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What is Capitaliz?

Capitaliz goes beyond merely affirming the worth of your business; it offers insightful recommendations that empower you to enhance that worth through strategic business development methods such as optimizing processes, minimizing risks, and fostering sustainable growth. Leveraging the expertise of Succession Plus, which utilizes a vast array of exit planning data, Capitaliz equips small and medium-sized enterprises (SMEs) with a tailored tool that enables them to evaluate and contrast their performance against industry rivals. This functionality aids in pinpointing areas of overachievement or underachievement. Furthermore, business owners can access up-to-date, benchmarked information regarding their business's value, allowing for informed decision-making and strategic adjustments. This comprehensive approach ensures that SMEs can thrive in a competitive landscape.

What is Banker Valuation?

Our valuation tool takes a thorough approach, integrating all three valuation methods to provide accurate and reliable assessments that our clients depend on for making well-informed lending decisions. Our subscriber base is diverse, including not only bank and non-bank lenders but also CDCs, CDFIs, loan packagers, and numerous lending service providers. At Banker Valuation, we are dedicated to ensuring that our business valuation tool, along with its methodologies and underlying technology, remains in sync with the latest financial and technological innovations, thus maintaining the integrity, precision, and security of our platform. This unwavering commitment allows us to deliver the most efficient internal valuation resource on the market. Furthermore, we advocate for clients to confirm purchase prices prior to hiring costly third-party valuation firms, making our offerings both economical and expansive for a reasonable annual fee. By doing so, we become an indispensable asset for those aiming to enhance their lending procedures. Our goal is to empower our clients by providing them with the tools they need to navigate the complexities of the lending landscape effectively.

Media

Media

Integrations Supported

MYOB AccountRight
NetSuite SuiteCommerce
QuickBooks Accountants
Xero

Integrations Supported

MYOB AccountRight
NetSuite SuiteCommerce
QuickBooks Accountants
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$350 per month per business
Free Trial Offered?
Free Version

Pricing Information

$1,195 per user per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Capitaliz

Company Location

United States

Company Website

www.capitaliz.com

Company Facts

Organization Name

Banker Valuation

Company Website

www.bankervaluation.com

Categories and Features

Equity Management

Cap Table Management
Deal Management
Document Storage
ESOP Management
Financial Modeling
Options Management
Participant Portal
Portfolio Management
Private Equity
Public Equity
VSOP Management
Valuation Management
Vesting Management

Categories and Features

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