Capitaliz is a comprehensive business valuation and exit planning software designed to help advisors deliver accurate valuations and consistent guidance for mid-market businesses. The platform integrates live financial data from your chosen accounting software to update business valuations instantly when relevant tasks are completed in the project management suite. Capitaliz offers a robust suite of tools for business advisors, enabling them to map out the entire exit and succession planning process step-by-step. The platform's Dynamic Revaluation™ algorithm integrates live financial data to update valuations instantly, ensuring that advisors can provide the most current and accurate information to their clients. Additionally, the Value Potential Index™ aggregates data from nearly one million data points collected over 12 years, offering key metrics that drive valuations and project potential value over time
Capitaliz is a user-friendly platform that offers real-time updates and comprehensive insights into business valuations, making it an invaluable tool for advisors. Its integration of dynamic revaluation and the Value Potential Index™ ensures advisors stay ahead of market trends, providing clients with relevant and impactful advice.
Seller
Capitaliz
HQ Location
Denver, Colorado,USA
Company Website
https://www.capitaliz.com/
Contact
+1 1300665473
Year Founded
2020
Goal Setting/Tracking
Dashboard
Roadmapping
KPI Monitoring
Budgeting/Forecasting
ScoreCard
$ 5000
Per User Per Year
$ 500
English
Where in GCC does Capitaliz have offices?
Not available.
Who are Capitaliz customers in the Middle East?
Not available.
What is Capitaliz's local address?
Not available.
Is the Capitaliz platform available in Arabic?
No.
Does the Capitaliz platform use AI? And where?
Yes, the Capitaliz platform does use AI. The AI is primarily utilized in its Dynamic Revaluation™ algorithm and the Value Potential Index™.
Dynamic Revaluation™: This feature integrates live financial data from your chosen accounting software to update business valuations instantly. The AI processes and analyzes this data to provide real-time, accurate valuations, ensuring that advisors have the most current information at their fingertips.
Is Capitaliz a Web3 company?
No.
Are there any Web3 components?
No.
