Corporate Equity Management
If your Excel® spreadsheets weigh more than your phone book, and multiple spreadsheets are being maintained at the company and at its law firm, CapMx® can help. Our patented, on-demand solution replaces those spreadsheets with online access to the same information for finance, legal, HR and audit professionals.
Solutions
It couldn't be simpler:
Manage all the components of your equity structure on our SaaS platform -- stock options, common and preferred stock, warrants, and convertible debt. Integrated checks ensure compliance with SEC, IRS and ASC Topic 718 (FAS 123R) requirements.
Curious to see how CapMx simplifies your equity administration and reporting needs?
Click here to watch a five minute demo.
Highlighted Benefits and Features
- Easily access, record and manage option plans and grants, plus all shareholder equity information - anytime, anywhere
- Generate comprehensive reports including optionholder and shareholder reports, stock ledgers, and cap tables
- Calculate option expense and prepare ASC Topic 718 (FAS 123R) disclosures
- Integrated system validations ensure compliance with regulations including Rule 701 and the $100,000 ISO limitation
- Process paperless option grants and notify your optionees via email
- Allow your optionees to review and accept stock option information online, and access grant history and vesting information
- Generate stock certificates
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.