Home
Loading

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

Get in touch

  • Contact

  • Request a demo

  • Request data updates

  • Add a company

Research

  • Companies

  • Investors

  • People

aVenture

  • Sitemap

  • Feature requests

Member

Backed by

© aVenture Investment Company, 2026. All rights reserved.

San Francisco, CA, USA

Privacy Policy

aVenture Investment Company ("aVenture") is an independent research platform providing detailed analysis and data on startups, venture capital investments, and key industry individuals. It is not a registered investment adviser, broker-dealer, or investment advisor and does not provide investment advice or recommendations. The data provided by aVenture does not constitute recommendations or advice, whether by methodology, analysis, AI-generated content, or a statement written by a staff member of aVenture.

aVenture is not affiliated with any of the people, companies, organizations, government agencies, regulatory bodies, or investment funds we provide coverage for on this site unless explicitly stated otherwise. Users assume full responsibility for decisions made based on information obtained from this platform. Links to external websites do not imply endorsement or affiliation with aVenture. Any links that provide the ability to invest in a primary or secondary transaction in a company are for convenience only and do not constitute solicitations or offers to buy or sell an investment. Investors should exercise heightened precaution and due diligence when investing in private companies, especially those not independently audited.

While we strive to provide valuable insights with objectivity and professional diligence, we cannot guarantee the accuracy of the information provided on our platform. Before making any investment decisions, you should verify the accuracy of all pertinent details for your decision. To the fullest extent permitted by law, aVenture shall not be liable for any direct, indirect, incidental, consequential, or financial damages arising from use of this site, whether by consumers of its contents directly or by persons or organizations covered by our research, even if we are advised of the possibility. Our best-efforts processes and correction request forms do not create a warranty or duty of care.

Profiles on this platform may include content generated in part by large language models (LLMs, artificial intelligence) that aggregate publicly available sources (e.g., SEC EDGAR, public filings, press releases). Source attribution is provided where known; always verify statements and claims here against original sources before relying on any data. Content on our site may contain inaccuracies, omissions, or what are commonly called 'hallucinations' if generated in part or in full by AI / LLMs. The risk can also exist even when content is written by a human, as internal and third-party sources may also have inaccuracies for the same or different reasons. While we randomly audit a proportion of content, this is not exhaustive.

We recommend that an independent auditor be hired to verify the accuracy of the information before relying on it for any sensitive decisions. By accessing this platform, you agree not to rely solely on any information generated by AI, aggregated, or sourced or written otherwise on this site, for investment, financial, or other decisions. aVenture assumes no responsibility for inaccuracies, omissions, or hallucinations. You must independently verify all data from primary sources. Use of this platform constitutes your waiver of claims for reliance-based damages, including negligent misrepresentation. To report an error, request a correction, or dispute information about a company or individual, contact us via our request data updates form.

Loading homepage
Loading
Loading
Home›
Research›
Investment Firms›
Capitala Group
AddedFeb 17, 2024
UpdatedJun 28, 2026
Capitala Group

Capitala Group

Operating

Capitala Group: SEC-registered adviser providing tailored financing for lower middle-market firms.

Location
Charlotte, NC, US
Founded
1998
Firm
Compare
Portfolio
Fundraising
Employees
Website

Capitala Group is an SEC-registered investment adviser specializing in customized financing solutions for lower middle-market companies and financial sponsors. The firm focuses on providing tailored capital to businesses in this segment, with investments typically ranging from $6 million to $37 million based on their portfolio companies.

Notable portfolio companies include Chicken Soup for the Soul, Installs, and OptioRx. Capitala Group's investment approach emphasizes flexibility and customization to meet the unique needs of each company they support. The firm's expertise in structuring various types of financing, including both equity and debt, allows them to offer comprehensive solutions to their portfolio companies.

Capitala Group - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments7
Current Portfolio Count6
Total Portfolio Exits1

Top Investment Stages

Series Unknown4 (57.1%)
Debt Financing3 (42.9%)

Stage Mix

Series Unknown 57%Debt Financing 43%

Concentration shown as share of disclosed investments by stage.

Recent Investments

Chicken Soup for the Soul logo

Chicken Soup for the Soul

Visible Body logo

Visible Body

OptioRx logo

OptioRx

Installs logo

Installs

US Bath Group logo

US Bath Group

American Clinical Solutions logo

American Clinical Solutions

InterSearch Group logo

InterSearch Group

Capitala Group - Classification

Also Known As
  • Capitala Investment Advisors, LLC
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6790Miscellaneous Investing
  • 6799Investors, Not Elsewhere Classified
ISIC
  • 6619Other activities auxiliary to financial service activities
Show 12 more industry codes
NAICS
  • 522310Mortgage and Nonmortgage Loan Brokers
  • 522000Credit Intermediation and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 522300Activities Related to Credit Intermediation
  • 523910Miscellaneous Intermediation
  • 523940Portfolio Management and Investment Advice
SIC
  • 6100Nondepository Credit Institutions
  • 6160Mortgage Bankers And Brokers
  • 6163Loan Brokers
  • 6000Depository Institutions
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end