Finance for Founders
Private, focused sessions for founders and business owners who want to understand their financials, know their numbers, make better decisions and lead more effectively. No accounting background required.
You did not start your company to become a financial expert.
Most founders and business owners did not start their company to become financial experts. At some point, though, financial decisions become some of the most consequential ones you make.
That is what this work is built around.
Book a Call →Five moments where the gap shows up.
These moments happen because financial fluency is a specific skill that most founders never had the opportunity to develop. The sessions are built around closing that gap, specific to your business and where you are right now.
A call first. Sessions built around what you need.
A short call
We talk through where your business is and what you want to understand better. What decisions are in front of you. What you already know and where the gaps are.
The right topics, in the right sequence
From the call, we put together the right subjects and sequence for your situation. You are not working through a fixed curriculum. You are working through what you actually need.
Sessions that go as deep as you need
Sessions run 90 minutes each. You drive what we cover. The goal is that you leave each session with a clear, working understanding of the topic and how it applies to your business specifically.
Six areas, depending on what your business needs right now.
Not every founder needs every topic. The first call determines what is most relevant to where you are. These are the subjects we draw from.
Reading Your Financial Statements
The income statement, balance sheet, and cash flow statement. What each one measures, what it is telling you about the business, and how the three connect to give you a complete picture.
Revenue, Margins, Profit, and Cash Flow
Where money actually goes after it comes in. What gross margin means for your business model, how pricing affects it, why profitable businesses still run short on cash, and what your numbers say about runway and timing.
Key Performance Metrics
The five to seven numbers that actually tell you how your business is performing. How to identify them for your specific business and use them to make decisions about hiring, pricing, and growth.
The Funding Landscape and Capital Options
The full spectrum from bootstrapping to institutional equity. What each option costs you in equity or obligation, how to think about which fits your stage, and what lenders and investors are actually evaluating.
Raising Capital: Equity, Debt, and Convertible Instruments
How equity, debt, SAFEs, and convertible notes work mechanically. Dilution, cap tables, key terms, how to present your financials to investors, and how to navigate due diligence through close.
Building Your Financial Team
The difference between a bookkeeper, accountant, and CFO, what each one does with your numbers, when you need them, and how to work with them effectively.
Common questions.
That is what the first call is for. We talk through where your business is, what decisions are in front of you, and what you want to understand better. From there we put together the right topics for your situation.
No. Some founders need two sessions. Some need four. It depends entirely on where your gaps are and what is most relevant to where the business is right now.
Founders and business owners who are actively running their company and making financial decisions without a dedicated finance team or financial background. If you are pre-revenue or in the earliest stage of building, the content will be less immediately applicable.
A bookkeeper and accountant make sure the right numbers are in the right place. This work teaches you to read and use those numbers so you can make decisions from them. These are different functions and this does not replace your accounting team.
The CFO work is an ongoing advisory engagement where I assess what the business needs and help implement it. Finance for Founders is education. You come in knowing what you want to understand better and we work through it together. The agenda is yours.
Walk away knowing what your numbers mean and exactly where your business stands.
We talk through what you are trying to understand and put together the right sessions for where your business is.