CapBench Software
Software pricing for advisors & deal teams
Start free with one full deal. Scale up when your pipeline does. All plans include the complete three-stage workflow — Opportunity Brief, Buyer Verification, and Deal Book — with engagement tracking on every stage.
Buyer tools are always free. Browsing SBA-ready listings, pre-qualifying, comparing lenders, and accessing Deal Books never costs buyers anything. Browse listings
Software plans
Free
One deal. The essentials.
For Advisors & Brokers
- 1 deal, 1 user, 20 qualified buyers per deal
- Opportunity Brief with link tracking
- Buyer identity verification & scoring
- Deal Book — your full deal narrative
- See who opened, who signed, who went quiet
Starter
Best ValueProfessional deal rooms for small firms getting started.
For Advisors & Brokers
- Everything in Free
- 3 concurrent deals, 100 qualified buyers per deal
- Branded Opportunity Briefs with your logo
- Phone + email Buyer Verification
- Enriched buyer intelligence — firmographics & qualification scoring
- Deal Book with section templates
- Buyer engagement tracking — who's active, who's not
- Team collaboration — invite your associates
- 30-day deal archive
- Email support
Business
Most PopularRun your pipeline like a real firm. Every deal, every buyer, full visibility.
For Advisors & Brokers
- Everything in Starter
- 40 concurrent deals, 500 qualified buyers per deal
- Opportunity Briefs with A/B testing & engagement signals
- Custom Buyer Verification workflows
- Full buyer intelligence — proof of funds verification, acquisition history & behavioral risk scoring
- Deal Book with financials, charts & visual narratives
- Guided disclosure sequencing — control what buyers see and when
- Multi-deal pipeline view — every deal, one screen
- Real-time buyer activity feed
- Deal progression reporting
- 6-month deal archive
- Priority support
Enterprise
White-label. Your brand, your domain.
For Advisors & Brokers
- Everything in Business
- 50 concurrent deals, 1,000 qualified buyers per deal
- Complete buyer pre-vetting — live qualification, background checks & deal-readiness scoring
- Custom domain & full white-label
- API & webhook integrations
- SSO / SAML authentication
- Audit trail & compliance reporting
- Dedicated account manager
All plans include SSL encryption, 99.9% uptime SLA, and GDPR compliance. Paid plan changes take effect on your next billing cycle.
Common questions
Is CapBench really free for buyers?
Yes. Buyers never pay. They view the Opportunity Brief, complete verification, and read the Deal Book at no cost — no account required.
Can I try it before committing to a paid plan?
The Free plan lets you run one deal with the full three-stage workflow. No credit card required.
What happens when I hit my deal limit?
Your existing deals keep running. You won't be able to create new ones until you upgrade or close a current deal.
Can I switch plans?
Yes — upgrade or downgrade anytime. Changes take effect on your next billing cycle.
Do buyers need to create accounts?
No. Buyers access the Opportunity Brief, complete verification, and read the Deal Book from a single link — no account or installation needed.
Start your first deal today
Open the app and run a deal from Opportunity Brief to Deal Book — free, no card required. Upgrade when you're ready for more concurrent deals and team features.