The tax incentive monitoring platform to maximize benefits.
CapGains is a tax incentive monitoring platform that helps investors and the companies they back identify and track eligibility for federal and state tax incentives. Its focus covers QSBS, Section 1244 capital losses, Qualified Opportunity Zone Businesses and angel investment tax credits. It is aimed at venture capital firms, angel investors and other shareholders, as well as the portfolio companies they support. The platform is positioned around avoiding tax tripwires and surfacing missed opportunities.
Product
CapGains
Founded
2020
Headquarters
United States
Founders
David Stephens, Kyle Richless
Last updated
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The platform checks whether businesses may qualify for tax incentives and tracks eligibility. The incentives it lists are QSBS, which CapGains' website describes as offering up to a 100% capital gains exclusion for shareholders who obtained stock early in a company's life cycle and held it for at least five years. Other listed incentives are Section 1244 capital losses, Qualified Opportunity Zone Businesses, and state angel investment tax credits, some of which CapGains' website says provide a credit of around 25% of the invested amount. Support is organised across three stages: before investing, during the holding period, and after selling. Named modules include Security Diagnostic, Full Portfolio Analysis and Stakeholder Education, which CapGains' website describes as tools for uncovering opportunities across all investments and educating stakeholders. The primary audience is venture capital funds, angel investors and other shareholders, plus the companies they support. The company's case study features Primary Venture Partners, which used QSBS in a secondary transaction. Tracxn lists the company as founded in 2020 and based in New York City, with five employees.
What it does
Identifies whether businesses may qualify for state angel tax credits.
Covers ordinary income deduction for certain capital losses on early equity.
Helps identify whether businesses may qualify as QOZBs.
Tracks eligibility for the QSBS capital gains exclusion.
Uncovers hidden opportunities and optimises tax benefits across investments.
Reviews all investments for tax benefit opportunities.
Gives stakeholders knowledge to make informed tax decisions.
Who it is for
Case studies
CapGains doesn’t have a client-confirmed case study on DreamLegal yet. Try exploring different products for exploring case studies.
Trust & compliance
Security certifications
Named enterprise customers
Pricing details
No plan prices or pricing model are listed. CapGains' website promotes a Free Portfolio Analysis via its contact page.
Product videos & screenshots
Product interface
CapGains Interface
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Transparency
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FAQs
CapGains' website promotes a Free Portfolio Analysis, reached through its contact page, and a Start Your QSBS Journey link. No free tier or trial duration is stated, so pricing should be confirmed directly with CapGains.
CapGains' website says CapGains helps VCs, angels, other shareholders and the companies they support maximise tax incentives by avoiding tripwires and unearthing opportunities. Its example case study features Primary Venture Partners, a venture firm.
It describes the platform as the place where users track QSBS eligibility and check whether businesses may qualify for angel tax credits and QOZB status. Integration details are not stated.
The website footer links to a privacy policy, but the contents of that policy are not included on CapGains' website.
CapGains' website describes web links for sign-up at qsbs.capgains.com and portfolio analysis via a contact page, but no deployment options.
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