I use an eight step capital building process that is designed to match organizations seeking capital with appropriate capital sources.  The eight-step process that I follow for raising capital includes the following:

  1. The role of capital in achieving your organization's goals
  2. Planning your capital campaign
  3. Types of capital sources that meet your needs
  4. Types of capital transactions that meet your needs
  5. Finding a capital source
  6. Building your story
  7. Telling your story
  8. Closing a capital transaction