CapBench Software
The workflow layer behind SBA-ready deals
CapBench Software gives sellers, advisors, and deal teams a structured process for every acquisition — from a public Opportunity Brief through buyer verification, Deal Book sharing, and engagement tracking. Every capability is designed to support SBA-ready deal flow, not generic document storage.
What the software does
Every feature follows the deal — from first buyer contact through document access and progression tracking.
Opportunity Brief(formerly Teaser)
A branded, link-tracked introduction to the business. Advisors see exactly who opened it and when — no more emailing PDFs into a void.
Buyer Verification(formerly NDA)
Verify buyer intent and identity online. The NDA is signed in the flow — no printing, scanning, or chasing. Tire-kickers drop off here, which is the point.
Deal Book(formerly CIM)
The full deal narrative — financials, operations, and growth story — in a structured digital format. Watermarked for every viewer, readable from one link, no buyer account required.
Secure document sharing
Share sensitive deal documents behind gated access. Buyers see only what you have authorized at each stage. Every view is logged.
Buyer engagement tracking
See who opened the Opportunity Brief, who completed verification, who read the Deal Book, and who went quiet — across every stage in real time.
Buyer progression stages
Move buyers through a structured process: Brief → Verification → Deal Book. Every buyer has a visible stage, so you know where each one stands without asking.
Listing creation & admin
Build and publish listings with SBA financeability context. Set deal terms, upload financials, and control what goes public versus what stays behind the NDA gate.
Lead capture from listings
Buyers who find your listing on CapBench enter your deal room directly. Every inquiry is captured, tracked, and moves through the same verified workflow.
Multi-deal pipeline view
Run multiple deals from one dashboard. See every active deal, every buyer stage, and every engagement signal across your whole pipeline at a glance.
Built for SBA-ready acquisition flow
SBA-ready listings live on CapBench where buyers browse and pre-qualify. When a buyer is ready to move forward, CapBench Software handles the private workflow: the Opportunity Brief, buyer verification and NDA, Deal Book access, and document sharing — all tracked so advisors know exactly where each buyer stands.
- Public listing with SBA financeability context
- Buyer pre-qualifies and requests access
- Opportunity Brief delivered, viewed, and tracked
- Buyer completes verification and signs NDA online
- Deal Book shared with engagement tracking
- Advisor follows progression and closes the loop
Ready to run your first deal?
The Free plan includes one full deal — Opportunity Brief, Buyer Verification, and Deal Book — with no credit card required. Paid plans add concurrent deals, branded briefs, enriched buyer intelligence, and team collaboration.