CapMx system validations keep your companies compliant with federal exemptions, Rule 701, the $100,000 ISO limitation and other requirements
  • Our analytics tools utilize existing data to generate sophisticated forward-looking analyses, including overhang analysis
  • Our grouping feature allows you to group related shareholders together to determine ownership percentage
  • Electronic delivery of stock option information to optionees greatly reduces the administrative aspects of option administration
  • Think about your clients' needs - CapMx allows clients to expense their share-based compensation pursuant to ASC Topic 718 (FAS 123R)
  • Generate stock certificates directly from CapMx
  • SaaS technology permits access to the platform anytime, anywhere

FAS 123R: Ready, Set, Go!

Check out our FAS 123R white paper & related Q&A.

409A Valuations

Learn why hundreds of venture-backed companies have received independent, expert opinions from SVB Analytics.