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 - Coming soon
Alternative Funding Options
Debt, grants, tax credits, RBF & strategic equity
Qualification required - Coming soon
The Books
Full cycle bookkeeping, accounting, and reconciliation
- Coming soon
Financial Statements
Compilation, review & audit-ready output
- Coming soon
Financial Planning & Analysis
Budgets, forecasts & variance reporting
- Coming soon
Quality of Earnings
Buyer-grade EBITDA bridge & diligence findings
- Coming soon
Valuation
Defensible business valuation, multiple methods
- Coming soon
Litigation Support
Damages quantification & expert findings
- Coming soon
Mergers & Acquisitions
Buy-side & sell-side transaction support
- Coming soon
Private Equity
Deal sourcing, diligence & portfolio tools
- Coming soon
Venture Capital
Cap table, term sheets & round modelling
- Coming soon
Family Office
Real-time wealth, estate & succession oversight for the owner family
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.