Private Companies

The CapMx® solution has become the standard equity management tool for private, venture-backed companies. CFOs and finance professionals look to us for our expertise and commitment to providing the very best in equity management and compliance solutions.

CapMx helps hundreds of private companies manage their stock options, corporate equity, and FAS 123R expense and disclosures accurately and quickly, and helps to ensure compliance with changing rules and regulations.

Corporate Equity Management: Option Plan and Grants plus all Shareholder Equity

While some solutions focus solely on stock options, CapMx tracks and reports ALL of your corporate equity, including stock options, restricted stock, common and preferred stock, warrants and convertible debt. Capitalization reports are available at the touch of a button, and sophisticated analytics tools assist you with 'what-if' anti-dilution and exit analysis modeling.

Stock Option Valuation and Expensing (FAS 123R)

Calculate your option expense, run historical analyses and generate your FAS 123R disclosure reports. Our clients have passed their audits with ease.

Accounting Entries? No worries. We prepare the journal entries.

CapMx automatically prepares the journal entries for stock issuances and option expense.

Stock Options and Your Employees: Electronic Delivery and Online Access

Our 'Participant View' module permits electronic optionee notification of new grants, offers online acceptance, and gives optionees online access to their grants, plans, and vesting information. Go paperless and realize savings in option grant preparation, handling and distribution.

Implementation - it's easy!

Supply us with your current spreadsheets. We do the rest.

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.