Capital Pathfinder™: Your Capital Path to Success
Avoid the Mistakes - Build a Successful Plan Right from the Beginning
Who Capital Pathfinder™ is Designed For:
Any entrepreneur or business leader getting ready to embark on a financing process will benefit from the insights we can provide in a Capital Pathfinder™ session.
We created Capital Pathfinder™ because we frequently 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.
If this sounds like your situation, do not fear - you are not alone. As a matter of fact, this describes a great many entrepreneurs. We have had this conversation thousands of times, with entrepreneurs just like you. Before you begin, speak with a group of professionals that have worked with countless entrepreneurs that have been in your shoes. It is the prudent thing to do.
This is a 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.
Goals of Capital Pathfinder™:
Capital Pathfinder™ follows the framework for successful investor engagement as designed in Capital Mindset™. It is the methodology and process that we implement for companies at any stage of development. The Service consists of a back and forth dialogue that covers the three main segments of a successful strategic financing, including many of the discussion points listed below.
Financing Step #1: Goals for 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 - what metrics count as traction
Describe your network within the industry
Financing Step #2: Goals for 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 Goals for 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
What You Get: An achievable and actionable go-forward plan that is appropriate for your specific situation. You get the defined next steps that you and your team need to create a successful capital campaign.
Your ROI is avoiding the missteps that can cost you months of wasted time, and tens of thousands of dollars in lost cash burn.
Don’t wait weeks and months, making mistakes, and groping along forward in the dark. Capital Pathfinder™ will supply you with quick, actionable feedback, and effective steps to immediately implement - all of which will get you and your team on the right path from the start.
Packages:
1-Hour Capital Pathfinder™ Session is $325.
A 5-hour Capital Pathfinder™ Session ‘Block’ can be purchased for $1,500.