The CAM scores your readiness across five capital-architecture dimensions, evaluates fourteen capital paths against your actual profile, assigns your capital archetype, and hands you the execution kit for the paths that fit. Fee-transparent by design: no placement compensation, no marketplace, no take-rate. We are paid by you, once, to tell you the truth — so the recommendation runs wherever the evidence points, including “not yet.”
A 1, a 3, and a 5 describe different observable states of your company — not three increasingly positive adjectives.
Bank debt, ABL, equipment finance, revenue-based financing, venture debt, mezzanine and unitranche at scale, friends & family, angel, growth equity, ESOP, strategic investment, and more — each with its disqualifiers named.
Archetype, dimension scores, path-by-path readiness, the disqualifiers blocking each path.
The viable paths side-by-side: cost of capital, timeline, dilution, structural constraints.
The 90-day (to 360-day at upper tiers) sprint that closes the gaps, sequenced.
Lender and investor categories matched to your profile; named anchor sets at the upper tiers.
Application workbooks, playbooks, scripts, and diligence checklists — 8 to 60 digital templates by tier.
Two to ten by tier, ending with the plan kickoff.
Upper tiers add named lender and sponsor anchor sets, and discrete board-grade documents — at the Institutional tier: a Public Market Readiness Assessment, a Board-Defensible Diligence Readiness Report, and where applicable an IPO Readiness Gap Report.
A fractional-CFO assessment tells you if the books are clean. An M&A advisor engages when there’s a transaction. Nobody diagnoses the architecture in between — which paths fit, which are blocked, what unblocks them, and in what order. That’s the CAM. And because we hold no placement economics, “wait 18 months and fix these three things first” is an answer we can actually give you.