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  • Capital Engine® Powering Online Capital Markets

  • Stamford, CT, USA
  • Overview
  • Markets
  • Business Model
  • Projections
  • Invest Now
  • Accomplishments
  • Pitch Deck
Pitchdeck

Building Mission Critical Infrastructurefor Private Markets

Capital Engine® is a global fintech firm that operates at the intersection of private markets, investment banking, and tech-driven innovation.

The firm leverages its proprietary technology and expertise to offer a comprehensive suite of services, including a network of retail-focused investment platforms, an enterprise advisory arm, and investment banking operations facilitated through its acquisition of Mallory Capital Group, a registered broker-dealer and member of SEC and FINRA.

We are transforming Private Markets and Secondaries Trading Infrastructure
key elements
Private Securities Markets Lack the Infrastructure of Public Markets*
Illiquid, Inaccessible and Inefficient
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Investor Access
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Limited Liquidity
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Transparency

* There is no established secondaries trading platform for exempt private securities market to match the public market infrastructure of the NYSE or Nasdaq

 

Rise of the Retail Investor

The Next Big Shift in Financial Services

Private markets are no longer the exclusive domain of institutional investors. A seismic shift is underway, with retail investors demanding access to alternative assets like private equity, venture capital, real estate, and private credit.

  • ✔️ 70% of high-net-worth individuals are open to investing in private markets with the right access
  • ✔️ New fund structures, like interval and evergreen funds, are unlocking participation
  • ✔️ General Partners (GPs) face operational hurdles in onboarding, managing, and reporting for retail investors at scale
  • ✔️ President Trump recently signed an executive order democratizing access to alternative assets in 401(k)s

The financial services industry is not yet fully equipped to support this transition, creating a multi-trillion-dollar gap in investment infrastructure.

 
Watch the video to learn more

Capital Engine® Technology Powering Private Market Access

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We Solve the Biggest Barriers to Retail Private Investing
  • ✔️ Retail investors control $10T+ in assets and are shifting allocations toward private markets
  • ✔️ Regulatory changes (Reg CF, Reg A+, etc.) are expanding access to alternative investments
  • ✔️ Traditional infrastructure is outdated, creating a need for seamless digital solutions
Capital Engine® is the technology bridge enabling this transformation.

We are actively partnering with brokers, wealth platforms, and financial institutions to democratize access, drive liquidity, and scale private market investing.

Case Study: AccretivUSA Reg A+ Solution

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Client Objective:

Client: AccretivUSA, a white label solution for Regulation A+

Goal: Build a high-scale, streamlined fundraising platform to onboard both accredited and non-accredited investors efficiently.

Solution: white-label, cloud-based private capital raising and investor management solution tailored for AccretivUSA.

Core Features & Capabilities:
  • ✔️ Full Lifecycle Support: investor onboarding and management
  • ✔️ Regulatory Compliance: built-in compliance tailored for Reg A+
  • ✔️ User Experience: investor-friendly interface and payment flow
  • ✔️ Scalable Architecture: supports future growth / volume
Value Proposition:
  • ✔️ Accelerated Fundraising: speeds up Reg A+ capital formation
  • ✔️ Operational Efficiency: eliminates manual compliance processes
  • ✔️ Broader Investor Reach: both accredited & retail investors
  • ✔️ Future-Ready Infrastructure: adaptability & long-term scalability

Revenue Model: monthly SaaS fee plus 1% transaction fee

Case Study: RegimentXpress Broker Dealer Solution

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Client Objective:

Client: Regiment Securities, a FINRA registered broker dealer specializing in alternative investments, serving lower and middlemarket enterprises, founder-led businesses, and family offices

Goal: create an advanced broker-dealer platform Regiment Xpress, to seamlessly connect issuers and fund managers with investors via a modern digital brokerage marketplace.

Solution: white-labeled, cloud-based broker dealer solution tailored for Regiment Securities operational and regulatory compliance needs.

Core Features & Capabilities:
  • ✔️ Marketplace Interface: enabling real-time investing
  • ✔️ End-to-End Workflow: investor onboarding and management
  • ✔️ Compliance & Licensing: built-in FINRA and SEC compliance tools
  • ✔️ Scalable Architecture: supporting future growth and volume
Value Proposition:
  • ✔️ Accelerated Deal Execution: digitizing capital formation
  • ✔️ Operational Efficiency: Eliminates manual compliance processes
  • ✔️ Improved Investor Experience: intuitive user journeys
  • ✔️ Future-Ready Infrastructure: Adaptability & long-term scalability

Revenue Model: monthly SaaS fee plus 1% transaction fee

The First Global Marketplace for African Private Shares

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Leveraging our technology, track record and market, regulatory know-how, Capital Engine®will provide liquidity programs for companies, a digital marketplace that brings together buyers and sellers of private growth company shares.

Capital Engine®is targeting its launch in South Africa with Africa Markets, before expanding to the rest of Africa.

