Forum
85% of seed-funded companies fail to successfully raise Series A funding.
Raising institutional capital has become significantly more challenging. Investors are the margin for error has narrowed in ways many founders don’t fully see until they’re already in the process.
We created the Capital Forum to increase the success rates of raising capital. This curated peer-to-peer group allows CEOs to share insights, experiences, and challenges throughout the process.
Led by capital and growth experts, Marc Patterson and Jeff Donaldson, CEOs get into the minds of investors.
Who the Forum Is Designed For
The forum is built for:
CEOs preparing for their first institutional raise
Companies with product in market and early revenue traction
Teams targeting $5M–$20M in institutional capital
CEOs who understand that capital outcomes now depend on operating discipline, not just narrative
The Capital Operating System
The Capital Forum is built on the Capital Mindset™ Operating System, designed specifically for companies preparing to engage institutional investors.
Every month during the virtual group forum sessions, participants will learn about the operating system. It provides a structured way to align how the company runs with how investors assess risk, progress, and decision quality. This reduces wasted motion, shortens learning curves, and increases the probability that the capital process moves forward instead of stalling.
This forum is guaranteed to improve your fundraising process and reduce the time it takes to successfully raise capital.
How the Forum Works
12 Months of Monthly Curated Virtual Group Sessions (3 Hours each)
Experience mastermind-style discussions, peer accountability, and owner hot-seat coaching to tackle real-time challenges head-on. Regular check-ins keep your progress on track.Monthly Individual Coaching Session with Jeff & Marc (1 hour each)
Receive a personalized growth roadmap, troubleshoot execution challenges, and focus on your unique business dynamics with one-on-one expert guidance.Optional Check-ins
Benefit from quick 15-minute calls, emails, or Slack chats designed to provide rapid accountability and resolve any roadblocks as they arise.
Additional Support for Success
Cohort WhatsApp Community
Join a vibrant network of peers for ongoing support and shared insights, available 24/7.Custom Fundraising Coaching
Members have direct access additional focused support for their own team if needed.
Topics Covered
The structure of the forum follows a simple progression:
Mindset → Destination → Value Creation → Capital Path → Investor Strategy → Execution
Each month, we dive into critical areas essential for your company's fundraising success:
Diagnosing where your go-to-market strategy holds up under investor scrutiny and where it doesn’t yet.
Engineering the business so growth, margins, and capital strategy reinforce each other.
Sharpening positioning and narrative so the story matches the operating truth.
Understanding how AI and modern tooling can accelerate diligence, decision-making, and capital readiness without adding noise.
Pricing, profit, and capital efficiency decisions that look obvious in hindsight but require clear thinking up front.
Leading with more confidence because decisions are grounded, not because uncertainty disappeared.
Members have the opportunity to leverage the collective experience of the group to address personal and professional challenges, including work/life balance, leadership hurdles, people management, stress and wellbeing, delegation, and overcoming bottlenecks.
The Outcome
The data makes one thing clear: raising institutional capital has become more challenging. Companies that adapt how they operate, communicate, and prepare increase their chances of success.
Most companies do not.
The Capital Forum is designed for leaders who want to be in the smaller group that does.