Capital Mindset™ Services
If you are an Entrepreneur looking to level-up your team’s expertise and capability to successfully secure growth financing - we have a plan that is right for you
Our services all follow the proprietary Capital Mindset™ framework for successful investor engagement, and are custom-designed to meet the needs, specifications, and deliverables for YOUR specific situation.
Capital Pathfinder™: Your Capital Path to Success
Avoid the Mistakes - Build a Successful Plan Right from the Beginning
Problem: As an entrepreneur interested in seeking investor capital to fund growth - you have MANY questions. There are an infinite number of paths forward that you could choose. But which path is right for your specific situation? You may not even know what you don’t know. Your problem is that you have too many options, and need help planning an effective and achievable path forward for you and your team. You need a Pathfinder.
Solution: This is the starting point for most entrepreneurs. With this service we guide you through the strategy of the investment process. We give our recommendations on your business, the investment narrative, help you to understand the type of investor that is appropriate for your stage of growth - and much more. We help to cut through the noise, and find your optimal path forward.
What You Get: An achievable and actionable go-forward plan that is appropriate for your specific situation. We help cut through the noise and clear the uncertainty. 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. Get it right from the very beginning and start building momentum - quickly.
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.
The first step on your journey is to plan an achievable path forward.
Capital Diagnostic™: Create Successful Investor Perception
The Investor Diagnostic that Flags your Company as Ready for Prime Time - or Needs Further Work
Problem: You and your team have put in the time and effort to create what you believe to be a compelling investment opportunity. However, either the finance process is not going as planned, or you still have no strong idea what investors really think about it. If you are not getting the investor traction or enthusiasm you expected - you may need a course correction. There may be something about the company right now that investors are not liking or connecting with. But what is it?
Solution: Getting helpful and actionable advice from investors can be a challenge. They are often far too busy. As a business leader, you are open to constructive criticism and to making any necessary changes that will lead to success. You just need the data. This is where our Capital Diagnostic™ service can add a TON of value. Over thirty years of investing, we understand what investors seek, and what they do not like. What you need is a full Diagnostic on your company and the financing process. You need problems diagnosed, and solutions mapped out.
What You Get: The critical data that you need to move forward successfully. You will get a constructive critique, a diagnosis of potential problem areas, and actionable steps to get you back on a successful trajectory. We arm you with the information and tools that you need to re-engage the investment community and achieve more effective outcomes (ie. capital). Your ROI is correcting the mistakes that are currently losing you significant time and money. Creating more effective investor perception and saving you tens if not hundreds of thousands of dollars in the process.
Great Solution For:
Entrepreneurs in the midst of a financing process that is not going as planned - and need quick insight on how to course correct.
Entrepreneurs with a highly-technical business (ie. science, engineering, hard tech, healthcare) - that will be a challenge for investors to underwrite.
Venture-focused entrepreneurs at any stage.
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.
Investor Perception Defines Reality. Create the Perception that Leads to Capital.
Capital Mindset360™: Your Holistic Capital Team
A Team of Collaborative and Holistic Experts Focused on your Strategic Financing - Across the Entire C-Suite
Problem: High-growth businesses are NOT always an obvious fit for investors. Many companies would attract capital much faster if key strategic improvements were made to the business. Strategic financing is not a stand-alone component of your company. It is intimately connected to each and every component of your business. A successful financing event is fully dependent upon every function of your business operating collaboratively. Unfortunately, in over thirty years of investing, we have witnessed far too many companies fall short of this goal. Weaknesses in key components of the business can cause failure in the financing. Lack of collaboration and coordination within the company can be deadly.
Solution: To win the capital game, you need advice and expertise for every crucial aspect of your business. No silos operating independently. No groups pulling in different directions. Collaboration across the entire C-Suite is the formula for success. The power of Capital Mindset360™ is the collaborative, cross-functional nature of the process. ONE TEAM. ONE STRATEGY. ONE MESSAGE. ONE MISSION.
What 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. 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.
A Great Solution For ANY Team Serious About Winning the Capital Game:
Any venture-focused growth-stage company: Series A, Series B and C Rounds, and beyond
Mature businesses looking for growth capital from either Industry Strategic and/or Private Equity investors
Family businesses seeking either investors for the first time (ie. Private Equity, or Strategics), or are contemplating a potential path to exit
Companies with a highly-technical product or service (ie. science, engineering, hard tech, healthcare).