Launch targeted November 2025, subject to the requisite regulatory approvals

Recent Accomplishments

Revenue Growth

50% pro-forma revenue growth (YoY)

Mallory Capital Group (MCG), enables Capital Engine to directly receive commissions on all transaction and platforms radically improving economics and revenue opportunities.

Estimated Revenue for 2025
$3M - $4M

Estimated Revenue for 2026
$9M - $12M

New Products / Services

Acquisition of Mallory Capital Group (MCG)
Investment Bank / Broker Dealer

With over $10 billion raised and combined 80 years of capital raising and advisory experience, MCG is a leading boutique private securities placement agent.

Advisory arm delivers strategic guidance to businesses seeking to navigate capital markets and raise funds.

Investment

Successfully raised series seed preferred round of $1M at pre-money valuation of $12M - 15M

Current Raise: $4M
(post-money valuation of $20M - $30M)

10X Return 2028

New Strategic Partners & Investors

Angel Investors Network
Oldest online Angel Investor Community in the US.

EasyProperties
Sourcing US commercial real estate opportunities for 3 million user base

USA REIT
Real estate investment marketplace for real estate opportunities, CRE funds and 1031 exchanges

Raffles Capital
Singapore Hedge Fund

Investment Banking

Acquisition of Mallory Capital Group
SEC and FINRA Registered Broker Dealer

  • ✔️ Capital Engine® acquisition and strategic partnership with SEC and FINRA-registered broker-dealer Mallory Capital Group
  • ✔️ Enable company to directly receive transaction commissions
  • ✔️ Radically improve the economics of Capital Engine® tiered business ecosystem and revenue opportunities
  • ✔️ Apply to operate an Alternative Trading System (ATS) in 2026 providing secondaries trading and liquidity
  • ✔️ ATS will support investing and trading in exempt private securities, digital and fractionalized assets
  • ✔️ With over $10 billion raised and combined 80 years of capital raising and advisory experience, MCG is a leading private securities placement agent boutique.
SEC Logo FINRA Logo
 

Why Private Markets are the Biggest Opportunity in Financial Services and the Driving Forces

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Pitch Deck Viewer

Business Model

Our Growth Strategy has the Revenue Streams to get us to our $100 Million Revenue Target
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Private Label Solutions

Example:
OrbVest CRE Income Fund

SaaS & B2C Transactional Fees

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Strategic Partnerships

Example:
Angel Investor Network

Easy Properties
Raffles Capital
Revenue Share 50 / 50

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International Expansion

Example:
Altvest Securities
Second Market

Registered FSP
African Markets

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Vertical Marketplace

Example:
CE Marketplace

USA REIT Markets
Asset Management & Transactional Fees

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Investment Bank

Example:
Mallory Capital

$10 Billion transactions
Transactional Fees & Warrants

  1. A fully integrated, white-label platform connecting retail investors to vetted private market deals.
  2. Strategic Partnerships with investment managers, broker dealers, family offices, social impact (ESG), and real estate funds to manage their investor communities using our technology.
  3. Global fintech company and strategic partnerships.
  4. Our online trading platforms connect potential investors with private company shareholders and enables them to efficiently facilitate private share transactions in the Reg D, Reg CF and Reg A space including real estate, venture capital, healthcare, renewable energy, social impact and digital assets to name a few.
  5. Investment bank and private placement, focusing on larger capital raises from institutional sources, typically $20 million to over $1 billion, for investment managers and private placements.

Go-to-Market Strategy

Target Segments, Acquisition Channels, Sales, and Growth

Multi-tiered Business Model, Revenue Streams and Growth Strategy

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Target Segments

Retail Investors: High-Net-Worth (HNW), family offices, angel investors

Institutions: Investment managers, broker-dealers & funds

Geographies: U.S. ? Africa (Nov 2025) ? Global expansion

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Acquisition Channels

Partnerships: Broker-dealers, wealth platforms, fintech firms

Private Label Solutions: for funds & managers

Direct Digital Marketing: Leverage partner ecosystems with 3M+ users

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Sales Strategy
B2B2C: Enable funds & managers to onboard investors

Enterprise Sales: $20M–$1B+ placements

Marketplace Model: Driving transactions & fees

 

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Growth Levers

Scale via strategic partnerships
Launch ATS in 2026 for liquidity & secondaries trading

International expansion (Africa first, then global)

SaaS + transaction fee recurring revenues

Notes to GTM: Capital Engine® is a global fintech platform transforming how private market investments are raised, managed, and traded.
We connect retail and institutional investors with high-quality private market opportunities through white-labeled solutions, strategic partnerships, and our own transaction-driven marketplaces. With a focus on compliance, scalability, and liquidity including the launch of our Automatic Trading System (ATS) in 2026 we are positioned to expand from the U.S. into Africa and beyond, delivering SaaS and transaction-based recurring revenues.

