“Jenny’s expertise in this space is one of a kind—nobody knows more about raising mission-aligned capital. But it’s not just about legal expertise. Jenny and her team care deeply about the change that their clients want to see in the world and about their success. When you work with her, you’re getting a broad base of expertise and support.”
A self-paced online educational course designed to help you create your strategy to raise funding from values-aligned investors.

“I’ve known Jenny for nearly a decade. She is among the smartest people I know. She has devoted her career to helping entrepreneurs raise capital from the crowd. No one in the industry knows more about it than she does. No one! Zero people know more than Jenny.”
Devin Thorpe
“Jenny Kassan is a national thought leader in the effort to increase capital flow towards triple bottom line businesses.”
David Brodwin
“Jenny is deeply knowledgeable about a topic most of us are not! Jenny walks you through the steps necessary for finding investors so that when you approach an investor, you feel that you’re on solid ground.”
Ann Kramer
“Jenny is an entrepreneur’s dream come true.”
Konda Mason
“Jenny gave me the tools I needed to offer an investment opportunity to supportive investors. My team and I are well on our way to achieving our goal of raising $500,000. We’re offering equity, but we are not giving up any control. We’ve had a remarkable response, and we couldn’t have done it without Jenny’s teaching and support.”
Kristen Barker
“Jenny is, hands down, one of the most knowledgeable sources in the field today when it comes to creative capital raising for social enterprises and small businesses.”
Amy Cortese

AN INVITATION TO GROW YOUR BUSINESS ON YOUR OWN TERMS
This program is the result of over 25 years of working with hundreds of social entrepreneurs at every stage of growth and in diverse industries from retail to tech.
Unfortunately, finding the right funding can be a challenge for highly mission driven entrepreneurs for whom mainstream startup funding models aren’t a good fit.
But at The Kassan Group we have discovered that with the right strategies, tools, and support, it is possible to raise the funding you need on terms that are right for you.
We have developed this course to support you in finding the right funding for your business.
Our six-step process gives you the tools and knowledge you need to create a customized fundraising strategy based on your unique strengths and gifts.
You’ll find all the details below. We look forward to seeing you in the program!
In appreciation,
The Kassan Group team
What is
“CAPITAL ON YOUR TERMS”?
“Capital on Your Terms” represents a growing movement of conscious entrepreneurs who are committed to raising investment in a way that allows them to stay true to their mission, goals, and values.
For decades, entrepreneurs have even been told if you can’t be the next “unicorn” tech startup and capture hundreds of millions of dollars in market share within the next few years, don’t bother trying to raise money.
“Capital on Your Terms” is a completely different approach to funding your business. It starts with the knowledge that investors are diverse and that you don’t have to sacrifice what’s important to you to attract investment dollars. There are plenty of investors out there who will be attracted to your unique value proposition.
The Capital on Your Terms approach puts you in charge of your fundraising and helps you raise the funds you need from investors that support your unique goals, values, and mission.

“Jenny’s expertise in this space is one of a kind—nobody knows more about raising mission-aligned capital. But it’s not just about legal expertise. Jenny and her team care deeply about the change that their clients want to see in the world and about their success. When you work with her, you’re getting a broad base of expertise and support.”
Scott Woods
“I’ve known Jenny for nearly a decade. She is among the smartest people I know. She has devoted her career to helping entrepreneurs raise capital from the crowd. No one in the industry knows more about it than she does. No one! Zero people know more than Jenny.”
Devin Thorpe
“Jenny Kassan is a national thought leader in the effort to increase capital flow towards triple bottom line businesses.”
David Brodwin
“Jenny is deeply knowledgeable about a topic most of us are not! Jenny walks you through the steps necessary for finding investors so that when you approach an investor, you feel that you’re on solid ground.”
Ann Kramer
“Jenny is an entrepreneur’s dream come true.”
Konda Mason
“Jenny gave me the tools I needed to offer an investment opportunity to supportive investors. My team and I are well on our way to achieving our goal of raising $500,000. We’re offering equity, but we are not giving up any control. We’ve had a remarkable response, and we couldn’t have done it without Jenny’s teaching and support.”
Kristen Barker
“Jenny is, hands down, one of the most knowledgeable sources in the field today when it comes to creative capital raising for social enterprises and small businesses.”
Amy Cortese

