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4th Turning Strategy
Capital

Capital Resources

Capital Resources · Raise & Scale

Capital Resources

For founders raising capital or pursuing strategic growth — pitch deck tools, due-diligence checklists, financial models and exit-readiness frameworks.

For Founders

Interactive · 10 minSummit Prep

AI Maturity & Capital Readiness Assessment

Score your startup across technology, traction, team, storytelling and fundraising readiness — 30 questions, instant result.

Open
Interactive · 3 minBase Camp

Founder–Founder Fit Score

A quick five-question gut-check on whether you're ready for a Seed or Series A raise — team, traction, moat, market, readiness.

Open — free
Download · 30 min readAscent

Preparing Your AI Startup for VC Due Diligence

A comprehensive guide to what investors examine — technical deep-dives, data provenance, IP, red flags and a readiness checklist.

Open
Download · 25 min readExpedition Plan

The Fourth Turning Founder Playbook

A strategic framework for building AI companies that survive and thrive through major societal and technological shifts.

Open
Download · 25 min readAscent

The Term Sheet Negotiation Handbook

Common VC terms decoded, AI-specific clauses to watch for, and negotiation guidance — what to concede and what to hold.

Open
Download · 20 min readSummit

The Post-Raise Governance Checklist

What to set up after closing — board cadence, founder protections, equity admin, financial controls and AI governance.

Open
Download · 16 slidesSummit Prep

The AI Startup Pitch Deck Template

A slide-by-slide deck guide for frontier AI companies — with AI moat, data strategy and 'why now' slides built in.

Open
Interactive + download · 15 minSummit Prep

The AI Startup Pitch Deck Guide + Prompt Generator

Download the full slide-by-slide guide, then answer a short wizard to generate a custom, copy-paste prompt that builds your investor-ready deck in Claude or ChatGPT.

Open
Download · 20 min readAscent Tools

AI Startup Financial Model & Valuation Template

How to structure a sound AI-business model — revenue build, inference/token COGS, runway, TAM/SAM and valuation approaches.

Open
Download · 15 min readSummit Prep

The Data Room Index & Checklist

The complete folder structure and document list investors expect — tailored to AI companies, with model cards and data provenance.

Open
Interactive · 5 minAscent Tools

Cap Table & Option Pool Modeler

Model dilution across rounds — founders, ESOP and investors, with pre/post valuations — plus a founder-friendly guide.

Open — free
Interactive · 5 minBase Camp

TAM/SAM/SOM Builder for AI Ventures

A guided worksheet to size your market — total, serviceable and obtainable — with AI-specific expansion logic.

Open — free
Download · 25 min readAscent

Acquisition Target AI Due Diligence Checklist

What to examine before you buy an AI company — data rights, model reality, key-person risk, IP, and the integration cost hiding under the demo.

Open
Download · 20 min readSummit

Exit Readiness Scorecard

Score how sale-ready your AI company is across seven dimensions — financials, cap table, IP, revenue quality, team and buyer landscape — long before you sell.

Open
Download · 25 min readSummit

Post-Acquisition Integration Playbook

The first 100 days after the deal closes — retaining the people, integrating the data and models, holding revenue, and the governance that protects the value you paid for.

Open
Download · 15 min readAscent

Buyer Outreach & NDA Template Pack

Run a disciplined buyer process — build the buyer universe, sequence outreach in waves to create tension, share information in stages, and protect it with the right NDA.

Open

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See how the Capital division works with founders and teams.