Competitive Analysis

Capital Engine® vs. Market Alternatives
Platform
Core Focus
Key Strengths
Gaps vs. Capital Engine
Capital Engine®
Primary + secondary markets, investment bank, advisory & BD services
End-to-end capital raising stack, white-labeled SaaS, retail & institutional reach, & regulatory execution
Brand scale vs. legacy secondaries, Reg A+, BD solution, & ATS in rollout
Forge Global
Venture secondaries, market data
Deep liquidity pool; indices; institutional network
No white-label; limited primary issuance/advisory
Hiive
Venture secondary order book
Transparent pricing; Hiive50 index
Primarily venture-focused; no issuer advisory/white-label
EquityZen
Curated venture secondaries
Consumer brand; steady deal flow
Not a tech stack for issuers; limited structuring support
Destiny Tech100
Public fund of private tech
Retail exposure via one ticket
Not an execution venue for issuers
Augment
FINRA-registered private stock marketplace
Low minimums; streamlined UX
Narrower product scope; no enterprise solutions
Juniper Square
Fund admin + LP portals
Best-in-class reporting & admin
Not a BD; no liquidity platform
Nasdaq Private Market
Company-led liquidity programs
Scale; tender offers & auctions
No retail white-label marketplace; less primary focus
Carta
Cap table + tenders/auctions
Deep equity mgmt penetration
No open marketplace; limited secondary scope

Capital Engine® is a global financial firm and investment bank delivering an integrated platform for primary issuance, secondary trading with an ATS planned for 2026, enterprise advisory, and broker-dealer services. Unlike single-purpose secondary platforms or back-office software, Capital Engine® offers a full-stack, white-label solution for issuers, funds, and financial intermediaries.

Project Title Document Title Action
Capital Engine® Powering Online Capital Markets 1 View

Capital Engine® Revenue Projections
Primary / Secondaries Market

Primary Market Revenue – Marketplace and Broker Dealer (Private Placements)
  Deals 2025 Commission % Revenue Deal Pipeline 2026+ Annual Revenue
Regulation D $30,000,000 4% $1,200,000 $60,000,000 $2,400,000
Regulation A $20,000,000 3% $600,000 $50,000,000 $1,500,000
Broker Dealer $50,000,000 2.5% $1,250,000 $200,000,000 $5,000,000
Total Revenue     $3,050,000   $8,900,000
Secondaries Market and Private Label Revenue
  Revenue / Issuance Issuances 2025 Revenue Pipeline 2026+ Annual Revenue
Listings Fees $20,000 10 $200,000 60 $1,200,000
Commission (SM) 2.5%   $125,000   $1,250,000
Private Label Recurring Fees   $480,000 / MRR $80,000 / MRR $960,000
Total Revenue     $805,000   $3,410,000
*Capital Engine is actively raising $250M for clients, with a $650M+ deal pipeline on our investment marketplace and private placement platform

Why Invest Now?

Raising up to $4M Series A

  • Series Seed: $1 million closed Jan 2025
  • Funded acquisition of broker-dealer Mallory Capital Group
  • Funded development of Capital Engine’s investment marketplace and software solutions
  • Currently raising $250 million for clients
  • Deal pipeline of over $650 million
  • Min. Investment: $24,000
  • Share price: $6 / share
  • Post-money valuation: $34 million

Uses of Capital

  • Accelerate & scale revenue growth: $2 million
  • Develop strategic partnerships: $500,000
  • Expand broker-dealer sales & marketing staff, and onboard key management team members: $1 million
  • Automatic Trading System: $500,000
Technology Shaping the Capital Markets of the Future

See visionary analyst Michael Markowski’s recommendations on Capital Engine®

It’s More Important than ever to Invest in Private Markets

Public markets are shrinking, while private markets represent a large and growing opportunity set.

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A Shift in Value Creation to Private Markets

There’s been a shift of wealth creation toward private equity. Companies are staying private longer, and fewer IPOs are coming to market. Companies today can generate billions in private market (Pre-IPO) value.

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Don’t Miss the Boat in Private Markets

Private markets grew exponentially over the last twenty years and are expected to grow at more than twice the rate of public assets, reaching up to $65 trillion by 2032

Private Capital Markets are Transforming
$1.23 T
Public Markets
$4.45 T
Private Markets
$2.3 T
Private Placements
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2023
* According to the most recent SEC data, exempt offerings accounted for approx. $4.45 trillion in capital raising, whereas during that same time period, publicly raised funds accounted for roughly $1.23 trillion in fundraising.
That’s 3.5 times more capital raised in the private markets than in the public markets.
Secondaries Market For Private Capital is Growing
10
Years
6 X
Growth
$130 B
Secondary Markets
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2024
* The secondaries market, where buyers and sellers trade existing interests in private equity funds and their portfolio companies, has grown to $130 billion, a six-fold increase during the past decade and anticipated to grow to $800 billion by 2028.
Given the rapidly expanding need for liquidity solutions in private capital, the potential for continued growth is exponential.

Any investment you do make will be in the the underlying company Capital Engine Inc.
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