Our Customers

The CapMx® solution houses the equity information of over 2,100 companies. Our clients include leading private, venture-backed companies, major law firms, venture capital firms, and independent consultants.

Private Companies

Hundreds of private company CFOs and finance teams rely on CapMx for their equity management and compliance needs. Complete cap tables are easily maintained and generated, and ASC Topic 718 (FAS 123R) disclosures are prepared and available at the touch of a button. more...

Law Firms

Private, venture-backed companies often look to their law firm to provide stock option and stock issuance recordkeeping. CapMx is used by leading law firms to manage, track and report stock option activity and shareholder information. more...

Venture Capital Firms

Some CFOs of VC firms struggle to maintain accurate, up-to-date cap tables for their portfolio companies. With CapMx, CFOs can easily maintain high-level capital structure information for the companies in their investment portfolio, generate standard cap tables, and run anti-dilution and exit analyses using our integrated analytics tools. more...

Independent Consultants

Finance and HR consulting professionals enjoy all of the same benefits that our in-house clients enjoy with the added benefits of on-demand access. Consulting CFOs, controllers and accountants can manage multiple client data and reporting needs remotely through a convenient, single sign on. more...

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.