Our Story
Charles and Richard first crossed paths in the late 1990s at Vignette, a trailblazing software company that made headlines with one of the most notable IPOs of the dot-com era. Both joined an emerging product group tasked with building the first version of what would become Vignette’s flagship platform. That early experience—crafting innovative technology in a high-growth environment—sparked a lasting professional connection.
Following the dot-com bust in the early 2000s, they made a commitment to one day build something of their own. Over the next several years, they each held influential technical and strategic leadership roles, further deepening their expertise in Professional Services and enterprise software.
In 2008, that vision came to life with the founding of Source 360 Group, Inc.—the foundation for what would later become CapitalPSA. Drawing on nearly two decades of experience as Professional Services executives, Charles and Richard have developed a robust, purpose-built PSA platform designed to help service-based companies streamline operations, improve cash flow, and scale affordably. CapitalPSA is the product of their shared vision: powerful automation built for the realities of growing firms.
what sets us apart
core values
Team Effort
We are more together than we are alone.
Our team is committed to working in lockstep with each other and our clients toward consistent long-term success.
Continuous Improvement
There is always another improvement to make.
We take a growth mindset approach to our business and our clients’ success.
Real Value
Providing value so you can focus on your business.
We believe that true value means giving our customer the tools they need to succeed.
Radical Transparency
We strive to never surprise anyone with anything.
We will always share information − good or bad − with each other and with our clients, explaining every decision we make to the best of our ability.
Our Team
Charles Rich
Co-Founder & CEO
Starting his career as a consultant for top software vendors, Charles quickly developed a reputation for solving complex challenges and delivering lasting value to clients. He progressed into leadership roles, managing teams and overseeing large-scale enterprise implementations across multiple industries. In 2008, he founded Source 360 Group, transforming a passion for service delivery and technical excellence into a thriving business.
As the company matured, Charles recognized a recurring need across the industry: service firms were lacking a purpose-built, practical software solution to manage their operations. That realization led to the creation of CapitalPSA—a Professional Services Automation platform shaped by firsthand experience. What began as a career in consulting has grown into a mission to equip firms with the tools they need to streamline operations, gain visibility, and scale with confidence.
Richard Davis
Co-Founder and CTO
Richard brings deep technical expertise and a sharp engineering mindset to his role as CTO. With a background that includes principal engineer positions at top technology firms, he has led the design and development of complex, mission-critical systems across industries. His ability to architect scalable solutions and lead high-performing teams has made him a trusted partner to clients tackling their most demanding technology challenges.
Beyond his engineering credentials, Richard has spent years working within the operational realities of Professional Services organizations—gaining a clear understanding of how teams function, where inefficiencies emerge, and what tools they truly need to succeed. His experience directly informs the design of CapitalPSA, ensuring the platform is both technically robust and practically aligned with the day-to-day needs of growing service firms.
→ Who We Are
We’re the technical and operational partner you’ve always wanted on your team. With a combined 60 years of experience helping entrepreneurs build and grow, we’ve designed and implemented solutions for some of the most complex challenges in the Professional Services world. Obstacles? Complications? You name it—we’ve seen it and solved it. We’re passionate about forming long-term relationships with growing companies and getting to know you, your goals, and your needs. We’ll support your success for as long as you need us.
→ What We Do
We build powerful, customizable, and affordable Professional Services Automation (PSA) software designed specifically for service-based businesses. Our platform streamlines the most critical aspects of running a professional services company—like project delivery, resource management, time tracking, and cash flow visibility—without the overhead and complexity of bloated enterprise tools. Whether you’re scaling up or tightening operations, we give you the clarity and control to grow with confidence.
→ How We Do It
We’ve been on the entrepreneurial journey ourselves, so we understand the challenges, growing pains, and constant juggling that come with running a professional services business. That’s why we take a partner-first approach—working alongside you to tailor the platform to your team, your workflow, and your goals. Our PSA is built from real-world experience, not theory, and we stay involved to ensure it evolves with you. We’re not just delivering software—we’re joining your team for the road ahead.
Our Clients Are Like Family
We want to be there with you every step of the way. Our goal is to help you grow and achieve what is important to you. We are here for you and much or as little and you want us to be. When you succeed, we succeed.