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The Capizate Score™ Process

$1000 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”

$1000 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

$250 Per Month Per Enterprise

PRE-PAID FOR THE YEAR - ANNUAL MEMBER BUNDLE PRICE IS $2500

Includes the One-Time $1000 Certification Fee and $3000 Annual Subscription - Saves $1,500

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)
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Corporate Offices

3620 E. Flamingo Road Road
Suite 9
Las Vegas, Nevada 89121

702.960.2607