Capital Mindset360™: Your Holistic Capital Team
A Holistic Team of Collaborative C-Suite Experts Focused on your Strategic Financing
Access to Effective and Actionable Expertise Leads to Superior Outcomes - Every Time
During the financing process, every single aspect of your company is being heavily evaluated by institutional investors. A weakness in any one area can cause failure in the entire financing. Outsourced, siloed advice is not enough. You need collaborative and coordinated expertise from C-Suite professionals that have successfully navigated the financing process before.
Our team of cross-functional operating partners will explore each major function of your company that investors will diligence and critique.
This process will deliver the critical areas of optimization your company needs to attract institutional financing.
Who Capital Mindset360™ is Designed For
Whether you are an Entrepreneur managing a rapidly expanding growth-stage company, or the owner of a mature business looking for growth financing - 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.
There exists a fundamental disconnect between investors and entrepreneurs. Investors expect entrepreneurs to be capital markets experts and completely understand their needs. However, this is simply not the case. The vast majority of entrepreneurs are NOT capital markets experts, and have little (if any) understanding of the needs and expectations of investors.
Many companies would attract more capital if key strategic improvements were made to the business, if entrepreneurs had deeper knowledge on how to more effectively target investors, and if management teams understood how to create the structural elements of a successful financing process.
Capital Mindset360™ was designed for entrepreneurs that need help overcoming these challenges.
Goals of Capital Mindset360™
Capital Mindset360™ was born of the frustration of watching otherwise viable companies fail to secure institutional financing - simply because entrepreneurs:
Did not understand the needs of the institutional investors that they were targeting
Were not aware that adjustments to the business were needed, and if implemented would lead to financing
Were unwilling or unaware of how to create and follow a disciplined Financing Process.
In our experience, challenging financings ALL suffer from one or several shortcomings in three key areas. We have witnessed many failed financings. However, we don’t believe that ANY financing situation is impossible.
Strategic financing is not a stand-alone, outsourced, separate component of your company. It is inextricably intertwined with each component of your business: finances, marketing, branding, revenue scaling, pricing, customer engagement, team, operations, etc. A successful financing event is fully dependent upon all of these functions operating seamlessly and smoothly together.
The goal of Capital Mindset360™ is to systematically guide companies through all three major phases of a successful financing. The process corrects weaknesses in each category - thus helping to make the company more attractive candidate for capital.
What You Get
What makes Capital Mindset360™ such a powerful tool is the collaborative, cross-functional nature of the process. No silos, no groups pulling in different directions. ONE TEAM. ONE STRATEGY. ONE MESSAGE. ONE MISSION. We do the coordinating, so that you can continue to concentrate on our highest priority - securing your company’s future.
You get full access to our over thirty years of investor and operator expertise. We have assembled a group of business and growth experts that span the entire C-Suite - all collaboratively focused on building your company into a compelling opportunity for the investment community. We do the coordinating, so that you can concentrate on your highest priority - securing your company’s future.
Capital Mindset360™ follows the tools and processes utilized in the Capital Mindset™ framework:
Part #1: Business Progress Alignment
Part #2: Effective Investor Positioning
Part #3 Structured Capital Markets Process
In this environment, getting expert assistance with a financing round is a necessity - not a luxury. The faster and more effectively you attract investor capital the higher your ROI. Every additional month it takes to secure growth funding is cash needlessly burned. Capital Mindset360™ can save your company tens if not hundreds of thousands of dollars of lost cash burn.
Packages
Requirements:
Any participant in the process must have first reviewed the Capital Mindset™ framework. Doing so helps to set expectations and understand the philosophy of the process.
Please be prepared to share all available and relevant material (if any) beforehand: pitch deck, marketing material, financing round strategy, budget, financials, team roles and responsibilities, and any other material relevant to the process.
If your company is already working with an outsourced service provider (CFO, CMO, COO, etc.), it is useful to have those individuals involved in this process as well.
Minimum of one meeting per week for the duration of the process.
Duration: Projects run between 90 and 180 days, depending upon the needs of the company.
Cost: Every project dollar maps directly to measurable business outcomes.
Capital Mindset360™ Package: projects run $8,500 to $20,000 per month, calibrated to the mix of strategy, content, and expert collaboration you need. Program details available upon request.
Brand to Bankable™ Package: designed for companies seeking a full marketing and branding up level in preparation for a financing event. Projects run $15,000 to $20,000 per month calibrated to the mix of strategy, content, and expert collaboration you need. Program details available upon request.
Capital Sprint90™ Package: a slimmed-down, 90-day version of Mindset360™. It is designed for companies needing to go to market quickly. The Program does not include the expertise of the full collaborative team. Projects run from $4,500 to $7,500 per month, calibrated to the mix of strategy, content, and collaboration you need. Program details available upon request.