The Capizate Score™ Process
$2500 Fixed Fee - One-Time Expense
- Enterprise Interview
- Virtual Data Room Created
- Enterprise Document Loaded to Data Room
- Review of all Enterprise Documents in the Data Room
- Initial Capizate Score™ Completed by Capizate Staff
- Second Enterprise Interview to Fill Out Missing Attributes with Q & A
- Business Finance Document Templates Provided to the Enterprise as Needed
- Second and Final Score Completed, Full 90-page Report and Summary Later Provided
- Final score is deemed “Certified”
$2500 Fixed Fee - One-Time Expense
Ongoing Maintenance Program
- Capizate Score ™ Monthly Subscription Program
- Capizate Account Manager Communicates with Enterprise 1-2 Hours per month
- Capizate Score ™ is Reviewed Monthly for Improvements, Updates and Changes
- Once per Quarter, the Score is Published as an Updated “Certified" Version
$500 Per Month Per Enterprise
Additional Services - In addition to the Capizate Score™, Capizate offers the following services, as needed, for $250 per hour.
- 1-Page Tear Sheet
- Assumptions Worksheets
- BMC (Business Model Canvas)
- Certified Business Plan
- Capital Marketing Plan
- Capital Offering Documents
- Capital Structure Plan
- Capitalization Table
- Company Website
- Due Diligence Corporate Identity
- Competitive Analysis
- Due Diligence Intellectual Property
- Due Diligence Legal
- Due Diligence Risk Assessment
- Due Diligence Technology
- Elevator Pitch Executive Summary
- Exit Strategy
- Financial Modeling Fixed Costs
- Financial Modeling Revenues & Costs
- Financial Modeling Summary
- Management Team Documents
- Management Team Consultant’s Due Diligence
- Management Team Executive’s Due Diligence
- Marketing
- Marketing Plan & Budget
- Market Research Report
- Primary Point of Contact & Secondary Point of Contact
- Presentation Deck
- Sources & Uses
- Strategic & Tactical Plan
- Valuation Spreadsheets Valuation - Opinion Letter & Final Valuation Write-Up
- Virtual Portal (Data Room)
