About
Our Mission
We serve the private capital
market segment of the business
finance sector by applying a
proven, analytic and objective
process to identify the most
relevant and high value attributes
of potentially successful
enterprises, thereby saving time
and money by managing
investment risk in privately and
public alternative speculative
market held enterprises.
PROBLEM
- There are 550,000 startups
created in America per year.
- 26% of businesses fail 26% in their first
year, and only 48% make it to the fifth year.
- There is no industry standard to qualify
companies for capital and mitigate risk.
- There are 800,000 business consultants in
America alone, plus the international market
of consultants, all of whom need a standard-
ized tool to define business opportunities
worthy of capital in a consistent
presentation and format
year, and only 48% make it to the fifth year.
Solution
- Capizate along with The Capizate Score™ is the first and only business finance document company to combine researched Fintech, Blockchain, and SaaS to confirm and track the current and continual health of an enterprise for risk mitigation.
- Capizate is a proven Fintech company backed by a 13-year study of 400 engaged projects.
Business Model
- CAPIZATE is a "FINTECH"
- Sells and Conducts Certification Courses
- Certifies the Work Product of its Members
- Provides Continuing Education
- Software as a Service (SaaS) - Members Pay
Monthly Subscription Fee for Access to The
Capizate Score™ - Blockchain Verification Services
- Certified Members
- Smart Contract Management
- Document Maintenance, Compliance
Validation, and Notification Services
industry sector
NAICS Code 541611
Administrative Management and General Management Consulting Services
Providing operating advice on administrative management issues, such as:
- Financial planning and budgeting
- Equity and asset management
- Records management
- Office planning
- Strategic and organizational planning
- Site selection
- New business startup
- Business process improvement
NAICS Code 813910
Business Associations
Promoting the business interests of their members. May conduct:
- Research on new products and services
- Develop market statistics
- Sponsor quality and certification
standards
- Lobby public officials
- Publish newsletters, books, or periodicals
for distribution to their members
executive team
Tony Drexel Smith
Co-Founder, CEO & President
For the past 28 years Tony Drexel Smith has served small to medium enterprise (SME) business owners, start-up entrepreneurs and the business capital community by serving as a Subject Matter expert specializing in the development and execution of professional-grade business finance documentation and valuations. He has published numerous works including the The Certified Business Plan and The Essential Handbook for Small Business. He graduated from the University of La Verne with a Bachelor of Arts degree in Business Administration Cum Laude.
Leslye Galati
Co-Founder
For more than 15 years Leslye Galati has been serving small to medium enterprises in the capitalization process. She is an expert in documentation, compliance, and due diligence. Ms. Galati has been a Senior Project Manager since 2003 having managed more than 200 companies through her executive management roles at US Capital Global, Blue Moon Advisors, LLC, US Business Incubator, SUMATICI, Inc. and SoCalBizOps, Inc. Ms. Galati serves Capizate Licensees, Enterprises and Advisors in the critical areas of compliance and administration.
Peter Kundsen
CFO / Board Member
After an undergraduate degree in economics at Yale, two years as an officer in the US Navy, and being awarded an MBA in marketing from Northwestern, Mr. Knudsen served as CEO of the family business for twelve years. Subsequently, he founded a manufacturer's representative business in the high-rise automated warehouse field. Later he co-founded a heavy-duty alternator manufacturing business. Mr. Knudsen has served as a member of the Board of Directors and member of the compensation and audit committees of NetBrain Technologies, Inc. for the past fifteen years and currently serves as Treasurer, CFO and Board Member of CAPIZATE, INC.
Fred Young
CTO / Board Member
Over 35 years of entrepreneurship and business management experience in sales, marketing, developing and managing technology, manufacturing, distribution, retail, and business automation solutions across a variety of industries. Founder of a business software manufacturing company. Founder of a business consulting company. Mr. Young possesses startup, management and technical experience in many different industries and functional areas including expertise in: internet marketing; sales and sales processes; operations; business automation; software design, development and implementation; supply chain and vendor management; distribution; logistics and EDI; manufacturing; and accounting.
Gavin West
Board Member
Gavin currently leads global commercialization for, SmIileyscope, a pediatric DTX start-up that recently completed their $7M seed round. He serves as a board member for Capizate, and advises numerous early stage Medtech and defense companies poised to enter the market. He holds an undergrad from the United States Naval Academy and completed his master’s at Johns Hopkins Carey School of Business. Prior to his career in Medtech, Mr. West served as a Marine Officer and conducted numerous combat tours in infantry, intelligence, and special operations roles.
Steve S. Young
Chief Counsel
Stephen is an experienced international lawyer and business developer with a broad background in technology, finance, and international business operations. Military experience as an officer abord nuclear powered submarines, and top-level executive experience with United Technologies Corporation and Praxair have given him extensive operating knowledge in international business, energy systems, industrial gases, and multiple industrial technologies. He is a member of several venture investment groups and serves on the boards of directors of several privately held technology and small business enterprises. He has a BA from the University of California, Berkeley, an MBA from Renssalaer Polytechnic Institute, and a JD from University of Connecticut School of Law. He is also a licensed private pilot.
the certified business plan™
The business and its products or services fill a gap, a void, or a need within a market; often referred to as the value proposition (why);
A clearly defined product or service (what);
Timing in alignment with market acceptance, market demand, along with micro and macro-economic factors (when);
A defined business finance audience with the right level of suitability, risk tolerance and availability of capital led by an experienced team with a verifiable track record (who);
A process by which to follow the guidance of trained professionals that will implement legal, accounting, proof of concept, finance, documents, management and technology to operate the business (how);
Proper due diligence, research, and presentation materials, prepared for the right audience;
"Luck" - or some manifestation of tipping points that may include the law of attraction, prayer, meditation, or some connection to the universe that will align the stars of prosperity;
All 334 attributes have been addressed;
References, citations, footnotes along with a bibliography have been provided for substantive claims made by the enterprise;
A Capizate Score™ of at least 925;
If the enterprise has been in operation for more than 12 months, current financial statements and tax returns, prepared by a professional (accountant or CPA), must be included to become vetted. If a startup or an enterprise that has been in operation less than 12 months, then no financial statements or tax returns will be required to become "vetted";
The supporting documents identified within the Capizate evaluation process have been completed, which include these 11 documents:
- Situation Analysis™
- 1-Page Tear Sheet
- Business Model Canvas
- Transaction Analysis™
- Capizate Score™
- Market Feasibility Study
- Due Diligence Punchlist
- Pro forma Forecast
- Business Valuation
- Capitalization Plan
- Presentation Deck
The completion of the Transaction Analysis™ with a Capizate Score™ of 925, or higher, means the Enterprise is capital ready.
