Niches
Every conversation on Capital Founders Forum is filed under one world — Financial Services, Healthcare, or SaaS — so you can go straight to the operators and advisors who speak your language.
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.
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
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
Insurance M&A After a Decade of Consolidation
An acquirer of eleven insurance agencies on what actually drives multiple expansion.
Daniel Cross
Harbor Underwriters
Building a Succession Plan Clients Never Notice
A wealth management founder on transitioning ownership without losing a single client.
Grace Holloway
Summit Wealth Advisors
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.
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
The Economics of Physician-Owned Practices
What a physician-owned practice needs in its books two years before an owner plans to retire.
Sam Whitfield
Northgate Health Group
Financial Discipline in Pre-Revenue Biotech
How a pre-revenue biotech CFO keeps a board aligned across an eighteen-month runway.
Elena Vasquez
Brightline Biotech
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.
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
Enterprise Sales Without an Enterprise Sales Team
How a five-person GTM team closed six-figure enterprise deals against larger competitors.
Priya Nair
Latitude Software
The SaaS Exit That Almost Fell Apart
A SaaS founder on the technical debt disclosure that almost killed his acquisition.
Marcus Lin
Vertex Cloud