You dream. We serve.
We’re a team of entrepreneurs helping other entrepreneurs build great companies.
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.
A business idea, although exciting,
is not enough.
Responsibility and accountability
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
Commitment is king,
and persistence is a virtue,
until it is not.
We always take what we do
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.
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.
Act like a public company
Diligence Available Upon Request
Transparency if Compelled
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
“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.
Instant Imprints Recognized as #1 in Key Category by Entrepreneur MagazineJanuary 12, 2017
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II Transatlantic, Inc. Announces Plans for 506c OfferingDecember 20, 2016
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Capital Services Group Engaged by Kona Village LLC to Provide Strategic Advisory Services and Prepare for 506c OfferingAugust 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.
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.
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.
GET IN TOUCH
When you are ready to attract capital or looking for opportunities packaged by business and investment experts, we invite your inquiry.
2175 Salk Ave, Suite 250
Carlsbad, CA, USA
P: +760 212 4283