The tax incentive monitoring platform designed for fund CFOs.

CapGains helps VCs, angels, other shareholders and the companies they support maximize tax incentives by avoiding tripwires and unearthing opportunities.

With CapGains, you'll be prepared for whatever comes your way.

With CapGains, you'll be prepared for whatever comes your way.

With CapGains, you'll be prepared for whatever comes your way.

State Tax Incentive

Angel Investment Tax Credits

Many states provide tax credits to angel investors for investments made into companies in their state, some of which provide a credit for ~25% of the invested amount! The CapGains platform helps identify whether businesses may qualify for these tax credits.

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State Tax Incentive

Angel Investment Tax Credits

Many states provide tax credits to angel investors for investments made into companies in their state, some of which provide a credit for ~25% of the invested amount! The CapGains platform helps identify whether businesses may qualify for these tax credits.

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Federal Tax Incentive

Section 1244 Capital Losses

The “original QSBS”, IRC Section 1244, provides that certain capital losses may be deducted against ordinary income. This benefit is generally available to investors in the first $1M of equity invested into the company as well as meeting certain other QSBS related criteria.

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Federal Tax Incentive

Section 1244 Capital Losses

The “original QSBS”, IRC Section 1244, provides that certain capital losses may be deducted against ordinary income. This benefit is generally available to investors in the first $1M of equity invested into the company as well as meeting certain other QSBS related criteria.

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Federal Tax Incentive

Qualified Opportunity Zone Businesses

Qualified Opportunity Zones were created to help drive investment into certain regions of the United States, offering an up to 100% capital gains tax exclusion for qualifying investments. Qualified Opportunity Zone Businesses (QOZB) are businesses that operate within one of the ~8,700 Opportunity Zones. The CapGains platform helps identify whether businesses may qualify as QOZBs.

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Federal Tax Incentive

Qualified Opportunity Zone Businesses

Qualified Opportunity Zones were created to help drive investment into certain regions of the United States, offering an up to 100% capital gains tax exclusion for qualifying investments. Qualified Opportunity Zone Businesses (QOZB) are businesses that operate within one of the ~8,700 Opportunity Zones. The CapGains platform helps identify whether businesses may qualify as QOZBs.

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Federal Tax Incentive

QSBS

Qualified Small Business Stock (QSBS) helps to drive innovation in the US by offering an up to 100% capital gains tax exclusion for shareholders who obtained stock early in a company’s life cycle. In addition to holding the stock for at least 5 years, there are multiple requirements that have to be met by the issuing company, the security and the taxpayer in order to be eligible to realize the benefits of QSBS. Learn more about the QSBS eligibility requirements at QSBSExpert.com and track your eligibility through the CapGains platform.

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Federal Tax Incentive

QSBS

Qualified Small Business Stock (QSBS) helps to drive innovation in the US by offering an up to 100% capital gains tax exclusion for shareholders who obtained stock early in a company’s life cycle. In addition to holding the stock for at least 5 years, there are multiple requirements that have to be met by the issuing company, the security and the taxpayer in order to be eligible to realize the benefits of QSBS. Learn more about the QSBS eligibility requirements at QSBSExpert.com and track your eligibility through the CapGains platform.

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State Tax Incentive

Angel Investment Tax Credits

Many states provide tax credits to angel investors for investments made into companies in their state, some of which provide a credit for ~25% of the invested amount! The CapGains platform helps identify whether businesses may qualify for these tax credits.

Read More arrow-right

Federal Tax Incentive

Section 1244 Capital Losses

The “original QSBS”, IRC Section 1244, provides that certain capital losses may be deducted against ordinary income. This benefit is generally available to investors in the first $1M of equity invested into the company as well as meeting certain other QSBS related criteria.

Read More arrow-right

Federal Tax Incentive

Qualified Opportunity Zone Businesses

Qualified Opportunity Zones were created to help drive investment into certain regions of the United States, offering an up to 100% capital gains tax exclusion for qualifying investments. Qualified Opportunity Zone Businesses (QOZB) are businesses that operate within one of the ~8,700 Opportunity Zones. The CapGains platform helps identify whether businesses may qualify as QOZBs.

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How we're helping our customers avoid the tripwires and uncover hidden opportunities

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    QSBS Tripwire

    Disqualifying Transfer

    It is common for new fund managers to transfer investments that had been made personally to the fund after launching the fund, however we didn’t realize that such transfers would result in the stock losing QSBS status in the new partner’s hands until CapGains took a look under the hood.”

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    QSBS Requirement

    Gross Asset Level

    CapGains identified that the balance sheet reflected certain items which when adjusted for their tax basis put the level below the $50M threshold!

