Capital Mindset™ Services

Our Services all follow the proprietary Capital Mindset™ framework, and are custom-designed to meet the needs, specifications, and deliverables for YOUR company.

Pathfinder: Capital Raise Strategies, Prep, and Goals

This is the starting point for most early-stage companies

Problem: So many questions. So many unknowns. You are preparing for a journey. The path is uncertain. In short, companies do not always know what they don’t know. You don’t always know what you need, or even realistic goals that you should be reaching for.

This is what this Service was designed for.

Solution: In this session we walk you through the investment process, review and give recommendations on your story and deck, help you to understand the type of investor that is appropriate for your stage of growth - and much more.

We guide you on how to get started. We help you find your Path.

Deliverable: Clear the uncertainty. A concrete plan. Defined next steps for you and your team to kick off the raise and start building momentum - QUICKLY!

Great Solution For: Friends and Family, Angel, 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 for the first time.

Duration: 1-hour Phone/Video Consultation

Cost: $325

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

Capital Diagnostic: What Investors REALLY Think!

Telling you what investors are either too busy or indifferent to tell you - the Truth

Problem: You and your team have put in the time and effort to create a compelling company narrative and professional investor outreach material. But you have worked on it for so long now that you no longer see it with fresh eyes, and - let’s be honest - you still have NO idea what investors will REALLY think.

Or alternatively, you have already jumped headlong into investor meetings, but something just does not feel right. You have had the investor meetings. You and the team pitched effectively. You did the follow up. Nothing… Crickets… Sometimes investors just disappear. Sometimes they say you are still a ‘little early’.

Translation: There is something about the company right now that investors just don’t like. But what is it?

Solution: Rarely, if ever, do investors give you the straight answer. They are too polite, too busy, or just don’t care. Additionally, they don’t want to offend you with a challenging critique. After all, they want to retain a good relationship with you so that they can get into the next round if things go well.

As a Founder, you are open to constructive criticism and to making any necessary changes - but you are not receiving actionable advice.

This is where the Capital Diagnostic session can add a TON of value, and save you MONTHS of wasted time on futile investor meetings. Sometimes small tweaks to the business can make a big difference. You are willing to make the changes, but just need to hear what the issues are.

Deliverable: We will have the tough conversation, constructive criticism, and actionable advice that you need. You will finally hear what investors REALLY think.

MOST IMPORTANTLY - We arm you with the information and tools that you need to re-engage the investment community and achieve more effective outcomes (ie. capital).

Great Solution For: Seed, Series A, and Series B Rounds, First Time Founders, Companies in the midst of a capital raise that is not going as planned, Companies with a highly-technical product or service (ie. science, engineering, hard tech), and owners of a family business that are contemplating taking investor capital for the first time.

Duration: 1.5 Hour Phone/Video Consultation

Cost: $2,150

New insight and opportunities come from insightful Diagnostics from experts that have seen it all

90-Day Sprint: Get the Financing Process Moving - FAST!

Your company needs growth financing - NOW!

Problem: Time is not on your side. Your company is in need of a financing round - the sooner the better. The pressure is mounting. While you have a talented and passionate team, they do not have a strong background in leading a financing round - and no one is particularly excited about jumping into the process.

While you have a budget for the financing process - you are not interested in dedicating significant financial resources to hire a full-time employee to lead the financing, and are not interested in engaging a full investment banking partner.

However - you still need help from experts that have been through the process before. You need expertise, advice, and momentum - and quick.

Solution: The 90-Day Sprint was specifically designed for teams that need to move fast and build momentum (sound familiar?). We have built a 90-day program based on a slimmed-down version of the Capital Mindset™ Framework. We help your team to put in place all three crucial elements of a financing round: Business Progress Alignment, Effective Investor Positioning, and a Structured Capital Markets Process.

Deliverable: We move fast, so that you can move fast. And best of all - we are gone in 90 days. You gain the strategy and investor outreach materials you need for the financing process, with assistance from experts that have been through the process before - all in a flat fee, budget-saving package.

Great Solution For: Seed and Series A Rounds, First Time Founders, Companies with a highly-technical product or service (ie. science, engineering, hard tech), and owners of a family business that are contemplating taking investor capital for the first time.

Duration: 90-day commitment.

Cost: Projects run $4,500 - $7,500/month. Dependent upon the current state of the financing, the complexity of the business, and the goals of the company. Every dollar maps directly to measurable business outcomes and deliverables.

The starting gun has already gone off. Stop delaying. Get moving now!

Capital Mindset™ Pro: Collaborative C-Suite Expertise for your Strategic Financing

This is - without question - our most powerful Service. Impactful results happen - EVERY time.

Problem: Growing businesses are NOT always an obvious fit for investors. Many companies would attract more capital if key strategic improvements were made to the business.

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 amongst each other. Unfortunately, in over thirty years of investing, we have witnessed far too many companies fall short of this goal.

Solution: What makes the Capital Mindset™ Pro such a powerful service is the collaborative, cross-functional nature of the process. In order to create an effective financing campaign, you do not need the advice of a CFO, or a revenue consultant, or a marketing/branding expert - you need advice and collaboration with ALL of them.

Deliverable: WE have this group - already assembled and ready to go. No silos, no groups pulling in different directions. ONE TEAM. ONE STRATEGY. ONE MESSAGE. We do the coordinating, so that you can continue to concentrate on our highest priority - growing the business.

Great Solution For: Any venture-focused growth-stage company: 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, and Companies with a highly-technical product or service (ie. science, engineering, hard tech, healthcare).

Duration: Duration: 90 - 180 day process, depending upon the current state of the financing, the complexity of the business, and the goals of the company. [90 day minimum commitment].

Cost: Projects run $8,500 - $20,000/month. Dependent upon the current state of the financing, the complexity of the business, and the goals of the company. Every dollar maps directly to measurable business outcomes and deliverables.

Meaningful Solutions, Impactful Results.

Founder Capital Forum

Join a community that will support you throughout the entire capital raise process.

Problem: Raising capital can often feel like a long and lonely road. Sure, you have a good support network, a tight team, and helpful mentors. However, none of those individuals is currently feeling the immense pressure that you are to secure capital for the future of your company (and its employees). It can be a day-to-day grind, and you need access to a group of people that understand exactly what you are going through.

Solution: We convene groups of five to seven entrepreneurs, all of whom are currently working through the capital raise process. It is a moderated session covering capital raise best practices, tips, hacks, and advice - all from your peers going through the same experience. Sometimes you need the Forum. and sometimes the Forum needs you.

Great Solution For: Any Venture-focused Entrepreneur (Series A, B, C and beyond), First Time Founders, Entrepreneurs/CEOs leading mature growing businesses looking for either Industry Strategic and/or Private Equity investors, Owners of Family Businesses looking to either finance growth or explore potential exits.

Each Forum is carefully curated so that you are only with peers in a similar situation, at a similar stage.

Duration: One 2-Hour Forum per month [6-month commitment].

Cost: $2,750/month.

You don’t have to shoulder this burden all alone.