IS COYT for you?
This program is for you if you…
BELIEVE BUSINESS CAN AND SHOULD BE A FORCE FOR GOOD
HAVE WORRIED THAT YOU ARE NOT CUT OUT FOR FUNDRAISING BECAUSE YOU DID NOT WANT TO PRETEND TO BE SOMEONE YOU’RE NOT
HAVE ATTENDED PITCH EVENTS OR OTHER INVESTOR EVENTS AND FELT THAT THERE MUST BE ANOTHER WAY
ARE WILLING TO COMMIT TIME AND ENERGY TO LEARNING A BETTER WAY TO RAISE FUNDS FROM INVESTORS
THE CAPITAL ON YOUR TERMS SELF-PACED ONLINE PROGRAM TAKES YOU THROUGH A SIX-STEP PROCESS DESIGNED TO…
- Identify your ideal investors and know where to
find them. - Give you the fundraising knowledge and legal information you need to design your investment offering, including the investment terms and what legal compliance strategy to choose.
- Prepare you for the challenges that go along
with fundraising and growing your business.
- Help you create materials to show to potential investors including a pitch deck, executive summary, required legal disclosures, etc.
- Introduce you to investors that invest outside of
the mainstream venture capital model. - Teach you how to describe your business in a
way that is compelling for your ideal investors.
What Happens
WHEN YOU SIGN UP
You will gain immediate access to a private online portal where you can go through the course that teaches Jenny’s proven six-step process at your own pace and to a library of resources to help you throughout your capital raising journey. The program also includes a one hour AMA session with Jenny Kassan.
GET CLEAR ON YOUR GOALS, VALUES, AND PLANS INCLUDING…
- Financial projections
- Fundraising goals
- Your vision for your business
- Non-negotiable values
DESIGN YOUR INVESTMENT OFFERING…
- Finance and capital raising literacy
- Alignment between your goals and your investors’ goals
- How your entity structure and tax status affect your offering
- Choosing between equity, debt, and convertible instruments
- How investors will get paid so that it doesn’t put pressure on your business
- Control – how to keep it
DESIGN YOUR INVESTOR ENROLLMENT STRATEGY
- Make your messaging compelling
- What to prepare before talking to investors (pitch deck, executive summary, disclosures, etc.)
- How to get meetings with your ideal investors
- What to say in the meetings
- How to follow up
IDENTIFY YOUR IDEAL INVESTORS INCLUDING…
- Ideal investor profiles
- Where to find your ideal investors
- How to avoid wasting time with the wrong investors
CHOOSE YOUR LEGAL COMPLIANCE STRATEGY
- Who you can legally make your offer to
- How to communicate with potential investors without breaking the law
- What choices are available and how to pick the one that is best for you
- Doing more than one offering – ensuring continued compliance
DEVELOP YOUR FUNDRAISING ROCKSTAR MINDSET AND NEXT STEPS
To Summarize
HERE IS WHAT IS INCLUDED IN THE PROGRAM…
01
LIFETIME ACCESS TO CAPITAL ON YOUR TERMS TRAININGS
Through a series of videos, the course walks you through the Capital on Your Terms formula step by step.
02
COMPREHENSIVE COURSE WORKBOOK
The downloadable workbook will take you through all of the exercises within each of the six steps so that you create your customized fundraising plan as the program progresses.
03
ONE HOUR ‘ASK ME ANYTHING’ SESSION WITH JENNY
You will have the opportunity to schedule a one hour AMA session where you can get expert legal and capital raising advice directly from Jenny.
04
LIBRARY OF INTERVIEWS WITH OUTSIDE THE BOX INVESTORS
Get access to exclusive interviews to learn from experienced investors what they are looking for and their advice for mission driven entrepreneurs.
FAQs
A: If you often find yourself searching the internet for advice on how to fund your business and want access to a tried and true step-by-step process on raising funds and dedicated time with a legal and finance expert, this program can save you a lot of wasted time.
A: The Capital on Your Terms Program is designed to fit your schedule. You will have lifetime access to the course, and can watch the recordings, fill out the workbook, and access the additional learning resources whenever is convenient for you.
A: As a new business owner, the more clarity you have on funding your business the better. Once you are ready to start looking for business funding, you’ll be way ahead of the game.
A: You will gain access to the full course and all of our resources immediately upon enrollment.
A: We will work to try to accommodate your schedule to meet with Jenny for your one-on-one AMA. This call must be done within 3 months of enrollment to the course.