Chad’s background and how the course and process are structured, so you know exactly what you’re building toward from the first video.

Learn to see your business the way capital sees it, and position it inside a niche the market is actively funding.

Workbook: Four Quadrants Niche Worksheet.

Build a brand and set of business touchpoints that read as professional and remove the reasons an investor says no before they’ve even heard your pitch.

Workbook: Brand Review Worksheet.

Find and defend the specific market gap that gives your company real, differentiated authority.

Get the management, financial, legal and sales fundamentals visibly in place before an investor ever asks.

Identify and track the specific numbers that actually prove your business is healthy and growing.

Workbook: KPI Worksheet & Action Plan.

Turn your founder story into a tight, memorable narrative that makes people want to keep listening.

Workbook: Write Your Story + Craft Your Elevator Pitch.

Build a clean, defensible cap table so you can answer the ownership question the moment it comes up.

Workbook: Cap Table Template.

Build the plan that shows investors exactly how your idea becomes a business, not just that it’s a good idea.

Workbook: Business Plan Template.

Build the 12–15 slide deck that teases the opportunity and earns you a second conversation.

Workbook: Pitch Deck Template.

Define your real market size so investors can see the actual upside in the opportunity.

Workbook: Target Audience Persona Profile.

Structure the financing itself: instrument, pricing, terms and valuation.

Workbook: Constructing Your Financing Worksheet.

Understand the term sheet, subscription agreement and share documentation that make a financing real — financings are not handshake deals.

Workbook: Term Sheet & Subscription Agreement templates.

Learn how to legally and professionally market a financing and put yourself in front of the right people.

Workbook: Press Release Template + outreach message examples.

Learn to match investor type to your business before you spend time on outreach that was never going to convert.

Workbook: Investor Qualifying Checklist.

Build investor relationships patiently, so a “no” today can become a “yes” later.

Understand friends & family, accredited/angel, institutional and lender capital, and which fits your stage.

Understand the tradeoffs of running your financing with or without a broker.

Learn how to land the anchor commitment that sets your terms and gives the rest of the raise momentum.

Workbook: Lead Order List Template.

Learn to track and manage your financing like a professional, from first commitment to close.

Workbook: Financing Book Template.

Understand the closing process, oversubscription handling, and typical commission structures.

Workbook: Closing Financing Checklist.

See the entire process end-to-end, and how each piece supports the next.

Workbook: Post-Closing Event Planner.

Learn how to handle capital responsibly once it closes, and carry the process into your next round.

Founders, entrepreneurs, CEOs, executives and business owners preparing to raise capital — whether you’re starting from scratch or looking to scale.

No. The course is structured to help beginners as well as those with some experience in business or fundraising who want to sharpen their process.

This course covers the entire capital-raising process — preparing your company, positioning the opportunity, structuring the financing, finding and qualifying investors, building momentum, and closing professionally.

23 videos — 1 introduction plus 22 modules — walk you through the professional financing process step by step, alongside a complete workbook and supporting templates so you can apply each stage to your own business as you go.

23 in total: 1 introduction and 22 numbered modules covering the full financing process.

This is an online course with instant access, hosted on this website. After purchase you’ll get a link right away, and you can return any time by logging into your account.

Yes. The strategies apply across industries — from tech startups to service-based businesses to creative ventures — because they’re about how capital evaluates any opportunity, not industry-specific tactics.

One of the core themes of this course is learning how to find, qualify and build relationships with the right investors from scratch — you don’t need an existing network to start.

The difference I find between my products and others is that I have tried, tested, and tuned my strategies myself in the trenches.

I have personally walked the streets, pitched and presented companies I have run or been a part of, been accepted, been rejected, had my pitch deck thrown back at me and more.

The strategies and process I share here are the results of years of learning and tuning my process in alignment with the best practices of raising sophisticated capital from smart money investors. I am giving you the whole process and system, one you can use over and over again.

You can pick up an average theory-based textbook from someone who has never done it, or you can learn from someone who has been boots on the ground and helped raise millions of dollars for companies over the course of my career.

The core course is self-paced and doesn’t include private support. If you’d like direct, personalized guidance on your own financing after completing the course, contact me about a Capital Strategy Session or a McMillan Strategies engagement.

Not currently. The course is a self-paced, self-contained system — the workbook and templates are designed so you don’t need a group to work through the process.

A certificate of completion is available upon request.

I stand by my work and offer a 30-day money-back guarantee. If the course doesn’t meet your expectations, reach out within 30 days of purchase for a full refund.

Yes. This site runs on Shopify, and if you’re in the US you can use a payment plan through Shop Pay. If you’re elsewhere and need another option, email chad@chadmc.com and we’ll figure something out.

No. This course is for informational and educational purposes only. It is not a substitute for professional financial, legal or tax advice, and nothing in it is an offer to buy, sell or otherwise engage in any financial or investment transaction.