Coastal Capital Markets Services

Investment Sourcing Opportunities

Regular review of numerous sponsors & their investment offerings.

We ensure new products meet our stringent due diligence to make it onto the CoastalOne Platform.

We put our reputation on the line every time we decide to represent a sponsor and their investment offering.

Due Diligence

Our due diligence includes an initial assessment of the sponsor’s business strategy, investment focus and reputation. If passed, our team conducts a detailed due diligence review.

Sales and Marketing

We provide ongoing sales and marketing support across our national network of wholesalers, internal support personnel, ongoing training programs, and network of broker-dealers, RIAs, and financial representatives.


Coastal is active in providing approved continuing education programs and hosts periodic webinars discussing a range of topics including economic and investment trends, niche markets, compliance and regulatory matters, legal issues and investor concerns.