Capital Mindset™ Pathfinder: Capital Raise Overview, Prep, and Plan

This is the starting point for most early-stage companies

Who the Pathfinder Session is Designed For:

Any entrepreneur getting ready to embark on a capital raise will benefit from the insights we can provide in a Pathfinder session. However, the goals of this session were designed with budget-conscious, early-stage entrepreneurs in mind.

We created the Pathfinder session 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 most early-stage founders. 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: 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.

Goals and Agenda of the Pathfinder Session:

The Pathfinder Session follows a scaled-down, ‘quick and dirty’ version of the Capital Mindset™ Framework that we implement for much larger companies. The Session consists of a back and forth dialogue, and will cover the three main segments of a successful strategic financing, including many of the discussion points listed below.

Segment #1: Business Progress Alignment

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

  • Understanding the realistic growth expectation for your company

  • Ideal client profile and customer engagement

Segment #2: Effective Investor Positioning

  • Understanding investor behavior

  • Discussing investor categories and their individual need’s

  • Charting target investor categories and how to approach them

Segment #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)

Session Result:

Don’t wait weeks and months, making mistakes, and groping along forward in the dark. The Pathfinder Session 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 Mindset™ Pathfinder Session is $325.

  • A 5-hour Pathfinder Session ‘Block’ can be purchased for $1,500 [This ‘Block’ is an impactful solution for budget-conscious early-stage companies that need a bit of help getting momentum started.]

The capital raise path forward is not particularly clear. You need a Pathfinder.