Capitaliz is a fintech SaaS platform designed to assist business advisors with valuation and exit planning for mid-market businesses. The platform leverages AI-driven tools like Dynamic Revaluation™ and the Value Potential Index™ to provide real-time, accurate valuations and actionable insights.
Capitaliz was founded in 2021 by Craig West, who initially started exit and succession planning in 2009. The company emerged from his work with Succession Plus, the largest business succession and exit planning firm in Asia-Pacific. Capitaliz has grown rapidly, establishing a presence in international markets including Australasia, the UK, and North America.
Capitaliz is a venture capital-backed company. It has raised $3 million in its latest funding round, led by Madison Marcus, a top law firm in Australia. The funding is aimed at enhancing the product and expanding its offerings to Europe and the Americas.
Capitaliz offers a comprehensive suite of tools for business valuation and exit planning. Key features include the Dynamic Revaluation™ algorithm, which integrates live financial data to update valuations instantly, and the Value Potential Index™, which aggregates data from nearly one million data points to provide key metrics and project potential value over time. The platform also includes a 21-step Business Succession & Exit Planning process, custom Business Insights Reports, and a project management suite.
Capitaliz has focused on expanding its product offerings and enhancing its valuation methodology. The recent funding round has enabled the company to integrate ESG factors into its valuation framework, further enhancing its comprehensive approach to business valuation
Capitaliz continually rolls out new features to improve its platform. Recent additions include enhanced valuation tools for advisors, such as the Dynamic Revaluation feature, which uses predictive analytics to help advisors determine the monetary impact of improvements and investments prior to a sale. This feature is part of the proprietary 21-step process used to identify, protect, accelerate, unlock, and manage value in privately owned businesses.
Capitaliz is committed to innovation, collaboration, and supporting small and mid-market businesses. The company values user-friendly tools, personalized support, and continuous enhancements. It aims to democratize planning services, ensuring every advisor can leverage effective planning tools to guide business owners to their goals. The company fosters a community built on trust, expertise, and success.
Capitaliz serves a global user base of business advisors, wealth managers, and exit planners. The platform supports advisors with comprehensive training and resources through the Capitaliz Academy. Accredited advisors have access to a library of marketing assets, regular networking and brainstorming sessions, and ongoing support from the Capitaliz team. The community is designed to foster collaboration and share best practices among advisors.
