Capital Raising Series: Late-Stage Equity: Series A and Beyond - Running a Disciplined Capital Raise with the 12/6/3 Process

​This is our third workshop in the 4-part Capital Raising Series. Seats are limited, be sure to only RSVP if you plan to attend in person 😊

​Late-Stage Equity: Series A and Beyond

​Running a Disciplined Capital Raise with the 12/6/3 Process

​In this workshop, we teach PHX FWD’s proven 12/6/3 Process, showing founders how to create demand for their offering, let the market set valuation, and secure strong terms with the right long-term partners. You’ll learn how expectations shift around growth rates, governance, dilution, and control — and how to raise significant capital without letting the process run you over.

​About Clate Mask

​Clate Mask
CEO
PHX FWD

​Clate Mask is the CEO of PHX FWD and a longtime B2B SaaS founder, advisor, and investor. He co-founded and led Keap (formerly Infusionsoft) for over 20 years, growing it from a bootstrapped startup into a category-leading marketing automation platform serving hundreds of thousands of small businesses. Today, Clate coaches and advises SaaS CEOs on stage-driven growth, capital, and leadership, with a focus on helping founders scale their companies while building strong teams and sustainable lives.

​This Capital Raising Series is brought to you in partnership with the Arizona Commerce Authority.