Capital Toolkit
The complete financial toolkit for Canadian business.
Select a module to get started.
The toolkit
One Toolkit. Every Financial Decision.
Focused financial modules. Each stands alone, but they share your numbers so you only enter them once.
Modules marked Live are in production today. Direct owner self-serve access is switching on module by module.
- Live
CSBFP
Canada Small Business Financing Program
Qualification required - Live
Alternative Funding Options
Debt, grants, tax credits, RBF & strategic equity
Qualification required - Live
The Books
Full cycle bookkeeping, accounting, and reconciliation
- Live
Financial Statements
Compilation, review & audit-ready output
- Live
Financial Planning & Analysis
Budgets, forecasts & variance reporting
- Live
Quality of Earnings
Buyer-grade EBITDA bridge & diligence findings
- Live
Valuation
Defensible business valuation, multiple methods
- Live
Litigation Support
Damages quantification & expert findings
Three Reasons It's A Toolkit, Not A Tool.
Your numbers, once.
Enter your business numbers a single time. Every module, financing, valuation, cash flow, and taxes, works from the same source of truth. No re-typing, no version drift.
Built for owners and the pros they trust.
CPAs, finance brokers, and lawyers use the same surface as their clients, with appropriate roles. Hand off, review, comment, and approve without leaving the platform.
Education first, every time.
No module unlocks without a short, free explainer of how the underlying process actually works. Decisions made from understanding stick. Decisions made under pressure don't.