Become a Capizate Advisor and/or Subject Matter Expert

1. Help Your Clients Secure funding and grow a successful business.
2. Use the Capizate Due Diligence System to prepare your clients for investors.
3. List your Clients on popular funding platforms such as DealMaker, StartEngine, WeFunder,
   and Chain Raise.

We Provide Services to Three Distinct Clients:

1. Capital Market Services. Our primary purpose is to serve the capital market with business finance document back-office services such as business valuation, feasibility studies, market research analysis, underwriting and due diligence services. Our target market is high net worth individuals, family offices, VC’s, IB’s and LP’s & Broker-dealers with assets under management of less than $1B that justifies outsourcing the services we provide

2. Consultant Support Services. We Train, Certify & Educate Licensed Capizate Advisors & Subject Matter Experts.  We serve the business finance consulting community with underwriting, due diligence, consulting, templates, due diligence processes and back-office support.

3. SME Services. We serve Small to Medium Enterprises in all stages of development, and we are agnostic to industry, sector, and subsector.  We provide business plans, pro forma forecasting, valuations, and presentation decks.  Through a 7-step process we define which of eighty-four capital types is most probable, prepare business finance documents, capital formation documentation, M & A preparation, start-up check lists, investor relations, video production services, due diligence prep and consulting services. We also manage Client virtual data rooms.

The Capizate Score™ is our proprietary due diligence scoring system.  It is the first evidence-based predictive measure of a company’s ability to return capital to its investors.

• Based on 334 Attributes of Due Diligence (App-based subjective & objective)
  • Fifteen Year study of 1600+ companies hired by our Licensed Advisors
  • Scientific White Paper Detailing Methodology
  • 925+ Score outperforms VC historic averages with 3-4X ROI
• Since 2008, companies that score 925 or higher (out of 1,000) have achieved the “Trifecta” - Investment Fulfillment, staying in business, and repaying lender / investors 78% of the time.

The 925 Fund is an initiative of Capizate Inc.  Enterprises seeking capital are often preparing for Regulation A+, Regulation D 506 (c) & (b), and Regulation Crowdfunding.  Capizate Manages the investor relations for the enterprise.  In these cases, the average total cost is $100,000 (Documentation, preparation, video production, filing fees, compliance, legal and investor marketing campaigns).  The 925 Fund seeks investors that will provide the $100,000 per client to cover the costs.  In consideration of such an investment, the Investor is the first paid from the capital raise with a 20% return, plus earns equity in the offering.