Smarter Investments.

Plug in your fund or portfolio and take advantage of the most comprehensive financial technology platform
for private equity investments.

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We make online investing simple.

We’ve introduced a new level of reporting and organization to equity crowdfunding.
From quarterly statements to key performance metrics, to our complete due diligence “Data Room” solution, we make it easier for parties to access documents and make sound investment decisions on our SEC and FINRA compliant platforms.
DEALFLOW

Invest directly into innovative, sustainable companies.

EFFICIENCY

We reduce the cycle time to complete a transaction by 70%.

ACCESS

Invest alongside other experienced investors.

TOOLS

24/7 access to financials and diligence documents.

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FASTER DUE DILIGENCE

OUR DATA ROOM MAKES IT EASIER TO LOOK DEEPER

Review all of the documents needed to make an informed investment decision with the high-end features, functionality and ease-of-use you need. We present all of the due diligence materials for your favorite deals in a well-organized, professional structure within our “Data Room”.

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MORE FINANCIAL DATA

FINANCIAL REPORTING TOOLS THAT GIVE YOU PEACE OF MIND

From quarterly to fiscal year statements, from operational KPI’s to financial KPI’s, you can now monitor the health and growth of prospective investments in real-time to see which of your favorite deals are gaining momentum.

Our Marketplaces

TRADITIONAL CAPITAL MARKETS

equityround-logoA marketplace for investors to be shareholders in top quality companies and special purpose funds that are ready to accept new equity capital. Equity Round provides access to corporate deals in the $1 Million to $40 Million range.

Visit Equity Round

DIGITAL CAPITAL MARKETS

transparentDealBox sets a new standard in how ICOs are vetted and managed from concept to launch. DLBX token affords it’s holders a reusable and inflation-proof discount voucher on presale tokens of high-pedigree.

Visit Deal Box

Invest With Confidence

Highly Vetted Investments

All companies listed are prepared and vetted for 60-90 days. Before being considered investment capital ready, every company listed on any of our platforms undergoes a thorough screening process.

World-Class Platform

Our financial technologies provide you with robust reporting tools and more data. We’ve developed visually appealing dashboards and a streamlined due diligence process that helps you save time.

Work With Experts

Our team is comprised of individuals recognized as top thought leaders in alternative finance by leading business publications such as Forbes, Inc., Entrepreneur, VentureBeat, and more.

Four steps to take you from browsing investment opportunities to successfully closing a deal.

  • 1. Register

    Register by clicking here—all it takes is your name and email address.

  • 2. Browse Investments

    Visit any one of our marketplaces listed above to view business pitches. Express interest to add companies to your favorites.

  • 3. Initiate Investment

    Go to your “Favorites” and click “Invest Now”. If you’re a first-time investor with us, we will ask you to complete a one-time, online Investment Information Form — a requirement of securities regulators.

  • 4. Complete Investment

    Enter your desired investment amount. Upon approval from the company and a CapValue investment suitability check, you will be instructed to complete an investment agreement and make your payment. Money will be held in Escrow until the closing date.

Looking for more information?
We have resources to get you up to speed.

 

Learn More

Looking for quality dealfow?
We add new companies every week.

 

View Deals

REGISTER TO INVEST

When you are ready to invest in opportunities prepared and packaged by business and investment experts, we invite your inquiry. Our team of capital market experts are available to discuss opportunities, simply send us your name and email to begin the registration process.


2173 Salk Ave, Suite 250
Carlsbad, CA, USA

E: contact@capservegroup.com
P: +855 500-6278