$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.
How the program works — six steps from readiness to funded growth.
Each cohort moves through a structured flow that ends in real capital conversations, with expert support through the decision.
- 1
Inform & Engage
Capital Readiness Event
Equip businesses with the tools and knowledge to attract funding.
- 2
Capacity Building
12 weeks of live and virtual classes and coaching
Develop solid business cases for capital — operational excellence and financial preparation.
- 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
Access to Networks
Capital Matchmaking
Connect participants with capital providers through matchmaking events — warm introductions with context and aligned capital sources.
- 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
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.
Every module uses your business as the case study — and ends with an investment-ready model built alongside experienced advisors.
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.
What you'll gain.
You will leave knowing how to tell the story of your business so you can attract capital investment — with a customized, professional-quality investor presentation and matched capital introductions.
Participants finish with:
- 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
Inside the intensive
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.
Choose the intensive that fits your stage.
Beyond the Middle™ and Beyond the Million™ serve businesses at different revenue stages, but both require real traction and a management team ready to scale.
$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.
They opened doors to capital I never even knew were accessible to businesses like ours.
Ready to take your business to the next level?
Applications aren't open right now — our Birmingham cohort is underway. Join the newsletter and we'll let you know the moment the next cohort opens.