Capital Pathways Workbook

The Capital Pathways Workbook, informed by the collective intelligence of investors, entrepreneurs, and our community, helps you map your capital needs to business goals. Through interactive exercises, the workbook enables you to gain clarity on your capital-raising strategy by identifying capital types that align with your leadership priorities and designing goals for further capital exploration.

Capital Pathways offer a comprehensive view of how capital models can support your business vision, both in the short and long term. This workbook helps you define your capital needs, prioritize key considerations, and identify the outside capital required for growth. It also provides resources and a glossary to navigate different capital types and their impact on growth, ownership, and funding progression.

Workbook Sponsor

Research Partners / Collaborators

  • Andrew Thomas, SkyBell
  • Bill Stoddart, 45North Partners
  • Dawn Dickson PopCome
  • Doron Goldstein, Withersworldwide & Angel Investor
  • Larry Lockard, Wells Fargo
  • Mehnoosh Askari, Wells Fargo
  • Val Jones, Wells Fargo
  • Yarelys Tifa, Cash is Queen

Download Today!

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.

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