Coastal Capital

Independent financial advisory

Get ready
for financing.

Financial preparation and borrower-side New Markets Tax Credit (NMTC) transaction support, without a full-time project finance hire.

Discuss your project

For borrowers, project sponsors
and finance leaders.

A clear first step

Financial
Preparedness Review

$2,500 fixed fee

Target: 5–7 business days after the agreed records are complete.

Know where your project stands—and what needs attention before the next financing conversation.

  • A concise written assessment
  • Review of existing sources and uses
  • Funding and documentation gaps
  • Prioritized next steps

Start with existing financials, a project budget, current financing documents and one client contact. No full model rebuild. Suitable for NMTC and conventional bank-financed projects.

Already have a defined scope? Proceed directly to a larger engagement.

Further support

Preparation through reporting.

Each engagement stands alone, with a defined scope and clear handoffs.

Capital Stack &
Financing Readiness

Financial models, sources and uses, financing scenarios, an organized data room and diligence checklist.

Scoped engagement

QALICB Advisory &
Transaction Coordination

Borrower-side financial diligence coordination, model updates, information-request tracking and financial closing-deliverable coordination.

Scoped engagement

Funding Management
& Reporting

Draw packages, funding-source reconciliation, a reporting calendar and agreed lender, CDE and grant reports.

Ongoing support · Scoped engagement

Founder experience

Grounded in the financial detail.

Charlie Campbell’s prior work at Circle Seafoods included financial models, construction draw workbooks and lender reporting, including NMTC financing. Coastal Capital brings that hands-on perspective to financial preparation and coordination.

Let’s start a conversation

What’s your
next financing step?

Include your organization, a brief project description, current financing stage and next deadline.

Please don’t send sensitive financial records in your initial inquiry.