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    QSBS Opportunity

    1045 Rollover

    CapGains identified that we actually made a qualifying rollover investment but hadn’t claimed it, making for an immediate 500% payback to our signing up for the platform!

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    QSBS Tripwire

    Related Party Redemptions

    We don’t want to get burned by a QSBS tripwire again! A portfolio repurchased some of our stock and it caused all of our other shares of stock in the company to no longer qualify as QSBS!

  • exclamation-triangle

    QSBS Requirement

    Qualified Trade or Business Health

    We didn’t think that certain companies in our portfolio could qualify for QSBS, however CapGains helped us better understand how the Qualified Trade criteria is evaluated in particular for Health Services businesses, and it turns out more of our portfolio could be QSBS eligible than we thought.

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    QSBS Tripwire

    Offsetting Short Position

    We thought trading in derivatives would help protect our gains, however CapGains’ showed us how this caused us to taint our QSBS eligibility.

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    QOZB Tripwire

    Business Location

    We thought the office location we selected was within an Opportunity Zone, but CapGains showed us that we were using the wrong map, and were across the street from the OZ!

    sack-dollar

    QSBS Opportunity

    1045 Rollover

    CapGains flagged an opportunity that our tax advisors missed, which allowed us to show our limited partners that there are extra benefits to participating in our additional fund!  Namely, that an investment made by our newest fund can be treated as a qualifying 1045 reinvestment for eligible partners who participated in our first fund due to a liquidity event from the first fund.

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    Section 1244 Opportunity

    Loss Deduction

    Many of the companies we help close up shop are relieved to be able to offer some of their investors the ability to deduct losses, and CapGains’ provides a great complement to our services in this regard.

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    QSBS Tripwire

    Treatment of Partners in Pass-Thru Entities

    In our pilot with CapGains we learned that the way we structured our investments was shooting ourselves in the foot with QSBS as we were admitting partners to the fund after we made the investment!

Case Study

Learn how Primary Venture Partners leveraged QSBS in a secondary transaction to maximize returns for their LPs

CapGains is your trusted partner for getting tax incentives right.

A complete solution for your VC fund.

01

Before You Invest

Security Diagnostic

Uncover hidden opportunities and optimize tax benefits across all your investments.

Full Portfolio Analysis

Uncover hidden opportunities and optimize tax benefits across all your investments.

Stakeholder Education

Empower your stakeholders with the knowledge to make informed decisions and maximize tax benefits.

02

During Your Holding Period

03

After You Sell

01

Before You Invest

Security Diagnostic

Uncover hidden opportunities and optimize tax benefits across all your investments.

Full Portfolio Analysis

Uncover hidden opportunities and optimize tax benefits across all your investments.

Stakeholder Education

Empower your stakeholders with the knowledge to make informed decisions and maximize tax benefits.

02

During Your Holding Period

03

After You Sell

01

Before You Invest

02

During Your Holding Period

03

After You Sell

Security Diagnostic

Uncover hidden opportunities and optimize tax benefits across all your investments.

Full Portfolio Analysis

Uncover hidden opportunities and optimize tax benefits across all your investments.

Stakeholder Education

Empower your stakeholders with the knowledge to make informed decisions and maximize tax benefits.

01

Before You Invest

Security Diagnostic

Uncover hidden opportunities and optimize tax benefits across all your investments.

Full Portfolio Analysis

Uncover hidden opportunities and optimize tax benefits across all your investments.

Stakeholder Education

Empower your stakeholders with the knowledge to make informed decisions and maximize tax benefits.

02

During Your Holding Period

03

After You Sell

01

Before You Invest

Security Diagnostic

Uncover hidden opportunities and optimize tax benefits across all your investments.

Full Portfolio Analysis

Uncover hidden opportunities and optimize tax benefits across all your investments.

Stakeholder Education

Empower your stakeholders with the knowledge to make informed decisions and maximize tax benefits.

02

During Your Holding Period

03

After You Sell

Upcoming Events

Miami Skyline
Miami Skyline
Miami Skyline
May 14, 2025, 12:00 PM

QSBS Roundtable Lunch for Venture Fund CFOS and Tax Directors

Network with peers while discussing QSBS and other top of mind topics.

location-dot

Miami, FL (Exact Location TBD)

Park City
Park City
Park City
Apr 16, 2025, 12:00 PM

QSBS Roundtable Lunch for Venture Fund CFOS and Tax Directors

Network with peers while discussing QSBS and other top of mind topics.

location-dot

Park City, UT (Exact Location TBD)

Maximize your tax incentives by avoiding tripwires and unearthing opportunities.

© 2024 CapGains, Inc. All rights reserved.
Product
Portfolio Analysis
© 2024 CapGains, Inc. All rights reserved.
Product
Portfolio Analysis
© 2024 CapGains, Inc. All rights reserved.