Capital Raising Series: Capital Sources Across the 7 Stages - Choosing the Right Capital at the Right Time

​​**This workshop is full, we will be adding you from the waitlist if a spot becomes available. We will be hosting this same workshop each quarter. 😊

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

​Capital Sources Across the 7 Stages

​Choosing the Right Capital at the Right Time

​In this workshop, we break down the full landscape of capital sources — self-funding, customer financing (sales), grants, equity, and debt — and map each to the stages where they make the most sense. Founders will learn how capital expectations change as companies grow, what investors and lenders look for at each stage, and how to sequence capital intelligently to fuel growth while preserving equity and control.

​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.