CapControls and Qval Announce Merger

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Companies to Operate Under New Business Name – Shareholder InSite

CapControls, a provider of shareholder data management tools and services for private companies, venture capital (VC) and private equity (PE) firms, and Qval, a technology service company founded as a spin-off of Quist Valuation and provider of centralized financial data services for VC and PE firms, today announced a merger. The agreement forms a new company, Shareholder InSite, and creates a comprehensive service offering for both private investors and their portfolio companies.

Under terms of the agreement, Joe Maxwell, Founder and CEO of CapControls, continues in the same role for the new company. Brett Suchor, President of Qval, joins Shareholder InSite as President and a member of the Board of Directors.

Shareholder InSite will offer a suite of services and software-based tools that manage portfolio data for capital structure, develop financial measurements, address audit requirements and streamline shareholder communications. Operating as Shareholder InSite, the Qval platform will integrate relevant CapControls functionality to deliver a comprehensive set of capital structure and financial data tools to the VC and PE communities. In addition, the full range of CapControls services will continue to be marketed to portfolio companies.

“The merger of Qval and CapControls combines the strengths of each of the respective product offerings along with significant client leverage,” said Brett Suchor, Qval President. “CapControls offers a solution that elegantly addresses capital structure analysis and administration for portfolio companies, allowing us to provide a complete enterprise solution to Qval’s VC and PE clients.”

“Each company fully complements the other’s product platforms and services and provides portfolio companies and PE and VC firms with a single solution that is not available in the marketplace today,” said Joe Maxwell, Founder and CEO of CapControls. “We look forward to expanding on the merger and adding further services and relevant functionality to the platform.”

An integrated platform, combining legacy Qval features with CapControls’ cap table management, administrative and data collection features, is currently in pilot with plans for a Q2 2012 release. Several VC and PE firms are currently piloting the integrated Qval and CapControls services platform, including Village Ventures.

“From an investor perspective, an integrated platform directly addresses our best practices commitment to efficiently manage the information management needs for our own funds and portfolio companies,” said Steve Massicotte, Chief Operating Officer, Village Ventures. “This type of solution is not available to us today. Ultimately this merger will allow us to save both resources and time and strategically analyze and communicate the performance of our investments at all levels.”

Shareholder InSite will be headquartered in Nashville and will maintain sales offices in Boulder, Seattle and the San Francisco Bay Area. Expansion to the East Coast is planned for Q1 2012.

About CapControls
CapControls delivers analytical, administrative, and reporting solutions to improve the understanding and management of capital structures and shareholder records of private companies. CapControls is headquartered in Nashville, Tennessee. Additional information is available at or by calling 615-873-4567.

About Qval
Qval is an innovative financial data services company headquartered in Boulder, Colorado. The company traces its roots back to Quist Valuation, a world-class valuation firm with over 25 years experience. Qval was formed to streamline the data collection process for valuations and today provides a powerful platform for maintaining accurate, secure data for powerful business insight by private investors. Additional information is available at or by calling 866-551-7825.


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Amanda Cecconi
The Punching Nun Group
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