The Capital Collective

For $1M-$10M businesses

Move beyond the Missing Middle.

For proven businesses in the $1M to $10M revenue gap, Beyond the Middle brings next-level industry knowledge, executive networks, and capital resources into one focused 12-week intensive.

Built for Beyond the Middle.

For businesses headquartered in the greater metropolitan area of the program city and ready to scale into the next level of growth.

Greater Birmingham was the first selected city, with Beyond the Middle™ beta completed in Q4 2025 and the formal 12-week intensive launched in Q1 2026.

Is this you?

$1M-$10M

in annual revenue

Greater Birmingham model12 weeksCohort of 12
  • Profitable, proven businesses already operating inside the Missing Middle
  • Companies seeking capital structure guidance, strategic growth planning, and executive-level advisors
  • Teams ready to grow revenue, create jobs, and compete for larger-market capital

The 12-week path from readiness to capital conversations.

Each cohort moves through a structured flow that ends in real capital conversations, with expert support through the decision.

  1. 1

    Inform & Engage

    Capital Readiness Event

    Equip businesses with the tools and knowledge to attract funding.

  2. 2

    Capacity Building

    12 weeks of live and virtual classes and coaching

    Develop solid business cases for capital — operational excellence and financial preparation.

  3. 3

    Access to Capital

    Capital Readiness Plan

    Develop a Capital Readiness Plan to secure funding, with connection to SSBCI, SBIC, equity, and growth capital providers.

  4. 4

    Access to Networks

    Capital Matchmaking

    Connect participants with capital providers through matchmaking events — warm introductions with context and aligned capital sources.

  5. 5

    Engage & Decide

    Expert support on the capital decision

    Connect participants to legal and financial experts for management support — decision-ready materials and guidance on capital structure.

  6. 6

    Equip Businesses

    A sustainable growth path

    Tools and knowledge to attract funding and a sustainable growth path into the Missing Middle.

Built on four pillars.

01

Capital Building

Case-based learning with an experienced business or capital advisor. Every module uses the participant's own company as its case study, building a strong business case for investment.

02

Capital Readiness Package

Expert advisors help develop a capital readiness pitch deck appealing to lenders and investors. A third-party investment bank works alongside each company to develop a professional investment presentation.

03

Individual Advice

A dedicated strategic advisor throughout the 12-week intensive helps navigate the complex world of funding and provides the tools needed to succeed.

04

Network Connections

Access to a network of strategic partners — former CFOs, supply chain leaders, former private equity and debt providers, and growth leaders — who collectively build the “investment-ready” model for each business.

Participants finish with fundable materials and matched access.

The work is practical: use your company as the case study, build the capital package, and walk into the room with the right story.

  • A comprehensive understanding of the capital ecosystem
  • An expanded network of key industry contacts, potential investors, lenders, and a supportive network of peers and mentors
  • A tailored capital readiness package and tools to present their business effectively
  • Enhanced financial acumen, equipping them with the skills to sustainably manage and scale their businesses
  • Increased business growth potential

Your investor story

A polished, compelling investor presentation built with an investment bank so you can walk into any room with confidence.

Investor access

Real introductions to capital sources matched to your business, stage, and capital need.

Capital matchmaking

A culminating event where participants meet qualified capital providers face-to-face and start real funding conversations.

Executive-level advisors

Guidance from investors, operators, and strategists with track records in the $10M+ business world.

A funded path forward

Our goal for every participant is capital secured within six months of completing the program.

Revenue growth discipline

Support to unlock new revenue streams, address scalability challenges, and step back into strategic growth.

The work doesn't stop at week 12.

Up to 9 months of continued coaching plus cohort and alumni events.

Graduates stay supported well past the intensive — turning program momentum into durable, fundable growth.

After the intensive

9 months

of continued support, included

  • Continued one-on-one coaching
  • Cohort & alumni events
  • Curated resources

Compare both paths.

$500K-$2M annual revenue

Beyond the Million

For businesses ready to break through to the next stage of growth with investor-ready tools, senior guidance, and capital connections.

$1M-$10M annual revenue

Beyond the Middle

For businesses headquartered in the greater metropolitan area of the program city and ready to scale into the next level of growth.

Ready for Beyond the Middle?

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