Capital Pathways Workbook 2023-07-20T17:09:45-07:00

Collective intelligence from investors, entrepreneurs, and our community has informed our Capital Pathways Workbook. Through interactive exercises that map your capital needs to your business goals, this resource is designed to help you gain the clarity and knowledge needed to inform your capital-raising strategy.

Use the Capital Pathways Workbook to:

  • Crystalize your vision for business success related to your capital objectives.
  • Identify capital types that best support your leadership priorities.
  • Design your learning goals for follow-on capital exploration.

What are Capital Pathways?

A Capital Pathway is a comprehensive way of looking at how you’re bringing money into your company – not just in the short-term – but in support of what’s needed before and after receiving funding. You can think of Capital Pathways as a preview of how capital models work (or don’t work) to help you achieve your business vision.

Begin your capital journey

This is an invitation to connect to your biggest dream for your business and begin pursuing capital from this perspective – letting your needs and values as a founder drive capital exploration and goals.

Each capital type, based on its structure, informs business conditions like the pace of growth, ownership autonomy, and what capital will follow. The interactive set of exercises contained in this workbook will help you align your needs as a leader with growth opportunities that inform capital options for further exploration.

Information included will help you:

  • Define your vision related to capital needs
  • Map and prioritize top capital considerations
  • Identify outside capital amounts needed for growth
  • Search glossary of key terms
  • Navigate favorite resources by capital types

Additional Resources

We developed this guide to help entrepreneurs prioritize their critical business milestones and gain clarity around their action plan for success.

Download Toolkit

A set of interactive tools to empower you – at the earliest stages of your company – to think consciously about pay and pay principals.

Download Toolkit

The Capital Pathways Workbook is free for entrepreneurs and made possible thanks to the generous support of the Wells Fargo Foundation. Wells Fargo remains dedicated to supporting small businesses and recently launched a program designed specifically for women entrepreneurs, Connect to MoreSM, as they continue to invest in the success and sustainability of women-owned small businesses.

Capital Pathways Workbook

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Capital Pathways Workbook


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