Most founders stumble through their first year burning through savings and investor goodwill. Our autumn 2025 program walks you through the actual numbers that matter — cash runway calculations, founder equity splits, revenue projections that hold up under scrutiny. You'll learn what seasoned CFOs wish they'd known when they started.
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Angel rounds look different than they did three years ago. Venture capital firms are pickier. Bootstrapping requires a completely different mindset. Here's what changed and how to adapt your approach.
We'll show you how to keep burn rate under control while still making progress. The trick isn't cutting everything — it's knowing which expenses generate actual momentum and which just feel productive. Most founders confuse the two.
Angels want to see traction before they write checks now. Not the fake kind you can manufacture with paid ads. Real customer conversations, repeat purchases, evidence that people actually need what you're building. We prepare you for those conversations.
Venture capital isn't right for every startup. When it does make sense, you need financial models that demonstrate unit economics and realistic growth curves. Plus the story that ties those numbers to market opportunity. Both parts matter equally.
Breaking down what to focus on when. Most founders try to do everything at once. Better to nail each phase before moving to the next. This sequence reflects what works based on watching hundreds of startups navigate their early days.
Lead Financial Strategist
I've watched startups die with product-market fit because founders didn't manage their burn rate. They hired too fast, spent on perks instead of essentials, confused activity with progress. The painful truth? Most startup failures are financial management failures dressed up as market timing problems.
Founders often give away too much equity too early or split it equally when contributions aren't equal. These decisions feel right in the moment but create resentment and cap table problems later. Get vesting schedules in place from day one. Future you will be grateful.
Growth means nothing if each new customer loses you money. Some startups can afford to lose money per customer initially if there's a clear path to profitability. But you need to know your numbers and have a plan. Flying blind on unit economics is choosing to fail slowly.
There's endless startup advice out there. Most of it is either too generic or completely impractical. We focus on the financial skills that separate successful founders from those who burn through capital and quit.
Build projections that hold up when investors poke at your assumptions. We'll cover revenue forecasting, expense budgeting, scenario planning for best and worst cases. Plus how to present your model so it tells a compelling story about your business.
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One-on-one sessions where we analyze your specific situation and map out funding options that match your goals. Not every startup should chase venture capital. We'll help you figure out which path makes sense for your business and timeline.
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