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features
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Description

Our valuation tool employs a comprehensive approach by integrating all three valuation methods to deliver precise and trustworthy assessments that our clients rely on for informed lending choices. Our clientele consists of a diverse range of financial institutions, including both bank and non-bank lenders, Community Development Corporations (CDCs), Community Development Financial Institutions (CDFIs), Loan Packagers, and various other lending service providers. At Banker Valuation, we diligently strive to keep our business valuation tool current, refining both the valuation methodologies and the technology that supports it, ensuring that our platform remains a trustworthy, precise, and secure resource for internal valuations. This commitment allows us to offer the most reliable internal valuation source available, enabling users to validate purchase prices before engaging potentially expensive third-party valuation firms. Additionally, we provide affordable, unlimited valuations and comparable searches for a modest annual fee, delivering exceptional value to our subscribers. With this service, users can make well-informed financial decisions without incurring significant costs.

Description

Capitaliz does more that confirm your business's value. Intelligent recommendations guide you to increase that value through business development approaches like process improvement, reducing risk, and creating sustainable growth. Powered by Succession Plus, which is based on millions upon millions of exit planning data points. Capitaliz gives SMEs a purpose-built tool that allows them to benchmark and compare their performance with other industry competitors. This helps to identify over- or underperformance. Business owners have access to real-time benchmarked data about the business's value.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

MYOB AccountRight No 
NetSuite SuiteCommerce No 
QuickBooks Accountants No 
Xero No 

Integrations

MYOB AccountRight Yes 
NetSuite SuiteCommerce Yes 
QuickBooks Accountants Yes 
Xero Yes 

Pricing Details

$1,195 per user per year
Free Trial No 
Free Version No 

Pricing Details

$350 per month per business
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Banker Valuation

Website

www.bankervaluation.com

Vendor Details

Company Name

Capitaliz

Country

United States

Website

www.capitaliz.com

Product Features

Product Features

Equity Management

Cap Table Management No 
Deal Management No 
Document Storage Yes 
ESOP Management No 
Financial Modeling Yes 
Options Management No 
Participant Portal No 
Portfolio Management No 
Private Equity Yes 
Public Equity No 
VSOP Management No 
Valuation Management Yes 
Vesting Management No 

Alternatives

Alternatives