Client Relations & Professional Services

Our team of professionals is available to assist with ongoing training, support and your project needs. Because we are active and continuous users of CapMx®, we understand how to get what you want into and out of the system.

Our support team's wide-based knowledge covers all areas of data import, equity rules and regulations, electronic option delivery, equity analytics using the CapMx 'what-if' modeling tools, and calculating share-based compensation expense to satisfy FAS 123R requirements.

CapMx Support Benefits:

  • Your direct AR relationship brings the added benefit of familiarity with your company's particular equity needs
  • Our robust, topic-sensitive Online Help module is available at the click of a button anytime, anywhere
  • Weekly web-based trainings ensure you'll be capable of utilizing all facets of CapMx, including periodic feature enhancements

Available Professional Services:

  • FAS 123R setup - includes determination of expected term, applicable interest rates, non-employee expense, modified grants
  • Large-scale implementation projects and transaction assistance - financings, re-pricings, mergers/acquisitions, etc.
  • Custom reports - Excel®-based modified reports
  • Need a 409A Valuation?  Click here to learn why hundreds of companies have received independent, expert opinions from SVB Analytics

Our Customers

Our clients include accounting, finance and HR executives, as well as attorneys and consultants representing hundreds of privately held companies. Learn how we can help you.