CAPITAL · OPERATIONS · AI
The Capital Readiness
Roadmap
Founding Partner Call · 25 min · we'll partner with you to understand where you are in the capital journey.
At 783 Capital Partners, we bring structure to the flow of capital in all its forms. We foster alignment in our engagements to grow collective capacity across stakeholders and support the innovations that they serve.
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The Capital Readiness Roadmap
783's Capital Readiness process is a roadmap that has allowed our clients $400M+ structured in capital – and grow their businesses to create more value and impact in the world.
Outcomes of the Engagement
To develop and assemble all the materials needed to be ready to successfully and efficiently structure capital while acquiring the skills and insights to confidently attract, engage, and close capital with the ideal aligned capital partners.
Benefits of Capital Readiness
- •Systematically prepared using a proven playbook
- •Confidently begin outreach to targeted capital groups based on a defined strategy
- •Reduce cost of capital by accelerating the open-to-close timeline
Company Commitment
- •Dedicated and committed executive engagement throughout the process
- •Drive cross-functional collaboration for key deliverables
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783 Capital Partners is the ideal fit, if…
You are a revenue-generating early- or growth-stage business with established product-market fit, or a late-stage startup.
- •About to begin or in the middle of an active capital campaign
- •Need to build (or rebuild) a data room that meets institutional standards
- •Leadership team needs to be aligned on the capital story before going to market
- •Want to reduce time-to-close with each capital partner
RECENT WORK
$3M
FIRST INSTITUTIONAL ROUND
Structured and closed the first institutional capital raise for an early-stage venture entering market expansion.
$15M
SEED + MATCHING GRANTS
Combined seed capital with state and federal matching grants to fund R&D, product development, and pilot commercialization.
$30M
PE ACQUISITION · 4-MONTH CLOSE
Facilitated a full private equity acquisition process — from letter of intent through close — in four months.
$111M
SERIES A CLOSE
Led a Series A capital campaign across institutional investors, closing the round within the targeted timeline.
FROM STRATEGY TO READINESS
The Process
Once we align on your capital strategy → we launch into Capital Readiness.
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The thirteen steps
A proven sequence built one step at a time - structural, operational, market, and financial readiness. By the end of the roadmap your business is institutional-investor ready, with a defensible model, a complete data room, and a live pipeline of conversations.
01
Preparation
Evaluate foundation of current capital readiness, setting clear expectations for accountability.
02
Research
Conduct thorough research to understand market, competitors, and pricing strategies.
03
Organization
Evaluate governance relative to capital structuring. Review company vision, mission, and values.
04
Business Model
Evaluate company business model, focusing on target market, revenue streams, and cost structures.
05
Product/Service
Evaluate product/service fit, product roadmap, differentiation, and go-to-market strategy.
06
Operating Strategy
Evaluate scalability of the operating strategy by focusing in on workflows, systems, and staffing plan.
07
Financial Model
Evaluate Pro Forma Financial Model to ensure core strategies are effectively captured and defensible.
08
Impact Strategy
Evaluate impact strategy and associated measurable KPIs to deliver social and environmental goals.
09
Capital Strategy
Evaluate capital strategy, targeted funding stages, and approach to debt, equity, royalty and investor engagement.
10
Campaign Design
Design fundraising campaign including outreach strategy, targeted terms, and investment type.
11
Fundraising Materials
Prepare key materials including 1-pager, pitch deck, term sheet, and data room.
12
Pipeline Process
Establish campaign pipeline process from targeted prospects to qualifying and closing on funding.
13
Capital Ready
Completing open items and celebrating completion of capital readiness engagement. Pipeline + close happen in Capital Structuring.
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Where readiness fits in the journey
Capital Readiness is the second of four phases. Many clients continue with us through structuring, strategy, and capital management - the same team, the same playbook, all the way to exit.
CAPITAL STRATEGY
Providing capital investors and investment groups vetted deal flow including pre-diligence and due-diligence services while providing a proven capital readiness roadmap for founders and CXOs.
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CAPITAL READINESS
Providing capital investors and investment groups vetted deal flow including pre-diligence and due-diligence services while providing a proven capital readiness roadmap for founders and CXOs.
CAPITAL STRUCTURING
Optimizing capital deployment through debt or equity structures that ensure efficient use of capital to grow asset class performance. Supporting capital structuring throughout the entrepreneurial journey from Series Seed and beyond.
CAPITAL MANAGEMENT
Optimizing capital deployment through debt or equity structures that ensure efficient use of capital to grow asset class performance. Supporting capital structuring throughout the entrepreneurial journey from Series Seed and beyond.
$5K
CAPITAL JOURNEY
ASSESSMENT
Every engagement starts here. A full business analysis to map where you are in your capital journey and where you need the most help. Output: a written diagnostic + a phased plan. Applied toward the next phase if we move forward together.
FOUNDING PARTNER CALL
Book a call.
Every engagement starts with a $5K Capital Journey Assessment — a full business analysis to map where you are and what you need next. Applied toward the first phase if we move forward.
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