All the data is in your mind! But you struggle to communicate it to your whole team?

Take Charge of Your Capital Journey with Clarity

Learn how to align your strategy, data, and valuation with investor expectations — and take control of your capital readiness.
Master the skills to forecast, value, and communicate your business story with confidence.
Your business doesn’t need more spreadsheets — it needs an ecosystem.

investors in Ecosystem

Projects Completed across 20 Industries

Ecosystem Partner

For Total Control
(For Owners)
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Data Fundraising Masterclass 

Give owners a structured way to turn their numbers, ideas, and experience into investor-ready clarity — the foundation every SME needs before fundraising.
(For Head of Department)
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Data Fundraising Executive Class

Equip your team with the skills to convert operational data into clear forecasts, valuations, and investor-ready reports.
Each module is practical, easy to follow, and designed for real business execution.

We noticed the real problem.

Corporate finance is expensive, slow, and built for big companies. SMEs are left out of the ecosystem — not because they lack potential, but because they lack clarity and structure.

To help SMEs gain clarity fast,

We created the 3-Day Data Fundraising Masterclass — Learn how to lead your team to build your forecast, valuation, and 12-page pitch deck in 3 days.
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Real changes comes from understanding.

Data Fundraising Masterclass

Learn the structured system used by SMEs to transform their numbers into an investor-ready forecast, valuation, and business story.

Align your strategy, data, and valuation into a clear investor narrative — and communicate your business with confidence.
Begin your journey toward capital-ready clarity.
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Hear what our Customers and Partners have to say about CapitalOS Journey!

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Acquire Capital Knowledge

Begin by learning the fundamentals of capital readiness — from forecasting and valuation to how investors evaluate opportunities. We break down complex corporate finance concepts into simple, practical steps so owners finally understand what investors look for, how deals work, and how to prepare the business for capital with confidence.
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Build Data-room with CapitalOS

Learn how to use CapitalOS to align your internal team, external advisors, and decision-makers around one clear version of the numbers. You won’t build the data room yourself — instead, you’ll understand the full capital readiness workflow, what information is required, and how to lead your team to structure data that investors trust.
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Capitalize through Network

Discover how to present your business story clearly and connect with the ecosystem that supports SME fundraising. The masterclass prepares you to enter the CapitalOS Network — giving you access to advisors, partners, and regional investor pathways so you can pursue funding opportunities with credibility and clarity.
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Deploy and track outcome

Learn how to deploy your capital strategy using clear KPIs, data-driven targets, and structured reporting. Through CapitalOS, you’ll be able to monitor progress, track improvements, and prepare your business for the next milestone — whether it’s expansion, a financing round, or a future exit.

our 3-Day Capital Readiness Snapshot

Day 1 — Clarity & System Setup

Gain clarity on how forecasting, valuation, and investor expectations work. You’ll learn the Capital ABC Framework and see how CapitalOS structures a fundraising journey — so you know what needs to be done and how to lead your team through it.

Day 2 — Build Your Value Drivers (A, B, C)

Understand the three value drivers SMEs must align before fundraising:
A — AI & Tech, B — Brand & Intangibles, C — Corporate Finance & Valuation. You won’t build the containers yourself — but you’ll learn how each container supports valuation and how to guide your team to structure the right information.

Day 3 — Investor Readiness & Capital Roadmap

Understand how investors evaluate SMEs and what a proper data room, dashboard, and capital roadmap look like.
You’ll walk through the full process, see real examples, and learn how to supervise your team or advisors in preparing investor-ready materials.
This is NOT for owners who:
✘ Want someone to prepare their data room during the workshop
✘ Expect a done-for-you fundraising service
✘ Want shortcuts without understanding the process
✘ Are unwilling to build or empower a team to execute the work
Is this masterclass right for you?

Who This Masterclass Is For

This masterclass is designed for SME owners who:
  • Want clarity on their fundraising process before investing time and money
  • Need to align internal leaders without doing the execution themselves
  • Want a structured, simple way to understand forecasting and valuation
  • Are planning for expansion, investment, franchising, JV, or exit
  • Feel their numbers are “in their head” but not ready for investors
  • Want to build confidence when speaking to investors or advisors
  • Want a proven system to guide their Head of Department and external consultants
  • Prefer clarity and alignment, not theory or motivational training

What Makes This Masterclass Different?

This is not a motivational seminar or a theory-heavy workshop.
It’s a structured owner-focused programme designed to help SMEs gain clarity on their capital journey — without doing execution work.
Built specifically for ASEAN realities, it gives owners the confidence and frameworks to align their team, advisors, and investors.
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FAQ

Frequently asked questions

Do I need to prepare my data before attending?

No. The masterclass focuses on clarity, thinking, and alignment — not data entry or execution.

Is this suitable if my numbers are messy or incomplete?

Yes — most SMEs start here. The masterclass helps you understand what matters and how to structure it.

Do I need a finance background?

No. Everything is designed for business owners.

Will my team need to join?

Yes — ideally, all partners and C-suite leaders should join. This ensures everyone is aligned on your capital vision and understands the same frameworks moving forward.

Still Unsure?

Join our newsletter to get practical tips, invites to preview sessions, and updates on upcoming networking events — so you can experience our community before making your decision.
Thank you!

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