Background

You dream. We serve.

We’re a team of entrepreneurs helping other entrepreneurs build great companies.

About CSG

We have been through the process of preparing for and executing capitalization strategies. We understand the pressures and challenges you face. And we are experienced as investors and investment professionals and understand the sheer number of transactions that they see, and the points companies need to make in order to capture their attention, and imagination.

Principles

A business idea, although exciting,
is not enough.

Responsibility and accountability
are non-negotiable.

We strive to be realistic to a fault
and idealistic to a point.

We demand honesty, integrity and
demand for ethical behaviors of
ourselves and our partners.

Relationships work best when the
relationship is long-term and
interests are aligned.

We are committed to making a
positive impact on the companies
we serve.

Commitment is king,
and persistence is a virtue,
until it is not.

We always take what we do
personally.

We endeavor to be straightforward,
responsive and reliable and provide
as much as feedback as possible.


A Turnkey Capital Markets Solution for Our Companies.

Everyday, we take early stage companies through a full-service, assembly-line approach to capital fundraising. From assisting with raising their first seed round to securing their Series A, our overarching objective is to set entrepreneurs towards the most successful exit path as early as possible.

  • Step 1

    1-investment-packaging-icon-onlyIn the investment packaging process, we provide thoughtful analysis on valuation and structure, as well as critical feedback designed to strengthen the company’s narrative to investors.

  • Step 2

    2-direct-public-offering-icon-onlyIn the DPO process, we work with clients to refine the pitch, respond to feedback and advise with respect to best practices in corporate governance and investor transparency. We help identify appropriate target investors that are qualified and actionable.

  • Step 3

    3-Distribution-icon-onlyOur clients are listed on EquityRound.com, a proprietary platform built for issuers seeking to more broadly market their offerings. Our clients also are exposed to qualified IRA and 401K trust platforms with 45,000 clients and $10 billion in assets under management.

  • Step 4

    4-icon-onlyWe update investor materials, advocate to investors, institutions and the media on our clients behalf, laying the groundwork for future offerings. We open up our network and relationships that create and drive shareholder value.

We Improve the Optics

Getting your legal and financial house in order is a must. As the entrepreneurs we serve are thinking about survival, growth and domination, we lay a foundation that sets companies up for success.

Financial Advisory
Strategic Advisory
Corporate Governance
Branding
Investor Relations
506c Offerings
  • Traditional Approach

    traditional-optics

    Act like a public company

    Bank Statements

    Diligence Available Upon Request

    Transparency if Compelled

  • CSG Approach

    improved-business-optics

    Act like a public company

    Current Financial Statements Prepared in Accordance with GAAP

    Complete Diligence Available in Data Room

    Best Practices in Governance and Compliance

    Commitment to Transparency

Team
IMG_2795_iphoto
Thomas Carter
Founder | CEO

“We’ve created a true end to end supply chain approach to capital markets…”

Specializing in corporate finance, FinTech, marketing, multimedia and new product innovation, Carter has created a fast-track, modularized process unique to the industry.

Carter visualized and structured diversified, ground-breaking approaches to monetize the industry via innovative products, partnerships, and endorsements. He has been married for 15 years, has five boys and resides in San Diego, CA.

News
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Instant Imprints Recognized as #1 in Key Category by Entrepreneur Magazine
January 12, 2017

Instant Imprints Recognized as #1 in Key Category by Entrepreneur Magazine January 11, 2017 – II Translatlantic, Inc., franchisor of the... Read More
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II Transatlantic, Inc. Announces Plans for 506c Offering
December 20, 2016

II Transatlantic, Inc. Announces Plans for 506c Offering December 16, 2016 – II Transatlantic, Inc. (“II Transatlantic” or the “Company”), franchisor... Read More
interior of classic hotel room
Capital Services Group Engaged by Kona Village LLC to Provide Strategic Advisory Services and Prepare for 506c Offering
August 16, 2016

Capital Services Group Engaged by Kona Village LLC to Provide Strategic Advisory Services and Prepare for 506c Offering SAN DIEGO, Calif.... Read More

Entreprenuers Love CSG

  • We were very impressed with their timeliness and professionalism. The team at Capital Window helped us repackage our documents and establish the right capital structure, enabling us to raise the initial seed money within the first 30 days.

    clientQuote
    Tapio Maki
    CEO - Smart Salt
  • The Capital Services team was extremely helpful and patient in helping us put together the information we needed for our investment package. Their commitment to detail has allowed us to attract the investors that we are looking for.

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    Tom Mangione
    CEO - Empowering Health Network
  • Capital Services Group manages its companies and works with clients with the utmost integrity and is adept in its ability to contribute to building shareholder value.

    danen-butler
    Danen Butler
    CEO - Innovative Bottles Inc.
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GET IN TOUCH

When you are ready to attract capital or looking for opportunities packaged by business and investment experts, we invite your inquiry.


2173 Salk Ave, Suite 250
Carlsbad, CA, USA

E: contact@capservegroup.com
P: +760 212 4283