Founders Face Growing Complexity in Growth, Capital, and Liquidity Decisions

  • Morgan Stanley surveyed 150 Series A+ founders in the U.S. and Canada, revealing increased operational complexity in managing growth, capital, and liquidity.
  • 84% of founders report continual pressure to make their business succeed, with revenue growth remaining the top priority.
  • 95% of founders consider AI critical to success, yet only 23% feel well-supported in this area.
  • 67% of surveyed founders were at Series C or later stages of funding.

The survey highlights a shift in the founder journey, where managing interconnected decisions—from fundraising to liquidity—has become more complex. This trend reflects broader market dynamics where private companies face prolonged scaling phases and increased pressure to deliver consistent performance. The data suggests that founders are seeking comprehensive, founder-centric financial solutions that extend beyond traditional transactional support.

Execution vs. Vision
How founders balance immediate execution demands with long-term vision will shape their ability to scale.
AI Support Gap
Whether financial partners can bridge the AI support gap for founders, given its critical role in business success.
Integrated Planning
The pace at which founders adopt integrated business and personal financial planning as a standard practice.