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Trailhead
You have selected the trail. Now gather the map, tools, and knowledge to prepare for the path ahead.
This self-directed package is designed for sponsors who are preparing to enter the retail channel. You will gain:
Access to our on-demand Educational Platform
Quarterly Ask-the-Expert webinars
Monthly Office Hours pop-in webinars
Downloadable checklists, interview questions, and more
A resource hub to support you at your own pace
Ideal for those who want to educate themselves before committing to a guided journey.
$500 per month
Basecamp
You have set your intention. Now it is time to plan your route with an experienced guide at your side.
Includes everything in Trailhead, plus up to 4 hours/month of one-on-one coaching with our team. Use it for:
Strategic discussions on capital raising and distribution
Support with messaging and market positioning
Meeting prep and feedback
Priority response to your questions
Expert insight to avoid common pitfalls
Great for sponsors who want a co-pilot while they scout the trail ahead.
$2,500 per month
Summit
You are ready to climb and need an expert to guide you. Let's take your offering to market with full support every step of the way.
Everything in Trailhead, plus comprehensive execution support to launch your raise:
Third-party due diligence readiness assessments
Data room setup and best practices
Product positioning and marketing material guidance
Capital markets team structuring
Introductions and support with MBD, transfer agent, and more
Budget and conference planning
Optional: Active national accounts and/or wholesale support
Built for sponsors who are committed to launching successfully and scaling with confidence.
Guidance, strategy, and inspiration
—straight from CEO & founder, Heidi Wheatley.
Heidi Wheatley
Founder & CEO
Heidi, the founder and CEO of Sponsor Growth Solutions, brings a wealth of knowledge and experience to every session. With her proven expertise and passion for helping others succeed, she offers priceless insight into growth strategies that truly make a difference. Learning from Heidi means gaining tools, guidance, and inspiration directly from a leader who has built solutions that drive real results.