Clients

Increasing audit demands in our industry make a centralized data, analytics and valuation solution a necessity.  Shareholder InSite enables us to collect and analyze portfolio company data in one centralized location reducing audit time and expense.

We have several rounds of financing and many shareholders. With CapControls we understand what each owner’s position is. We’re ready for the next deal and we can model the effect of any future financings or liquidity events. I feel much more in control with this tool.

CapControls simplifies complicated capital structures and keeps track of documentation and changes in ownership, providing comfort in a high-stress closing in regard to what will happen to investors based on their agreements.

CapControls makes it simple and easy for me to see the effect of the deals we have made with investors, as well as how future deals should be structured and priced.