Scale · Seed Stage
Seed · 6 Months · 12 Sessions · Biweekly Live Calls
Level 2 goes deeper into investor-grade financial architecture, operational systems, and the pitch. The same braided rhythm continues. The stakes are higher. The work is more precise.
For founders who have completed Level 1, or who enter with validated traction and a clear business model.
Reading your own numbers with confidence. Revenue forecasting, burn rate, runway, and the assumptions that make or break a model.
You leave with: Financial model built. Assumptions you can defend.
Is your business correctly formed for investment? Cap table, equity, founder agreements, and clean ownership documentation.
You leave with: Structure confirmed. Cap table documented.
The shift from founder to CEO is an identity transition. Letting go of early-stage patterns and stepping into the leader the next stage requires.
You leave with: CEO identity anchored. Leadership style evolved.
Structure, sequence, and content. What goes in the data room as a signal of maturity. Use of funds with specific, milestone-based, defensible goals.
You leave with: Full pitch deck complete. Data room structured.
What needs to run without you. Systematizing the processes that consume founder energy. A business that depends on heroic effort is not investable.
You leave with: Two key processes delegated or automated.
If your impact and your profit are not the same mechanism, you will eventually be forced to choose. This session ensures they are one.
You leave with: Mission and revenue model are one mechanism.
How to narrate your financial model in plain language. What investors are really asking when they ask financial questions.
You leave with: Financial narrative written and spoken with confidence.
Revenue per customer, cost to acquire, lifetime value. Risk mitigation through diversification.
You leave with: Pricing strategy confirmed. Unit economics understood.
Choosing investors whose values align with your creative vision. How to maintain your Source authority once capital is in.
You leave with: Investor alignment criteria defined. Boundaries with capital clear.
Identifying the right investors for your stage, thesis, and geography. Building relationships before you need them.
You leave with: Top 20 investor list. Outreach strategy live.
Building the systems, processes, and team structures that allow your business to grow without breaking.
You leave with: Scaling roadmap with milestones and resource plan.
Anchoring legacy vision. What does this business look like in 10 years? What is the impact you want to leave?
You leave with: Legacy vision anchored. Long-term roadmap clear.
A program, a methodology, and a community — woven into one.
Begin Your Journey