From Shareholder Records to Waterfalls to Individual Returns

Our detailed securities data model enables flexible, accurate, and fast modeling and reporting at the shareholder and fund levels. Here are a few examples.

To understand the power of our software, you need to see it in action. We’d be delighted to demonstrate our software at your convenience.

Personal Outcome Report

Answers the question, “What will I get?” for investors and key executives. Great tool for recruiting, retaining, and motivating employees who receive options.

Multiple Personal Outcomes Report

Displays summary returns for selected investors for multiple outcome scenarios or multiple term sheets. Great tool for a board meeting where a term sheet will be chosen.

Fund Level Summary Report

Enterprise values from the waterfalls of every company in your fund. Also available in a detailed format that lists each of your securities and positions in each portfolio company.

Testimonials

Steve Simonian, CFO of August Capital, a $1.4 billion Menlo Park VC firm

“CapControls has built a serious tool to address capital structure and reporting needs for both funds and portfolio companies. I have been searching for this type of solution for the past 15 years.”

Don Winger, Founder and CEO of AnalytX, a leading supplier of enterprise software to venture capital and private equity firms.

“When I saw CapControls, I immediately recognized world-class software. Their user interface is intuitive, the data model is excellent and the reporting is insightful. We are proud to have a sales and marketing partnership with CapControls that makes it easy for AnalytX customers to use products from both our companies.”

Featured Links

CapControls and AnalytX Announce Partnership to Integrate CapControls’ PE/VC Desktop and AnalytX’s Private Equity Office

Sample Reports

The Perfect Storm…Managing Shareholder Records [PDF]