Capital Mindset™ Office Hours

An impactful free resource for first time early-stage Founders preparing to raise a financing round

Who Office Hours is Designed For:

Raising a financing round can be an intimidating process - even for seasoned entrepreneurs. For first time Founders and many early-stage companies, the process can feel overwhelming and debilitating.

Most mature companies have access to an array of resources that can help with the process: Boards of Directors, advisors, mentors, investment banks - the list goes on. Unfortunately, first time Founders, who arguably need expertise like this the most, rarely have the resources (ie. money) to pay for it.

If this sounds like your situation, do not fear - you are not alone. As a matter of fact, this describes most early-stage founders. Over the years, we have learned that there is an insatiable appetite from first time founders for help with the financing process. While we cannot help everyone, we are still passionate about giving our time and support to the early-stage community.

We designed Office Hours with the budget-conscious, early-stage entrepreneur in mind.

This is a great solution for: Friends and Family, Angel, Pre-Seed, Seed, and Series A companies, first time founders, founders with a highly-technical business (ie. science, engineering, hard tech, healthcare), and owners of a family business that are contemplating taking investor capital for the first time.

Goals of Office Hours:

We regularly meet entrepreneurs preparing for a capital raise that: have not been through the process before, are not confident that they fully understand the needs of the investment community, have never been taught how to design a successful financing process, and are not even sure what questions they should be asking. Office Hours is our vehicle to help entrepreneurs with questions such as these.

The agenda for each session can vary. However, the standard format begins with 30 minutes of prepared content, with industry professionals as guests. Following the prepared content is 60 minutes of free form Q&A with participants on the call. Please feel free to come prepared with your questions, or to just listen and soak it all in - whichever you prefer.

The content covered in Office Hours follows the Capital Mindset™ Framework that we implement in financing projects for much larger, more mature companies. The session is designed to cover the three main segments of a successful strategic financing, including many of the discussion points listed below.

Financing Step #1: Business Progress Alignment

  • Begin with the end in mind - what are your growth path goals with this business

  • Discussing how well your business progress aligns with investor needs (likely investor feedback)

  • Understanding the realistic growth expectation for your company

  • Ideal client profile, customer engagement, revenue progress

  • Describe your network within the industry

Financing Step #2: Effective Investor Positioning

  • What has been your experience to date with investors

  • Understanding investor behavior

  • Discussing investor categories and their individual need’s

  • Charting target investor categories and how to approach them

  • Describe your current financing network

Financing Step #3 Structured Capital Markets Process

  • SWOT Analysis regarding your business, your investor targets, and your capital market process

  • Challenge areas for the team to focus on before reaching out to investors

  • Creating an effective and actionable go-forward plan (with next steps)

  • Discuss your budget and timeline for the financing

  • Describe your Stakeholder, Support, and Mentor network

Session Result:

Listen - this is a No Brainer! You know you need the help. You know that you do not have access to the resources needed to pay for help. Office Hours are your opportunity to access professionals who have the expertise you need, and who have the desire to give first to the entrepreneurial community.

Package:

  • 1.5-Hour Online Capital Mindset™ Office Hour Group Session.

  • Group Office Hours Held Monthly - Every Third Thursday of the Month at 1pm EST

  • No Cost

  • We designed Group Office Hours to be an interactive opportunity to share your questions and challenges. Therefore space is limited. We restrict Office Hours to 7 participants. Pre-registering is the best way to confirm your spot - and is highly recommended.

Free access to professionals passionate about giving back to the entrepreneurial ecosystem