Transparent Pricing
Free for startups and direct investors
Startups and their investors on the cap table pay no fees.
Free for startups
No charge for startups to use Capitalize.
Free for direct investors
Investors on your cap table pay no fees.
SPV investors pay $8K + state fees
All SPV investors collectively pay the lifetime costs of operating the SPV. For smaller raises, we ensure no investor pays more than 10% in expenses.
0% Carried Interest
0% Management Fee
1.8% Expense
SPV Funds Breakdown
Total SPV Investments
$500,000
SPV Expense
-$8,000
State Filing Fees
-$1,200
Capitalize Subsidy
+$4,200
SPV Investment Amount
$490,800
Frequently Asked Questions
What are state filing fees?
Most states charge a small fee to file a Form D. The total fee will vary depending on the number of states your SPV investors come from, but the average is $1200.
What is the lowest amount I can raise with an SPV?
We require a minimum raise of $50,000. If you'd like to raise less, you'll need to cover the SPV expenses so that your investors do not pay more than 10% in fees.
Can my startup pay the expenses instead?
Yes. You may opt to pay the expenses instead.