THE KASSAN GROUP PRESENTS…

CAPITAL on your terms

Join the growing community of heart-centered entrepreneurs who are raising funding from values-aligned investors.

Add legal and business finance experts to your team.

AN INVITATION TO GROW YOUR BUSINESS ON YOUR OWN TERMS

This program is the result of over 25 years of working with hundreds of social entrepreneurs at every stage of growth and in diverse industries from retail to tech.

Jenny Kassan and her team have helped clients creatively structure their businesses, innovate customized funding models, and raise millions of dollars from supportive investors.

Unfortunately, finding the right funding can be a challenge for highly mission driven entrepreneurs for whom mainstream startup funding models aren’t a good fit.

But at The Kassan Group we have discovered that with the right strategies, tools, and support, it is possible to raise the funding you need on terms that are right for you.

We would love to support you in finding the right funding for your business.

Our six-step process will guide you in creating a customized fundraising strategy based on your unique strengths and gifts.

You’ll find all the details below. We look forward to seeing you in the program!

In appreciation,

The Kassan Group team

What is

“CAPITAL ON YOUR TERMS”?

“Capital on Your Terms” represents a growing movement of conscious entrepreneurs who are committed to raising investment in a way that allows them to stay true to their mission, goals, and values.

For decades, entrepreneurs have even been told if you can’t be the next “unicorn” tech startup and capture hundreds of millions of dollars in market share within the next few years, don’t bother trying to raise money.

“Capital on Your Terms” is a completely different approach to funding your business. It starts with the knowledge that investors are diverse and that you don’t have to sacrifice what’s important to you to attract investment dollars. There are plenty of investors out there who will be attracted to your unique value proposition.

The Capital on Your Terms approach puts you in charge of your fundraising and helps you raise the funds you need from investors that support your unique goals, values, and mission.

IS COYT for you?

This program is for you if you…

BELIEVE BUSINESS CAN AND SHOULD BE A FORCE FOR GOOD
HAVE WORRIED THAT THEY ARE NOT CUT OUT FOR FUNDRAISING BECAUSE THEY DID NOT WANT TO PRETEND TO BE SOMEONE THEY’RE NOT
HAVE ATTENDED PITCH EVENTS OR OTHER INVESTOR EVENTS AND FELT THAT THERE MUST BE ANOTHER WAY
ARE WILLING TO COMMIT TIME AND ENERGY TO LEARNING A BETTER WAY TO RAISE FUNDS FROM INVESTORS

THE CAPITAL ON YOUR TERMS PROGRAM TAKES YOU THROUGH A SIX-MONTH PROCESS DESIGNED TO…

  • Design your detailed fundraising plan including
    your offering and legal compliance strategy.
  • Identify your ideal investors and know where to
    find them.
  • Prepare you for the challenges that go along
    with fundraising and growing your business.
  • Provide the accountability and encouragement
    you need to take the necessary steps to get your
    business funded.
  • Help you create materials to show to potential
    investors including a pitch deck, executive
    summary, required legal disclosures, etc.
  • Help you prepare financial projections you feel
    confident about.
  • Introduce you to investors that invest outside of
    the mainstream venture capital model.
  • Teach you how to describe your business in a
    way that is compelling for your ideal investors.
  • Provide you with visibility opportunities in a
    community of impact investors.
  • Provide the support of a community of mission-
    driven entrepreneurs who share your values.

What Happens

WHEN YOU JOIN

When you join, you will get immediate access to a private online portal where you can go through our self-paced course which teaches Jenny’s proven six-step process at your own pace, connect with other entrepreneurs with a diverse range of experience and areas of expertise, and get support, feedback, and resources from the community and The Kassan Group team.

