Solutions

CapMx® is an online equity management solution used by hundreds of finance, accounting and legal professionals in private, venture-backed companies and their law firms. We provide a patented, SAS 70 Type II certified, single-point solution for corporate equity management, ASC Topic 718 (FAS 123R) reporting and disclosures, and cap table reporting.

Corporate Equity Management

CapMx makes the maintenance of your stock plan, option and other equity information a breeze with fast, easy and intuitive data entry. Our paperless processing, with automated notification and acceptance, allows your employees to check vesting details at any time. With CapMx's integrated system checks, you'll remain compliant with evolving accounting standards. more...

ASC Topic 718 (FAS 123R) Compliance

Stop worrying about compliance! With our built-in valuation parameter calculators, you can easily calculate your option expense and generate disclosure reports. We support your choice of Black Scholes or BInomial Lattice models. Our expensing module also automates the calculation of incremental expense related to an option repricing. more...

Reporting & Unique Modeling Tools

Generate accurate cap tables at the click of a button1  With one source for your entire equity structure, you can easily provide your board and investors with up-to-date shareholder information, including stock options, common and preferred stock, warrants and convertible debt. 

CapMx also features built-in, easy-to-use anti-dilution and exit analysis modeling tools, allowing you to input 'what-if' scenarios to quickly determine the effect of a proposed new financing, or the payouts to shareholders upon an exit event.
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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.