To Our Investors and Partners:
As we cross into the second half of 2026, Capital Engine® is executing at an unprecedented pace. The macro thesis we have championed for years is unfolding exactly as anticipated: money is rapidly moving from public to private markets.
In the past two decades alone, private market assets grew from $5 trillion to over $15 trillion, and they are projected to reach $65 trillion by 2032. Capital Engine® is uniquely positioned to help investors and advisors navigate this massive structural shift in the global private markets financial system.
While Wall Street’s "Big Banks" are validating this sector through multi-million dollar acquisitions - such as Charles Schwab acquiring Forge Global, Goldman Sachs taking on Industry Ventures, and Morgan Stanley acquiring EquityZen - they remain narrowly focused on accredited-only exits and secondary trading.
Capital Engine® is building something fundamentally bigger. We are the mission-critical "plumbing" and compliant infrastructure for the entire global private market. We aren't just another marketplace; we are the end-to-end investment banking and technology layer that allows primary issuance, secondary trading, RIAs, and broker-dealer services to scale globally. We’ve had some incredible momentum since you joined us—here is where we stand today.
Financial & Series A Round Highlights
Our core valuation metrics reflect deep investor confidence as we scale our technology layer and regulatory footprint.
- Series A Launch: Our $5M Series A funding round is officially open and priced at $6.00 per share - effectively doubling our original seed price. Capital raised is directly funding the expansion of our secondary trading infrastructure, international platforms, and enterprise client growth link.
- Transaction Volume: Capital Engine® has successfully processed over $750M+ in transactions to date.
- Revenue & Pipeline Projections: We are currently tracking an active, near-term deal flow pipeline of $650M. This positions us cleanly to hit our internal financial targets over the next 24 months:
To handle our rapid scaling and broker-dealer integration, we have significantly strengthened our executive bench with industry veterans:
- Chief Revenue Officer (CRO): In December 2025 Erik Cooper onboarded to drive revenue, issuer / sponsor growth, venture capital initiatives, and accelerate strategic partnerships.
- Head of Capital Markets: Brian Chamberlain joined the team in March 2026 to drive capital markets expansion. Brian is also licensed with Mallory Capital.
- Chief Technology Officer (CTO): Etienne Nel joined the team in May 2026 to drive technological growth, manage our global syndication pipelines, and scale next-gen infrastructure.
This quarter was defined by key execution milestones across regulatory approvals, platform deployment, and strategic alliances.
1. Regulatory Footprint: Mallory Capital Acquisition
Following formal FINRA approval of our acquisition of Mallory Capital Group, we have successfully integrated its capabilities into our tech stack.
- Scale: Successfully onboarded Registered Investment Advisor (RIA) Glynn Capital Advisors into our integrated broker-dealer ecosystem, scaling our active footprint to 7 registered representatives.
- Impact: This transforms Capital Engine® into a fully integrated, next-generation private markets investment bank. We can now seamlessly execute offline private placements, and online exempt market transactions under one compliant, automated roof.
- The Syndication Hub: We officially deployed our centralized cross-firm hub, explicitly engineered for broker-dealers, RIAs, family offices and smaller institutions to collaborate on deal sharing, pool allocations, streamline capital formation and distribution.
- USA REIT Markets: Led by Laura Pamatian (COO) and Kyle Meyer (CRO), our dedicated digital real estate marketplace continues to scale. It serves as a next-gen portal for Regulation A+/D offerings, curation of commercial real estate, and tokenization pathways press release.
- Regiment Securities (Co-Syndication): Our live broker-dealer platform solution and strategic alliance with Regiment continues to expand our private markets infrastructure. This unlocks deep institutional distribution networks, digital subscriptions, and co-syndication workflows for network issuers press release.
- DealWire (AI-Driven Intelligence): A joint initiative combining Capital Engine’s transaction engine with DealWire’s advanced AI data solutions, equipping investment professionals with real-time, data-driven market intelligence directly inside our ecosystem press release.
Our infrastructure is built, our leadership team is set, and our market thesis has been validated by the world's largest financial giants. Moving through the rest of 2026, our focus remains absolute:
- Navigating the $65T Private Market Shift: With global private markets projected to skyrocket to $65 trillion by 2032, we are aggressively modernizing the foundational infrastructure supporting this massive asset class webinar recording.
- Accelerating Cross-Firm Deal Flow: We are scaling partnerships, distribution and deal-sharing across our centralized co-syndication hub, giving broker-dealers, RIAs, family offices, and institutional partners an unparalleled network for capital raising.
- Data-Driven & Liquidity Innovation: We are driving next-gen functionality inside our ecosystem by integrating advanced AI data solutions for real-time private market intelligence, alongside enhanced secondary liquidity programs and structured private market trading.
- Deepen Investor Relationships with next-gen private markets infrastructure built entirely around automated compliance, robust transparency, and secure transaction workflows.
Bryan Smith
CEO
Capital Engine®
https://capitalengine.io
