Venture Capital Firms

CapMx® is a valuable tool for CFOs of VC and private equity firms, enabling easy access to portfolio company cap tables and the generation of sophisticated anti-dilution and exit analyses.

CapMx replaces the many cumbersome spreadsheets used by VC and Private Equity CFOs

Your firm's portfolio company cap tables are easily maintained. If a portfolio company uses CapMx, the company can authorize you to view their cap table information. If they have not yet adopted CapMx, you can suggest they do so to ensure consistent reporting. Your reporting CFOs can use our sophisticated analytics tools for anti-dilution and exit analysis scenario planning, providing you further consistency.

Highlighted Benefits and Features

  • Receive consistent and reliable information from your portfolio companies
  • Have one source for stock options, restricted stock, common and preferred stock, warrants and convertible debt
  • Use built-in analytics tools including anti-dilution and exit analysis
  • SaaS technology permits access to information anytime, anywhere

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