
Capital Founders Forum
Conversations with banking leaders, founders, and operators on growth, capital, exits, and building durable companies.
Featured Conversations

Why Wealth Clients Need to Feel Seen Before They Need a Plan
A wealth advisor on why founders, athletes, and multi-generational families need to feel heard before they need a plan.
Amanda Castellano
Vice President of Investments, Moors & Cabot

Preparing a Company to Survive Diligence
A senior M&A advisor on the warning signs that predict a failed diligence process a year in advance.
Gary Shields, CFA
Chairman and Managing Partner, Nassau Street Partners

What Strategic Buyers Actually Pay For
Why most founders overvalue their business, and the three diligence issues that kill deals in the final stretch.
Andy Harris
Managing Director, STS Capital Partners
Coverage, by Niche
Every conversation is filed under one primary world. Choose yours to see the episodes built for it.
Financial Services
Banking, capital markets, and private equity are being reshaped by consolidation, automation, and a generational transfer of ownership. We talk to the operators and advisors closest to the decisions.
Healthcare
Hospitals, physician groups, and health tech companies are under pressure to do more with less. We talk to leaders who are rebuilding patient operations and capital structures from the inside.
SaaS
Founder-led software companies are navigating a harder capital environment and a faster product cycle. We talk to founders and operators about what actually moves growth and valuation.
Latest Episodes
View all episodes
Why Wealth Clients Need to Feel Seen Before They Need a Plan
A wealth advisor on why founders, athletes, and multi-generational families need to feel heard before they need a plan.
Amanda Castellano
Moors & Cabot

Preparing a Company to Survive Diligence
A senior M&A advisor on the warning signs that predict a failed diligence process a year in advance.
Gary Shields, CFA
Nassau Street Partners

What Strategic Buyers Actually Pay For
Why most founders overvalue their business, and the three diligence issues that kill deals in the final stretch.
Andy Harris
STS Capital Partners

Scaling Past $10M ARR Without Losing the Founder Edge
How a bootstrapped SaaS founder used AI to run a leaner operation and kept control through a growth round.
Jordan Pratt
Fieldstack

Fixing Patient Operations Before You Fix the P&L
The operating model mistake that shows up eighteen months after every hospital merger closes.
Maria Delgado
Continuum Health Partners

Raising Capital When the Market Says No
A CFO on raising bank capital in a rising-rate environment, and the covenant she refused to accept.
Renee Okafor
Meridian Trust Bank
Listen wherever you are
New conversations on capital, growth, and exits — every two weeks.
