Customer Support
We're here to help you tell your business story
Whether you're preparing your first valuation, collaborating with advisors, or updating buyers, our team can guide you through every screen.
Email Support
Send detailed questions, upload files, or request follow-up calls.
Live Chat / Talk
Chat with our agent Sienna, or talk to our agent Hamsa to get most of your questions answered 24/7
Knowledge Base
Step-by-step guides, onboarding checklists, and FAQs.
Need it now?
Get unstuck in a few clicks›
Jump straight into the part of Capitalize Biz you need. These links cover the most common support requests.
FAQ
Answers to common questions
How fast do you respond?
Email gets a response in under one business day. Live chat typically replies within 3 minutes during staffed hours.
Can you help me gather documents?
Yes. Send us what you have and we'll outline the missing items plus sample templates for banks, investors, or buyers.
Is my data secure?
All projects are encrypted at rest and in transit. We never share your information or contact your clients without explicit permission.
Still need help?
We can schedule a 1:1 onboarding call, review an investor request list, or join a diligence meeting. Let us know what moves your deal forward.