Capital Advisory
We analyze your cash flow, capital structure, and fundability, then architect the right mix of debt, equity, SBA, commercial, and venture capital — and place you with institutions where you'll get a yes.
Capital Advisory for Founders the Banks Overlooked
You Have the Revenue.
You're Missing the Structure.
CapTable Solutions architects the capital structure, banking relationships, and financial positioning that turn a fundable business into a funded one — for companies doing $500K to $5M in revenue.
Debt · Equity · SBA · Commercial · Venture — structured, positioned, and placed with the right institution.
The Problem
Revenue Doesn't Get You Funded. Positioning Does.
You've built a real business — three-plus years, real cash flow, real customers. Then you walk into a bank by yourself and get a "no" that has nothing to do with whether you'll pay them back. The capital is there. What's missing is the structure on paper, the relationships behind the desk, and someone who knows how the institution actually reads you before you ever apply.
That gap is what we close.
The Ecosystem
One Firm. The Full Capital Lifecycle.
Tier I — Core Advisory
100K VIP Day
A one-day, high-touch capital intensive on Wall Street. You leave with a minimum of $100K secured and our entire framework in your hands.
1:1 Advisory & Strategy Sessions
Direct counsel on structure, fundability, and your next financing move.
Tier II — Situational Advisory
Tier II and Tier III engagements are facilitated in coordination with FINRA-registered broker-dealers and licensed advisory professionals. CapTable Solutions serves as the strategic advisory and coordination layer.
M&A Advisory
Sell-side preparation and positioning for founders ready to be acquired on the right terms.
Restructuring & Turnaround
Rebuild the balance sheet, renegotiate obligations, and stabilize businesses under capital pressure.
Tier III — Growth Ceiling
Tier II and Tier III engagements are facilitated in coordination with FINRA-registered broker-dealers and licensed advisory professionals. CapTable Solutions serves as the strategic advisory and coordination layer.
Capital Markets & IPO Readiness
For companies scaling toward institutional rounds and public-market readiness — structured years before you need it.
The Method
How We Work.
01Step
Diagnose
We pressure-test cash flow, balance sheet, and fundability through our proprietary credit intelligence framework — the same underwriting read the institution will run on you, weeks before you ever apply.
02Step
Architect
We design the capital structure: the right instrument, the right amount, the right sequence. Debt, equity, SBA, commercial, venture — sized to the business, not to what's easy to sell.
03Step
Place
We position the file and place you with the institution where the answer is yes. Direct introductions to decision-makers — not portals, not applications, not cold submissions.
Who This Is For
This Is Built for a Specific Founder.
We work across healthcare, media, e-commerce, technology, CPG, manufacturing, and service-based businesses — operating companies with real revenue and real momentum.
- —$500K–$5M in revenue
- —3+ years operating
- —Raising for growth, not survival
- —Previously denied financing
The problem was never the business. It was the approach.
The Flagship
One Day on Wall Street.
$100K in Capital.
Our Entire Playbook.
A private, single-founder intensive in New York City. We walk through your numbers, architect your structure, and place you in front of the institutions that fund operators at your stage. You leave with a minimum of $100,000 secured.
Add-on — the 90-minute Wealth Plan Roadmap, mapping personal balance sheet against the company's capital strategy.
Authority
Built by an Operator, Not an Originator.
KB is the founder of Triangle Offense Enterprises — the holding company behind CapTable Solutions and the 100K VIP Day. He runs capital strategy for founders whose businesses are real, whose numbers are clean, and whose only missing piece is the institutional relationship.
Direct lines to banks, lenders, and private capital — and a front-line filter for what actually funds.
$27M+
Capital Facilitated for Clients
156
Founders Funded
<2%
Default Rate
$1.3M
Genius Brain
GeniusBrain
A wellness and supplement brand came to CapTable after a major bank turned them down. We structured and raised $1.3M to launch their Luxury Life Body Butter line — and the company doubled revenue within two years.
$300K
Sienna Sauce
SiennaSauce Co.
After a Shark Tank deal fell through, we ran a full business assessment, restructured operations and finances, and raised $300K — letting the founder scale production and expand distribution nationwide.
Engagement
We Don't Take Every Business.
We Take the Right Ones.
If you're operating at $500K–$5M and the structure is what's missing, request an engagement. We'll tell you, plainly, whether we're the right firm for the work.
By application only · Reviewed within 2 business days