Coastal Capital

PROJECT FINANCE ADVISORY

Get ready
for financing.

We help businesses prepare for financing, find financing partners, and navigate complex transactions through closing.

Discuss your financing Explore our services

CHARLIE CAMPBELL / FOUNDER

Experience from the borrower's side.

Cofounder and former VP of Finance at Circle Seafoods, where Charlie led complex financing through closing, coordinating 40+ participants.

His experience includes financial modeling, capital structuring, construction financing, and NMTC reporting.

MBA, University of Chicago Booth School of Business.

Charlie’s background on LinkedIn

A SIMPLE FIRST STEP

Financial Preparation

$2,500 — fixed fee

Turn your financial history into a credible starting point for lenders.

What you receive:

  • Basic pro forma based on historical financials.
  • Financial overview and key assumptions.
  • Identified information gaps.
  • Recommended next steps.

Target delivery: 5–7 business days after receiving agreed financial records.

A comprehensive financial model is not included.

Discuss Financial Preparation

How we help

Financial Preparation

$2,500 fixed fee

Basic pro forma, financial overview, and next steps based on historical performance.

Financial Preparedness

$15,000–$25,000

Comprehensive financial models, evidence-based projections, financing scenarios, and a lender-ready data room.

Defined preparation engagement. Excludes ongoing lender outreach, negotiations, and transaction coordination.

Transaction Advisory

Custom fee

Identify financing partners, develop the transaction approach, and coordinate borrower-side financing through closing.

Includes financial diligence. Services are subject to applicable professional and regulatory requirements.

No mandatory sequence between services.

Specialized experience

New Markets Tax Credits (NMTC) borrower advisory and USDA Business & Industry (B&I) financing.

QALICB Consultant — borrower-side NMTC advisory for Qualified Active Low-Income Community Businesses.

Simple to get started.

  1. Tell us what you're financing. Share your business, funding needs, and current stage.

  2. Agree on the scope. We'll define the services, deliverables, timeline, and fees.

  3. Get the support you need. We'll prepare your financials or help coordinate your financing transaction.

Let's discuss your financing.

Tell us about your business and what you're looking to finance.

Contact Charlie 907-401-0966

Please leave out sensitive financial records.

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