Training & Resources

Our goal is to help clients become experts in the functionality available within CapMx®. Whether you're looking for a quick overview or an in-depth exposure to all functionality, we have the resources to fit your needs.

Video Tutorials

Our suite of recorded Video Tutorials focuses on specific topics of interest to CapMx users. From entering an option grant to running your Rule 701 computation to using one of our valuation parameter calculators, our information-packed videos are available to you at the click of a button.

Online Help

Our highly robust Online Help module is accessible from every screen in CapMx. It's topic-sensitive, so you'll always be taken directly to the help page specific to the screen you're on. We've gone to great lengths to provide you with simple, step-by-step instructions for processing transactions and generating reports in CapMx.

Check out our FAS 123R white paper and related Q&A:

FAS 123R: Ready, Set, Go! (PDF)

FAS 123R: Q & A (PDF)

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.