FounderMindset™ Forum
An entrepreneurial community of support through the financing process.
Who FounderMindset™ Forum is Designed For:
If you are leading your company through a financing, exit, or M&A event - joining this Forum is without question the biggest favor you can do for yourself, and potentially the most valuable tool you can add to your arsenal.
You will NOT regret it.
Over several decades of investing in and advising entrepreneurs, we have learned that every financing event has one thing in common: the financing process can be a long, frustrating, stressful, and lonely journey with ups and downs, twists and turns, triumphs and disappointments - it can be a slog.
Whether you are an Entrepreneur raising your first round, a Founder/CEO managing a rapidly expanding growth-stage company, or an Owner of a mature family business looking for growth financing/exit - there is a lot riding on your shoulders.
Not only your future, but the future of your employees, their families, and your stakeholders all depend on your ability to successfully finance the company’s next phase of growth. Everyone has advice for you - but few people can truly understand exactly what you are going through, and how it can affect your life.
That is why we created the FounderMindset™ Forum.
You likely already have mentors, advisors, and supporters. However, what you REALLY need is a caring community of peers.
Great Solution For:
Venture-focused entrepreneurs at any stage.
Entrepreneurs with a highly-technical business (ie. science, engineering, hard tech, healthcare) - that will be a challenge for investors to underwrite.
Owners of a family business that are contemplating taking investor capital for the first time - or seeking a potential future exit.
Entrepreneurs leading a mature business that are seeking institutional capital partners for the first time.
Each Forum is carefully curated so that you are only with peers in a similar situation, at a similar stage.
Goals of FounderMindset™ Forum:
Every financing journey is nuanced. Every Founder, Entrepreneur, CEO, and Business Owner has an experience that is unique to them.
The goal of the FounderMindset™ Forum is to tap into the diverse experience and deep expertise of those unique financing journeys. The power of the Forum is the ability to offer ongoing access to this deep well of knowledge. No one knows and feels the experience of a financing process better than those currently engaged in that process.
Yes, the Forum is a platform for best practices, financing tips, and time hacks. But it is meant to be far more than that. It is a curated community of supporters, advisors, and peer therapists - because the financing process can challenge every aspect of your business and personal life.
We believe that the power of the Forum derives from the deep engagement of every member of the group. As such, we try not to be too prescriptive and rigid with agendas and content. We like to allow plenty of time for the group to discuss the challenges they are currently experiencing.
However, in order to foster engaged discussions, we lightly moderate the Forum with content drawn from the main segments of the Capital Mindset™ framework, including many of the elements of the financing process as listed below:
Capital Mindset Part #1: Business Progress Alignment
Product
Customer
Business Strategy
Revenue Execution
Industry and Competition
Capital Mindset Part #2: Effective Investor Positioning
Investor Feedback
Mapping the Company’s ‘Growth DNA’
Profiling Appropriate Investors
Targeted Collateral Creation
Investor Targeting
Capital Mindset Part #3 Structured Capital Markets Process
Organizational Goal Planning
Creating Team Roles
Relationship Management
Execution of Outreach Program
Process & Infrastructure Governance
What You Get: A Community of Allies – You will no longer be alone. The minute you join the Forum, you immediately gain a tight group of allies, a support group of peers going through the same experience as you, a platform to learn best practices, and a team of experts - all committed to your success at securing capital.
Package:
One Virtual Forum Session per Month.
A facilitated deep-dive with 5 - 7 hand-selected founders. Each session blends peer insight, strategic problem-solving, and emotional support - so you leave with clarity, conviction, and your next move.
Monthly 1:1 with the Forum Leaders
A private, 60-minute joint session to go deeper on your unique challenges, strategy, and leadership growth. Think of it as personalized capital and mindset coaching designed to keep you moving forward between group sessions.
Capital Mindset™ Framework
All participants are required to review this foundational framework prior to joining. It establishes a shared language and perspective for growth, capital strategy, and leadership resilience.
Strict Confidentiality
What’s shared in the Forum stays in the Forum. Trust and vulnerability are essential to the work we do together.
$2,000/Month with a 12-month minimum commitment [Sometimes you need the Forum, and sometimes the Forum needs you].