Popular Services

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

Pathfinder: Capital Raise Overview, Prep, and Plan

This is by FAR our most popular Service and the starting point for most 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.

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.

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!

Duration: 1-hour Phone/Video Consultation

Cost: $325

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

Investor Diagnostic: What do Investors REALLY Think?

Telling you what no one else will - the Truth

Problem: You have had the investor meetings. You did the follow up. Nothing… Crickets… Sometimes they 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. This is where the Investor Diagnostic session can add a TON of value.

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 that conversation with you. 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)

Duration: 1.5 Hour Phone/Video Consultation

Cost: $1,350

New insight and opportunities come from Insightful Diagnostics.

The Sprint: Get the Capital Process Moving - FAST!

Like all sprints - this one is intense.

Problem: Urgency! Things have reached the urgent stage. You need to raise capital. You needed it last week (be honest… last month).

You can feel the pressure mounting. You need to get things underway. Most importantly - you are don’t have a lot of internal people to throw at the problem.

In other words - you need help - and quick.

Solution: This Service was designed for teams that need to move fast (sound familiar?). It is meant to be completed in a rapid fashion, based upon the specific deliverables that YOU need.

Deliverable: We can design the capital markets strategy that your company needs, on YOUR timeline: hours, days, weeks (whatever it takes).

Duration: 30 - 90 Day Project, depending upon the needs of the company.

Cost: Projects run $3,500 - $6,500/month. Every dollar maps directly to measurable business outcomes and deliverables.

The Starting Gun has Gone Off. Stop delaying. Get Moving Now!

Capital Mindset™ Signature Program: Capital Process, Finance Strategy, Marketing, Branding, Business Alignment, Revenue Scaling

This is - without question - our most powerful Program. Amazing things happen - EVERY time.

Problem: BIG things are happening for your company - and fast. It is difficult to take it all in at once. Lots of balls in the air. Your company needs to make some big, bold moves. You need help with capital, marketing, branding, business processes - all of the above.

But time is of the essence. You need help kickstarting some bold moves, and prioritizing those initiatives. You don’t have time to hire out a long-term business consultant.

You need big results - FAST.

Solution: In this Service, we assemble a team of cross-discipline experts covering capital markets, finance, marketing, branding, and business strategy. We get all of the experts in the same room to work through the biggest challenges currently facing your business.

Deliverable: The dynamic created by bringing together a group with expertise in different disciplines creates magic - time and time again. New strategies and solutions are discovered. New value is created each and every time.

Duration: 90 - 180 Day Project, depending upon the needs of the company.

Cost: Projects run $8,500 - $20,000/month. Every dollar maps directly to measurable business outcomes and deliverables.

Meaningful Solutions, Impactful Results.