Course curriculum

  • 1

    User guide

    • Capitaliz User Guide
  • 2

    Third Party Integration Guide

    • Third Party Integration Guide

    • Third Party Integration demonstration [2:40]
  • 3

    Example client interviews

    • Non-financial Questionnaire (Interview Demonstration)

    • Exit Readiness Questionnaire (Interview Demonstration)

    • Add-backs Questionnaire (Interview Demonstration)

    • Benchmarking Questionnaire (Interview Demonstration)