Building tools for humans with AI support, not AI tools.
At Scientia Capital Solutions, we believe in making investment opportunities accessible to everyone. Join us in exploring innovative businesses and unlocking your potential as an investor.
The Problem & Solution
The Need: Preferential rights of convertible debt and equity reduce risk and dynamically change potential returns. Today, creating and analyzing equity waterfalls is limited to Excel, and it’s arduous.
The Solution: CapUCalc is a Trailhead application for private equity and family office investors to analyze investments in preferred and convertible notes and the implications of each negotiated structural term, with direct feedback from board members, shareholders, and executives.
Product: Phase 1
First Release
CapUCalc: Tools for Investing in Multi-Class Equity Structures
Four capabilities. One platform every invited party can use.
The mission of Scientia Capital Solutions is to democratize investments in dynamically expanding businesses raising capital, attracting a new level of investors. A big ask that starts with CapUCalc.
Model the Future
Design and analyze tranche-level participation. See who joins at what price and how each scenario scales.
Analyze Scenarios
Surface the metrics that drive consensus while using AI to help analyze data, not store it.
Share Projects
User-friendly models accessible to every invited party; no spreadsheets passed around.
Secure the Data
Finalize projects in compliance with accounting standards and retain future access for comparison and reflection.
Roadmap: What’s Next
Phase 2: Business Valuations
AI-supported valuation models focused on real and implied discount rates, including: Discounted Cash Flow Method · Guideline Transaction Method · Guideline Public Company Method · Discount Rate Range: 15–17%
Phase 3: SCS Terminal
Real-time data and alerts for high-net-worth individuals and family offices. Sourced capital, live deal tracking, cross-deal participation, and watchlist alerts built for the fastest-growing segments of the portfolio market.
Platform Moat Touch & Time: Many touch points, deepening over time, a natural moat with room to expand.
Who touches the platform: 8 stakeholder roles, one source of truth: Owners · C-Suite · Board · Investors · Advisors · Staff · Legal · Audit
Why it’s a moat:
- Many touch points: Owners, boards, auditors, advisors, and staff all rely on the same model, not a chain of spreadsheets.
- Compounding over time, every cycle deepens stakeholder reliance. The longer they’re on it, the harder it is to leave.
- Built to expand. Every adjacent workflow (Legal, Audit, Board, ERISA) becomes a plug-in opportunity.
Integration ecosystem: CapTable App · Valuation App · Legal App · Board App · Accounting App · Transaction App · ERISA App · Social Media App
Market Opportunity: Addressable Market
As of mid-2025, the number of private equity funds operating in the U.S. has increased by more than 50% over the past five years. In 2024, PE firms invested in over 7,000 U.S. companies. The number of family offices has grown to more than 8,000 globally.
U.S. Segment Addressable Market for Phase 1 / CapUCalc: ~2.7 million
SAM members include teams supporting private equity, family offices, M&A, executive search, and valuation.
SYSTEM OF RECORD: Built for Compliance
One workflow. Three accountable roles. Every decision recorded and available across the life of the investment.
Built to meet ASB Advisory Opinion 41 : Use of Technology in Appraisals
SETUP
Admin invites teammates, sets roles, and seeds the first capitalization table.
INITIATE Admin creates a project and assigns a sole Project Lead who adds collaborators, CapTable, and fixed assumptions.
BUILD & RATE
Lead and Collaborators submit variants, comment, and score. Every change is attributed and time-stamped.
FINALIZE The Project Lead promotes the final variant. Decision, inputs, and history are locked into the record.
Defined accountability: Three distinct roles with bounded permissions at every milestone.
Milestone discipline: Every project advances through the same gated stages.
Audit-ready record: Each step is time-stamped, attributed, and preserved.
Contact Us Today!
Call Us: 123-456-7890
Email: info@scientia.com
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Our Location
Secondary Contact: 987-654-3210
Support: support@scientia.com
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