Capital Mindset™ Operating System

Most Founders mistakenly believe that success at raising investor capital is about having a rolodex of investor contacts. That it’s a numbers game. Or that it’s simply about the right warm intro. But they are wrong - and that is why so many struggle.

Success at raising investor capital is having a process - a repeatable Operating System.

An Operating System that you can effectively and successfully implement within your organization - regardless of your stage of growth or target investor type.

Capital success is not dependent upon forces from ‘outside’ of the organization - but from forces ‘within’ which are in your control.


The Capital Mindset™ Operating System is built on three foundational steps that transform how Founders design, execute, and succeed at the process of raising investor capital. It is built for Founders that want to take control.

Step 1:

Business Progress Alignment

Business Progress Alignment requires taking a deep dive into your business to understand what it can achieve and putting that in alignment with the expectations of the investment community.

Step 2:

Effective Investor Positioning

Effective Investor Positioning is about understanding which type of investor wants the type of growth your business can realistically deliver, then focusing exclusively on that group.

Step 3:

Structured Capital Process

Structured Capital Process is where all three steps integrate - going deep into your business, understanding the investor ecosystem, and building a proper process for engaging investors.


These three foundational steps are inextricably linked. Success in one depends upon success in the others.

Every successful capital raise executes these three steps well, while struggling capital raises exhibit weaknesses in all three areas.

The Capital Mindset Operating System helps to create the strength, clarity, and consistency in each foundational category that leads to predictable success with investors.

Transform capital raising from a frustrating activity into a strategic advantage by implementing a systematic, repeatable process that positions you as informed, prepared, and in control.

Marc Patterson

Founder and Designer of the Capital Mindset™ Operating System

How to Implement the Capital Mindset Operating System

Overview of the Capital Mindset™ Operating System