Welcome to the Money Map!

We have made Modules 1 & 2 of the Money Map freely available to all entrepreneurs and small business owners to support you in mapping your capital strategy. Modules 3 & 4, our Money Map Action Plan, is available for a fee, and offers custom support in cohort-based and/or one-on-one consultancy.

For Entrepreneur Support Organizations, financial consultants, and other technical assistance providers, please contact us here to learn more about our Money Map Certified Trainer program.

Module 1

Know Where You Want to Go

Do you want to be a long-term CEO or a serial entrepreneur? Is this venture your life-long dream or a great idea to scale quickly and sell? There are no right or wrong answers but it’s also possible you don’t know what you don’t know in order to answer effectively. This Module explores the concepts of the Capital Stack, ownership vs. control, unicorns vs. zebras, and more so you know where you’re headed and take the right steps.

Unit 1 | Where are you now?

Determine your venture’s development stage, including indicators and what that means for future capital steps.

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 

Unit 2 | Current Capitalization

Craft (or refine) your current capitalization table and discover the implications for future funding and growth.

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 

Unit 3 | Where are you headed?

Examine the pathways for scaling and financing your business, and how different capital options relate to (i.e. enhance or detract from) these pathways.

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 

Unit 4 | Ownership vs. Control

Gain a better understanding of how various capital options can change the ownership structure and/or control of your business and your role as the founder/manager.

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 
 

Module 2

Getting the Lay of the Land

Discover the variety of traditional, alternative, and emerging sources of capital available, and – more important – if/how they fit with your capital goals. Gain access to the latest innovations in capital structures from our team’s on-going research and evaluation, plus downloadable templates to share with your attorney and financial advisors to jumpstart campaign preparation.

Unit 1 | HOW WILL YOU USE FUNDING?

Explore how your business goals and key milestones over the next months and years align with different types of capital.

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 

Unit 2 | Capital source landscape

Gain an overview of capital pathways, from bootstrapping to private equity to alternative finance.

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 

Unit 3 | finding the best match

Explore how your business goals align with the type of capital, including how they align with key business milestones in upcoming months and years.

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 

Unit 4 | more on capital sources

Get to know the various types of capital providers: Who are they? What are they looking for? How do you find them?

Step 1: Watch this video.

Step 2: Complete this exercise.

Step 3: Explore additional resources.

 
 

Module 3

Know Your Numbers

You don’t have to be a financial whiz-kid but you do need to understand the financial drivers of your business. You’ll learn the art and science of financial forecasting and modeling, plus best practices for presenting financials to prospective capital providers.

 

This module is only available through the Money Map Action Plan, as it includes a virtual consultation with customized support for your business. Please inquire here.

 
 

Module 4

Map Your Capital Strategy

Design your Money Map, identify potential funding sources, and put your best foot forward with confidence and preparation. You'll learn tips and tricks to pitch to different audiences of investors and best practices for showcasing your business concept.

 

This module is only available through the Money Map Action Plan, as it includes a virtual consultation with customized support for your business. Please inquire here.

Case Studies

As you follow along on the Money Map, review case studies of businesses that are considering or have informed their capital strategy.