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Valuations and scenarios built for your whole firm

Capshare takes care of your ASC 820 valuations while giving you access to powerful exit and pro-forma scenario tools.

01. PORTFOLIO COMPANY EQUITY DATA

Receive access to the official cap table of record.

Real time updates from your companies and their law firms means you’re always working with the most current information available. Have companies that aren’t yet on Capshare? We get it. Send us their info as you receive updates and our team will make sure that information is all available within your portal.

Cap table of record
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CASE STUDY

See how PureWow saved hundreds of hours by simplifying their cap table management and automating equity compliance.

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Valuation

02. ASC-820-COMPLIANT VALUATIONS

Never worry about mark-to-market valuation work again.

Our team previously founded and sold one of the largest valuation firms in the country. Let us handle your ASC 820 valuations and take advantage of our valuation expertise supported by the most sophisticated valuation software in the world.

03. TRANSFER AGENT SERVICES

Let us keep your certificates safe and secure.

Holdings

As an SEC-Registered transfer agent, Capshare can hold either paper or electronic certificates for non-RIA funds (Including ERAs). Just send us your info, and we’ll enter key details in Capshare, and securely store the certificate until you need it.

Account statement

Receiving quarterly account statements with opening and closing balance details, and info on all changes that occurred during the period.

Share tracking

Capshare also tracks details about your shares held elsewhere. Just send us the details for any holdings located outside of Capshare, and we’ll include them to give you a single view of all of your holdings for your portfolios.

04. SCENARIO MODELING

Let Capshare augment complicated scenario planning

Capshare was built from day one to allow stakeholders to understand their equity in ways that were never possible before. Review sophisticated automated waterfall models, and quickly build pro-forma scenarios for future rounds right inside Capshare.

Preferred from non-participating to participating

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05. GET STARTED

Set up a Demo

Let’s discuss what Capshare would look like at your company. Our suite of software and services can be tailored to fit any company's needs.

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