The startup offers valuation software that provides real-time, benchmarked data through features like valuation roadmaps and business scorecards. This technology assists business owners in making informed decisions during succession and exit planning by delivering precise valuation insights.
Funding
Funding not disclosed
Founders
Product
Problem
Business owners often lack a clear understanding of their company's value and the steps needed to maximize it, especially when planning for succession or exit. Traditional valuation methods can be time-consuming, expensive, and may not provide actionable insights for improving business value. This lack of clarity can lead to suboptimal decisions and missed opportunities during critical transition phases.
Solution
Capitaliz is a comprehensive planning platform that provides advisors with tools to deliver data-driven advice and accelerate business value for mid-market companies. The platform offers dynamic, real-time business valuations powered by millions of exit planning data points, enabling advisors to deliver accurate assessments and consistent guidance. Capitaliz automates the exit and succession planning process, providing a step-by-step roadmap with automated reporting to improve efficiency and reduce administrative workload. By identifying areas for improvement and offering strategic solutions, Capitaliz helps advisors build client base and maximize the value of privately owned businesses.
Target Audience
The primary target audience includes financial advisors, business brokers, consultants, and other professionals who provide exit and succession planning services to mid-market business owners.
Features
- Dynamic, real-time business valuations based on millions of data points.
- Value Potential Index (VPI) report providing quarterly insights into mid-market valuations.
- Automated reporting and step-by-step roadmap for exit and succession planning.
- Business Insights Report to identify areas for improvement and drive client engagement.
- Client engagement tools to facilitate collaboration and communication.
- Integration with Ninety.io for strategic planning and execution.
- Capitaliz Academy providing accreditation for advisors to enhance their expertise.