On our group coaching calls, we will take you through a step-by-step process to help you achieve your goals:

MONTH 1:

GET CLEAR ON YOUR GOALS, VALUES, AND PLANS INCLUDING…

  • Financial projections
  • Fundraising goals
  • Your vision for your business
  • Non-negotiable values
MONTH 3:

DESIGN YOUR INVESTMENT OFFERING…

  • Finance and capital raising literacy
  • Alignment between your goals and your investors’ goals
  • How your entity structure and tax status affect your offering
  • Choosing between equity, debt, and convertible instruments
  • How investors will get paid so that it doesn’t put pressure on your business
  • Control – how to keep it
MONTH 5:

DESIGN YOUR INVESTOR ENROLLMENT STRATEGY

  • Make your messaging compelling
  • What to prepare before talking to investors (pitch deck, executive summary, disclosures, etc.)
  • How to get meetings with your ideal investors
  • What to say in the meetings
  • How to follow up
MONTH 2:

IDENTIFY YOUR IDEAL INVESTORS INCLUDING…

  • Ideal investor profiles
  • Where to find your ideal investors
  • How to avoid wasting time with the wrong investors
MONTH 4:

CHOOSE YOUR LEGAL COMPLIANCE STRATEGY

  • Who you can legally make your offer to
  • How to communicate with potential investors without breaking the law
  • What choices are available and how to pick the one that is best for you
  • Doing more than one offering – ensuring continued compliance
MONTH 6:

DEVELOP YOUR FUNDRAISING ROCKSTAR MINDSET AND NEXT STEPS

To Summarize

HERE IS WHAT IS INCLUDED IN THE COYT PROGRAM…

01

SIX MONTH COACHING PROGRAM

(with Jenny Kassan and other lawyers and business and finance experts)

We meet three times per month. Our group calls consist of special guests (investors, entrepreneurs, and other experts), community roundtables, and trainings where we do deep dives on all of the components of the six-step Capital on Your Terms formula. This goes hand in hand with your course material and gives you the chance to speak with the experts to get your questions answered. Although we highly recommend that you attend the live calls, if you miss a session you can watch the recording on the community portal.

02

LIFETIME ACCESS TO CAPITAL ON YOUR TERMS TRAININGS

Through a series of videos, the course walks you through the Capital on Your Terms formula step by step.

03

COMPREHENSIVE COURSE WORKBOOK

The downloadable and fillable workbook will take you through all of the exercises within each of the six steps so that you create your customized fundraising plan as the program progresses.

04

ACCESS TO MEMBERS-ONLY COMMUNITY PORTAL

You will get immediate access to a private online portal where you can connect with other participants and share your experiences and insights, ask for community feedback, and be inspired by the reflections of others as you progress through the teaching materials. You can also ask questions and get supplemental resources from The Kassan Group team.

05

OPPORTUNITY TO PRESENT IN OUR CHANGEMAKER SHOWCASE

As a member of the community, you will have the opportunity to apply to present to our community of investors at one of our virtual showcases.

06

LIBRARY OF INTERVIEWS WITH OUTSIDE THE BOX INVESTORS

Get access to exclusive interviews to learn from experienced investors what they are looking for and their advice for mission driven entrepreneurs.

07

$5,000 CREDIT TOWARD LEGAL SERVICES

If you decide to hire us as your law firm to implement your fundraising plan, you will receive a $5,000 credit toward our flat fee support programs.

FAQs

A: If you often find yourself searching the internet for advice on how to fund your business and you would love to have access to lawyers and finance experts to get your questions answered quickly and accurately, being a part of this group can save you a lot of wasted time.

A: The Capital on Your Terms Program is designed to fit your schedule. You can show up to every call or watch the recordings, do the self-paced course whenever is convenient for you, and pop in when you need support, feedback, or information.

A: As a new business owner, the more clarity you have on funding your business the better. Once you are ready to start looking for business funding, you’ll be way ahead of the game.

A: Yes, we have a 30-day no regrets cancellation policy.

A: Once you join, you will have immediate access to our self-paced course and online platform where you can ask questions and access resources. Our coaching calls meet on the following days each month:
Second Tuesday at 2pm pacific/5pm eastern
Third Wednesday at 2pm pacific/5pm eastern
Fourth Wednesday at 11am pacific/2pm eastern

A: You absolutely can start raising money at any time during the 6-month program. We provide a $2,000 credit toward the legal services you need to launch your raise. Or you can take what you learn in the program to another lawyer with business and securities expertise to create your legal documents and do your securities filings.

Join us

IN THE CAPITAL ON
YOUR TERMS
PROGRAM

Registration is Now Closed

OUR 100% RISK-FREE GUARANTEE:

If after the first 30 days of the program, you don’t feel that it is right for you, we will issue a full refund upon your request.