CapGains: Features, Software Overview & Case Studies
The tax incentive monitoring platform to maximize benefits.
CapGains is a tax incentive monitoring platform serving VCs, angel investors, and the companies they back. It helps users maximize US tax benefits — primarily QSBS, Qualified Opportunity Zones, and Section 1244 — by flagging eligibility risks and surfacing unclaimed opportunities across investment portfolios.
Product
CapGains
Use cases
Compliance, Risk & Regulatory · Corporate & Transactional
Founded
2020
Headquarters
United States
Founders
David Stephens, Kyle Richless
Last updated
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What CapGains does
The platform supports investors through the full investment lifecycle: pre-investment screening, ongoing holding-period monitoring, and post-exit analysis. Key functions include identifying QSBS tripwires (such as disqualifying transfers, related-party redemptions, and offsetting short positions), confirming gross asset thresholds, evaluating Qualified Trade or Business eligibility, and spotting 1045 rollover opportunities. It also helps identify state-level angel investment tax credits and Section 1244 loss deductions. A case study with Primary Venture Partners illustrates its use in secondary transactions to benefit limited partners.
What it does
CapGains core capabilities
Security Diagnostic
Identifies QSBS tripwires and hidden tax benefit opportunities.
Full Portfolio Analysis
Audits all investments for tax incentive eligibility and risks.
Stakeholder Education
Provides knowledge resources to help stakeholders maximize tax benefits.
QSBS Monitoring
Tracks qualification requirements and flags disqualifying events.
Qualified Opportunity Zone Business (QOZB) Identification
Determines whether portfolio companies qualify as QOZBs.
Angel Investment Tax Credit Identification
Identifies state-level angel investor tax credit eligibility.
Section 1244 Capital Loss Tracking
Flags qualifying capital losses deductible against ordinary income.
1045 Rollover Opportunity Detection
Surfaces qualifying rollover investments that may otherwise be missed.
Case studies
Verified customer results
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Trust & compliance
CapGains security at a glance
Security certifications
Named enterprise customers
Pricing details
CapGains pricing
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Product interface
CapGains Interface
Comparisons
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FAQs
Frequently asked questions about CapGains
CapGains covers federal incentives including QSBS (IRC Section 1202), Section 1244 capital losses, and Qualified Opportunity Zone Businesses, as well as state-level angel investment tax credits. It monitors eligibility, tracks requirements, and flags risks across all of these programs for investors and the companies they support.
CapGains is built for venture capital funds, angel investors, and other shareholders, as well as the portfolio companies they invest in. It helps these users identify and protect tax incentive eligibility throughout the investment lifecycle — from pre-investment screening through the holding period and beyond an exit event.
A QSBS tripwire is an action or condition that causes stock to lose Qualified Small Business Stock status, potentially eliminating a significant capital gains tax exclusion. CapGains monitors portfolios for common tripwires such as disqualifying transfers, related-party redemptions, offsetting short positions, and improper fund structuring, alerting users before or after these events occur.
CapGains supports three stages: before an investment is made (screening eligibility), during the holding period (ongoing monitoring and tripwire alerts), and after a sale (post-exit analysis). This lifecycle approach is designed to help investors preserve and maximize tax incentive benefits throughout their relationship with a portfolio company.
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