For Series B & C CEOs

Your team just got bigger.
Is everyone still building
toward the same thing?

Post-raise, companies move fast. Headcount grows. Leadership expands. And purpose — the thing that makes every hire, every decision, every customer relationship coherent — gets left behind.

Some of the many clients we've helped in growth-stage mode:

Nylas Blackline Emburse NetSuite Tipalti
McKinsey & Company
Companies that operationalize purpose see stronger alignment and measurable performance gains — not just cultural ones.
Harvard Business Review
When purpose isn't grounded in real operations, it becomes performative — and erodes the trust it was meant to build.
Deloitte Global Human Capital
Purpose-driven organizations report higher employee engagement, stronger retention, and better financial performance than peers.
The post-funding challenge

New capital brings new complexity.
Most teams aren't ready for it.

Rapid hiring dilutes culture

Every new hire is a decision about who you are. Without a clear purpose framework, those decisions are inconsistent — and the damage compounds fast.

📊

Board expects a north star narrative

Investors funded a vision. They need to see it codified — in how you hire, how you sell, and how you lead. Vague values don't hold up in the boardroom.

🔀

Alignment breaks down at scale

What worked when everyone was in one room fails at 80 people. Leadership teams start pulling in different directions without realizing it.

The cost isn't just cultural.
It's financial.

Misaligned teams make slower decisions. Misaligned hiring leads to early attrition. Misaligned messaging confuses the market.

And the longer purpose remains undefined post-raise, the harder it becomes to define — because more people, more opinions, and more momentum make change exponentially more complex.

The window to get this right is shorter than most CEOs think.

McKinsey research confirms: purpose must translate into decision-making and behavior — not just statements — to drive performance.
Why The Fundamental Group

We've been doing this for
twenty years. We don't guess.

Our process is built on a simple truth: you can't define Purpose from a blank page. You have to build the foundation first — and when you do it right, Purpose emerges naturally. Every time. HBR research confirms that most purpose work fails because it never connects to real operations. Our process is built specifically to close that gap.

20+

Years of purpose work

Two decades building purpose frameworks for growth-stage companies. We have never had a client say the framework didn't reflect who they are.

100%

Team ownership, every time

We don't deliver a framework to your team. We guide your team through building it themselves. The difference in ownership and adoption is profound.

Internal + external validation

We interview your leadership team and your best customers. Most purpose work only looks inward. We stress-test purpose against market reality.

The engagements

Two paths. Same destination.

Both engagements deliver a complete Purpose, Mission, Vision & Values framework your team genuinely owns. The difference is depth — how far into your organization and your customer base we go.

Fundamentals First
The right start for growth-stage teams.
$30,000
Series B · 50–150 employees · $25M–$75M revenue

A complete purpose engagement covering your executive leadership team and your most important customers. Ideal for companies that have moved fast and need to align before they scale further.

What's included
Executive leadership interviews30-minute 1:1 sessions with your full ELT to surface alignment and gaps
5 ICP customer interviewsWe speak with your best customers to understand what they value and why they stay
Live Fundamentals Sprint workshopFacilitated session with your leadership team — you build it together, block by block
Bespoke PMVV framework documentA polished, board-ready deliverable your team can use immediately
How it works

Four phases. One framework
your team genuinely owns.

Live Fundamentals workshop session in progress
A live Fundamentals workshop — your team building the framework together, in the room.
1

Internal interviews

We listen to your leadership — ELT and, in Immersion, one level below — to surface where alignment exists and where it doesn't.

2

Customer voice

We speak with your best customers to understand what they value, what keeps them, and what you represent to them.

3

Live Sprint workshop

Facilitated live session with your leadership team. Block by block — your team builds the framework together in real time.

4

Bespoke deliverable

A polished, board-ready PMVV framework document tailored to your organization — ready to activate across the business.

Why the live workshop? When a leadership team builds their purpose framework together — exercise by exercise — they own it in a way no consultant-delivered deck ever achieves. The moment Purpose emerges from the work they've done together, it's undeniable.

Client story — Emburse

Seven brands. One purpose.
Remarkable results.

Emburse had grown through seven acquisitions — each brand with its own voice, its own story, its own identity. The result was fragmentation: internally, teams had lost shared purpose. Externally, the market saw a confusing patchwork of messaging.

We began by listening — to leaders across every function, and to Emburse customers. What emerged was a truth the organization had always felt but never articulated: finance professionals want to drive impact, not enforce policy. That became the foundation for everything.

"I can't tell you how much we appreciate the work you've done."

— Eric Friedrichsen, CEO, Emburse
27%
Market share increase in one year
In a year when overall industry revenue fell by nearly 9%
73%
Higher employee alignment with core values than industry average
4.5×
Greater eNPS than peers
Purpose doesn't just win externally — it transforms culture from the inside
What comes next

Purpose defined is only the beginning.

Once your purpose framework is complete, it needs to live — in your brand, your sales narrative, your hiring story, your website. We offer creative expression engagements to bring purpose to life visually and verbally.

Sales deck (10 slides) $10,000
Website homepage design exploration $15,000
Brand refresh $15,000
SKO brand video $25,000

Your purpose framework becomes the brief for everything that follows.

When brand work starts from a purpose we built together, the creative is never generic. It's yours — because it comes from truth we discovered together.

Start with the conversation
Earlier stage? The Fundamentals Sprint is our $4,500 purpose workshop for seed and Series A teams. Learn more →

Ready to lock in your purpose
before your growth accelerates?

We start every engagement with a conversation — no pitch, no deck. Just an honest discussion about where you are, where you're going, and whether this is the right fit.

We help brands discover what REALLY matters.