Capitaliz

About

Capitaliz is a Sydney-based digital platform for exit planners that delivers business valuation, succession and exit planning via proprietary six-area, 21-step analytics and multi-stakeholder collaboration, tasking, and client-communication tools.

Mission

Capitaliz is a Sydney, Australia–based digital platform that enables exit planners to deliver scalable business valuation, succession, and exit planning outcomes. Its platform uses proprietary business-insights calculations across six areas and a 21-step process, built over more than a decade, to identify, protect, accelerate, unlock, and manage value in privately owned businesses. Advisors can collaborate with clients and stakeholders via the platform’s tasking and client-communication hub, and the product supports multi-stakeholder workflows involving accountants, wealth managers and attorneys. Capitaliz is used by dozens of advisors in North America and is endorsed by exit-planning organizations such as Legacy Advisors Network. The recent funding, led by Australian law firm Madison Marcus, will fund product enhancement and expansion into Europe and the Americas. Madison Marcus has licensed its ESG data to Capitaliz and will appoint Eric Boone, a lead partner in its Banking & Finance and ESG & Sustainability divisions, to Capitaliz’s board.

Quick Facts