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  • Cap Table Management

    Effective May 15, 2012, Solium Capital, Inc. has acquired the CapMx business. Solium is a software-as-a-service (SAAS) company, and is a leading global provider of web-based stock plan administration technology and services. Solium is an ideal partner to care for our CapMx client's evolving equity compensation needs. The sales and support contact information (email and telephone numbers) listed on the SVB website for the CapMx team remains unchanged. SVB Analytics will continue to provide valuation and advisory services to our clients.


    Manage private company stock options, preferred stock, restricted stock, warrants, with CapMx® Equity Compensation Management software as a service (SAAS).

    Cap Table Management - CapMx demo


    Our cap table management software for venture-backed companies is web-based and highly secure. Our patented technology replaces spreadsheets, unifies information silos, and eases regulatory reporting.

    SVB Analytics is pleased to announce that eProsper, Inc. is now a wholly owned subsidiary of SVB Analytics.

    button - demo overview 
    See how CapMx can speed and simplify equity administration and ASC Topic 718 (FAS 123R) compliance

    Compliance Made Easier

    Preparing for compliance audits is time-consuming and often stressful. CapMx Equity Compensation Management simplifies the audit process with tools that support being "diligence-ready" and constant compliance, as required by IRS, SEC, and FASB regulations.

    • Full Disclosure Expense Reporting: Our ASC 718 (formerly FAS 123R) module enables users to calculate option expenses, run historical analyses, and generate necessary ASC 718 footnote disclosure reports.
    • Quick-Calculation: Quickly and easily determine volatility based on public peer group historical analysis, expected term, and interest rates, thereby simplifying the process of determining Black-Sholes fair value.
    • Forfeiture Rate Calculation: Calculate forfeiture rates based on historical grant activity and automatically true-up expenses on a per-period basis.

    Better Capitalization Management

    Successful companies invariably outgrow spreadsheets, realizing the limitations, risks and costs of an outdated data management system. Our comprehensive solution enables consistent and accurate tracking of equity.

    • You can track your corporate equity, including stock options, restricted stock, common and preferred stock, warrants and convertible debt.
    • Reports and Modeling Tools: Our capitalization reports are available at the touch of a button, and sophisticated analytics tools assist you with "what-if" anti-dilution and exit analysis modeling.
    • Electronic delivery and online access: Lower the cost of option grant preparation, handling and distribution with electronic optionee notification of new grants and online acceptance. Optionees can also access their grants, plans, and vesting information.

    Implementation, Training and Support

    Your SVB Analytics account representative can help maximize the value of CapMx Equity Compensation Management for you:

    • Implementation services: Our team reviews, prepares, and migrates historical data into CapMx ensuring accurate and successful onboarding to our system.
    • Training sessions: A thorough training program — available 24/7 at your convenience — ensures you are comfortable and conversant with the technology's capabilities.
    • Client support: Our experienced, equity professionals are available during business hours to answer questions and help step you through complex processes. Our robust on-demand help area provides quick answers to all of your questions.

  • Select Clients

    SVBA’s experienced and sector focused valuation team has provided us with excellent quality reports over the last few years. The team is very professional, knowledgeable and capable.Reports are delivered on time and their response time on questions is excellent.Their work is known to and respected by our auditors, which takes as much pain out of the valuation process as possible.Along with the web based software solution CapMx which has been proven to be an incredibly easy tool for managing our stock options, not only are we compliant ready but also confident  we have chosen the best solution in the market.
    Steven K. Shevick, Chief Financial Officer

    SVB Analytics helped us implement a cost-effective and efficient solution for tracking our cap table and option grants, with dynamic reporting that lets us get the historical views our auditors and investors need. It was also refreshing to work with a knowledgeable customer service team that really understood cap table dynamics, rather than just an all-purpose call center. I wish we would have implemented CapMx two years ago. 
    Brad Downes, VP of Finance

    We chose CapMx for equity management and compliance over the competition based on recommendations from industry experts and affordability. Our implementation was easier than I ever thought it could be. The CapMx client manager performed most of the heavy lifting without added charges. Time spent with equity in our first audit with CapMx in place was signficantly reduced. We’ve been using CapMx for a few years with postive results in all areas of equity management and compliance.
    Bob Stenz, CPA, LogLogic Corporate Controller

    SVB Analytics' CapMx has a very comprehensive feature set for private company equity management and has proven easy and intuitive to use. We have benefited the most from its excellent reporting capabilities and the simple, straightforward 123R compliance calculations. CapMx has really helped us to comply with the requirements detailed by our corporate law firm and "Big Four" external audit firm. 
    Rick Foreman, VP Business Operations & CFO

    The CapMx option administration software, Participant View, has revolutionized the way we issue options to employees. It’s a very straightforward process for employees to electronically sign grant documents, check on vesting, or submit an exercise request. This cuts out the paperwork back and forth between our counsel, stock administrator, HR, accounting, and the employees. I cannot imagine issuing paper option grant documents again. 
    Ken Jowe, Controller
    CardioDX
 
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