Reporting & Unique Modeling Tools
Preparing for a board meeting? Access ownership information and over 65 unique, filterable reports at the click of a button. With our built-in anti-dilution and exit analysis modeling tools, preparing for a financing event or an exit scenario couldn't be simpler!
Solutions
Our comprehensive, powerful and flexible reporting functionality enables the presentation of audience-appropriate data, and our robust analytics tools allow you to create 'what-if' scenarios to quickly determine the effect of a proposed new financing, or payouts to shareholders as the result of an exit event.
Curious to see how CapMx will simplify your equity administration and reporting needs?
Click here to watch a five minute demo.
Highlighted Benefits and Features
- Over 65 unique, filterable reports are available, including:
- Fully Diluted Capitalization Table
- Detailed Capitalization Report
- Shareholder Report
- Optionholder Report
- Dedicated reports allow you to remain compliant with current requirements such as Rule 701 and the ISO Year-End Statement
- Grouping feature allows you to group related shareholders together to determine ownership percentage
- Integrated analytics tools utilize existing data to generate sophisticated forward-looking analyses
- Quickly generate 'what-if' scenarios for anti-dilution and exit strategy
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.