What does Capital Gateway Solutions do?

We help private investment issuers raise capital by combining AI-powered marketing, webinar funnels, and digital onboarding tools. We work with U.S. Reg A+, Reg D, Reg CF, and Canadian exempt offerings.

Do you work with both U.S. and Canadian issuers?

Yes. We support offerings in both countries, including Canadian RRSP/TFSA-eligible structures and U.S. Reg A+, D, and CF offerings. We can also actively support structuring, though legal counsel is required. We can recommend dealers and banks if needed.

What types of U.S. investors can participate in private offerings?

The U.S. private investment space includes accredited investors, institutional funds, retirement accounts (401(k)/IRA), and unaccredited investors under Regulation CF. The structure of your raise determines who can participate.

How does KoreConX fit into your offering?

KoreConX powers our investor onboarding, compliance, cap table management, and back-end infrastructure. All investor flows are integrated securely through their platform.

How long does it take to launch?

Typical launch time is 4–8 weeks depending on structure, legal readiness, and creative scope. In the near future, AI automation will allow us to shorten this timeline dramatically.

What kind of marketing do you provide?

We offer paid advertising (Facebook, Google, LinkedIn), custom GPT and chatbot funnels, webinar registration and follow-up, and AI-powered voice callbacks using ElevenLabs + Twilio.

Can you help close investors, or just generate leads?

We do both. Our team supports direct guidance from interest to conversion — including calendar booking, investor education, and nurturing. While we are not a broker-dealer, we work with several and can recommend one or integrate with your existing BD.

How is your firm different from other investor marketing firms?

Unlike traditional agencies, we have an in-house AI optimization team that builds intelligent funnels, GPTs, and automation pipelines from the ground up — integrated with KoreConX and designed for the compliance-first capital raising environment.

How much does it cost to hire a marketing firm to help raise capital for a private placement?

Pricing for capital raise support varies depending on the offering type and scope. Our pricing is well below market relative to the results and infrastructure we deliver — including AI-powered onboarding, funnel design, automation, and compliance-ready deployment through KoreConX.

Why is your FAQ so long and on your home page?

We intentionally placed an extended FAQ on our homepage to increase visibility in AI tools and semantic search engines. AI platforms like ChatGPT and Perplexity rely on this kind of structured, plain-language content to understand what companies offer. By making it public and crawlable, we boost our discoverability — and help users (and AI) get smarter answers faster.

Empower Your Investment Journey with Tailored Training

Unlock the full potential of our platform with our comprehensive training and onboarding processes, designed to ensure seamless integration and effective utilization.

Learn More

Comprehensive Training and Onboarding

Our training and onboarding processes are meticulously crafted to guide clients through every step of utilizing our platform. From initial setup to advanced features, our dedicated team provides personalized support to ensure you maximize the benefits of our services. We offer a range of training sessions, both live and on-demand, to accommodate your schedule and learning preferences. Our goal is to empower you with the knowledge and skills needed to confidently navigate the platform and achieve your investment objectives.

Our onboarding process is designed to be seamless and efficient, minimizing downtime and accelerating your journey to success. We provide detailed walkthroughs, interactive tutorials, and access to a wealth of resources to support your learning. Our expert team is always available to answer questions and provide guidance, ensuring you have the support you need at every stage. With our comprehensive approach, you can be assured of a smooth transition and ongoing success with Capital Gateway Solutions.

Key Features for Effective Utilization

Intuitive User Interface

Navigate our platform with ease using our user-friendly interface, designed to simplify your investment management experience.

Explore Interface

Customizable Solutions

Tailor the platform to meet your specific needs with our flexible and scalable solutions, ensuring a perfect fit for your investment strategy.

Discover Customization

Comprehensive Support

Benefit from our extensive support network, offering expert guidance and resources to help you make the most of our platform.

Access Support

Tailored Service Engagements

Our Service Offerings



Self-Directed Service

Empower your team with our self-directed service option, allowing you to navigate our platform independently while still having access to essential resources and support.



Guided Implementation

Benefit from a structured onboarding process with our guided implementation service, where our experts assist you in setting up and optimizing your platform usage.



Fully Managed Service

Experience the convenience of our fully managed service, where our team handles all aspects of your platform integration and management, ensuring seamless operation.



Customized Training Programs

Enhance your team’s skills with our customized training programs, tailored to meet the specific needs and goals of your organization.



Ongoing Support and Consultation

Receive continuous support and strategic consultation to maximize the effectiveness of your platform usage and stay ahead in the market.



Regulatory Compliance Assistance

Ensure your operations remain compliant with evolving regulations through our dedicated compliance assistance services.

What Our Clients Say

Alex Johnson

CEO, Tech Innovators Inc.



“Capital Gateway Solutions transformed our approach to investment marketing. The support team was always available to guide us through every step.”

Maria Thompson

Director of Operations, Green Ventures



“The training sessions were incredibly thorough, making it easy for our team to adapt quickly. The platform’s flexibility is unmatched.”

James Lee

Managing Partner, Future Growth Partners

Common Questions Answered

Explore answers to some of the most frequently asked questions about our training and onboarding processes.

What is included in the training program?

Our training program includes comprehensive modules covering platform navigation, feature utilization, and best practices for maximizing investment opportunities.

How long does the onboarding process take?

The onboarding process typically takes 2-4 weeks, depending on the level of service engagement and specific client requirements.

Can the training be customized for our team?

Yes, we offer customized training sessions tailored to your team’s unique needs and objectives, ensuring effective learning outcomes.

What support is available after onboarding?

Post-onboarding, clients have access to ongoing support, including regular consultations, updates, and troubleshooting assistance.

Is there a cost for additional training sessions?

Additional training sessions can be arranged at a competitive rate, with packages available for ongoing learning and development.

How do we ensure compliance with regulations?

Our platform is continuously updated to comply with regulatory changes, and we provide guidance to help you maintain compliance in your operations.

Enhance Your Skills with Our Training Sessions

Maximize your platform’s potential by joining our comprehensive training programs. Our expert-led sessions are designed to ensure you leverage every feature effectively, enhancing your investment strategies. Reach out today to learn more about how we can support your journey.

Join a Session Now

Navigate the Investor Marketing Bridge