We analyze your OZ compliance data and prioritize risk based on business impact. Here's how it works for you:
Leverage a data platform custom-built for Opportunity Zones.
CapZone’s first-of-its-kind platform captures your data at the level of Investor, Fund, and Business with the detail necessary to establish a solid compliance posture.
Correlate the Opportunity Zone Tax Code to your special business.
Complex tax regulations become business drivers with our intelligent rules engine. CapZone’s proprietary OZ logic analyzes your data against the IRS laws governing Opportunity Zones and identifies gaps and risks.
Stay informed with reporting tailored to your investments.
From monthly updates to end-of-the-year reporting, CapZone delivers timely and actionable information.
Protect Your Investment
Identify compliance issues early — or better yet, avoid them altogether.
Save Time and Money
Diligent tracking of compliance issues can forestall costly penalties and reduce legal discovery and analysis fees.
Investment-grade due diligence for your OZ fund sets you apart when it's time to raise funds and explore M&A.
The Pearl Funds
President and CEO
Snell & Wilmer