Error is just one click away
On Excel, a simple click error can lead to serious consequences.
Where complex equity becomes simple
Master the calculations behind your capital transactions
Capwise secures your contractual calculations to prevent errors, save time, and ensure compliance.
Investment funds, lawyers, and founders rely on our service to build reports and financial models for their companies.
The financial calculations underlying your equity transactions represent a high-risk area
Time spent is not profitable
It's a time-consuming technical task that slows down decision-making.
Everyone has their own truth
Ensuring compliant calculations is difficult when stakeholders reach conflicting results.
Automate data extraction
Drag and drop, and you have the info
Before modeling even begins, information gathering is time-consuming, with data buried in numerous documents that must be searched manually. We automate that process for you.
Simulate waterfalls
Model all mechanisms
Easily integrate all the specific terms of each mechanism (warrant, ratchet, carried…) into your waterfall. Build your model and create scenarios in just a few clicks.
Detect the side effects of a simulation
Discrepancies often arise between what was agreed verbally, what was written, and the final Excel simulation. The rights attached to different share classes are complex. Ensure your simulations are consistent. An error is just one click away. Be fully equipped to lead negotiations.
Run comparative analyses
Compare different scenarios by adjusting multiple parameters. Gain clearer visibility across simulations. Identify the most favorable one to guide your next move.
Share anonymized models
Share a model highlighting the share categories instead of the capitalization table. You anonymize the information by presenting only the effects of growth on the share categories. Keep the terms of side agreements and cash-out operations confidential.
Compare investment offers
Perform comparative analyses of termsheets
Compare different termsheets by adjusting multiple parameters. Gain greater visibility across simulations and identify the most favorable one to decide your next action.
Estimate the value of your securities
Obtain an independent report for the issuance of securities (warrants, stock options, BSPCE…)
To issue your securities, use an independent report to justify their value. 409A compliant!
Calculate the right discount to apply to your ESOP plan
Get the fair value discount to apply to your ESOP plan. This is also relevant for existing plans you consider replacing to launch a new, more attractive and motivating plan for your employees.
“In shareholder agreements, profit-sharing provisions are often open to interpretation, which can be a major obstacle for companies. With Capwise, I make their modeling more transparent, automated and compliant for lawyers and their clients.”
Xavier RoussillonFounder CEO – Capwise
The agent for your contractual algorithms
Capwise secures your contractual calculations to prevent errors, save time, and ensure compliance.