The full curriculum,
module by module.
What each module covers, the lessons inside it, and what you walk away holding. Written for executives who already know how to operate and are learning how to own.
From Executive to Founder
Unlearn the corporate finance instincts that do not transfer to a business you own.
You spent years operating inside financial systems built for scale, with a balance sheet that was never yours. A good deal of what made you effective there does not carry over, and this module works through the difference before it costs you money.
You begin with what corporate finance taught you that does not apply anymore, separating the instincts worth keeping from the ones that only function at size. From there you move to the emotional reality of founder finances, the subject financial training rarely addresses: what happens to your judgment when the capital at risk is your own and the runway belongs to your household. The module closes on redefining what financial success means in years one and two, replacing the metrics you were measured on in the corporate role with the ones that govern a business you own.
By the end you will have an account of which financial habits to carry forward and which to set down, a realistic view of how personal exposure affects your decisions, and your own working definition of a successful first two years.
The outcome is the reset the rest of the course builds on. You will make the early financial decisions on terms that fit an owner rather than an operator inside someone else's system.
Building Financial Projections
Build a defensible 24-month financial model when you have no operating history.
You have read financial statements for years. Building projections for a business with no history is a different exercise, and this module works through it directly.
You begin by turning your startup plan into a 24-month roadmap, converting intent into dated assumptions you can revisit as reality arrives. Next you work on estimating revenue with limited data, building a number that rests on stated reasoning rather than false precision. The module closes on the figure most first-time owners leave off the page: your own. You map founder salary against burn rate and personal runway, so the household side of the decision sits next to the business side.
By the end you will have a working 24-month model, a revenue estimate with its logic written down, and a runway figure for both the business and yourself. The module worksheets carry the work forward, including a 24-Month Financial Roadmap, a limited-data revenue estimator, and a founder salary, burn, and runway calculator.
The outcome is a model you can put in front of a lender, an advisor, or your spouse and defend line by line, and an honest answer to the question underneath the whole venture: how long can this run before it has to work?
Cash Mastery & Runway Management
Build a 13-week cash view and know exactly how long the business can operate.
Profit and cash are different things, and the gap between them closes businesses that look healthy on paper. This module treats cash as the binding constraint it is.
You start with why profitable startups still run out of cash, working through the timing mismatches between revenue earned and money received. From there you build a 13-week cash view you actually use, a rolling forecast short enough to stay accurate and long enough to give you warning. The final lesson covers extending the runway without starving the business, separating the cuts that buy time from the cuts that remove your ability to earn.
By the end you will have a maintained 13-week cash view, a documented set of levers that extend runway, and the ability to explain why a profitable month can still end short.
The module worksheets support the ongoing work rather than a one-time exercise.
The outcome is operational rather than theoretical. You will know your cash position without opening the accounting software, you will see a shortfall while there is still time to act on it, and you will be able to state your runway as a number you trust when an advisor, a lender, or your own household asks.
Pricing Strategy Development
Set a first price with no track record, defend it, and know when to raise it.
Pricing is the highest-leverage decision in the early business and the one most first-time owners set by looking sideways at competitors. This module builds it from your own offer instead.
You begin by choosing a pricing model that fits your first offers, matching structure to how you actually deliver value. Then you work through setting a first price when you have no track record, the situation nearly every new owner faces and few frameworks address. The third lesson covers handling price conversations without sounding unsure, since a price only holds if you can say it plainly. The module closes on when and how to raise prices in years one and two, including how to move existing customers without losing them.
By the end you will have a pricing model chosen for stated reasons, a first price you can articulate, a way to handle the price conversation, and a trigger for your first increase.
The module worksheets carry four supporting tools through the decisions.
The outcome is a price you can hold under pressure, tied to the value you deliver and the economics the business needs. You will be able to state it plainly, explain the reasoning behind it, and raise it when the business has earned the increase.
Bootstrap Funding Sources
Fund growth without giving up ownership or waiting on outside investors.
Bootstrapped ownership means the funding question never disappears, it just gets answered differently. This module covers the full set of options available to an owner who intends to keep control.
You start by designing the business to self-fund, structuring the model so operations generate the capital growth requires. Then you work through using your customers as your first investors, covering deposits, prepayments, and terms that put money in ahead of delivery. The module covers leveraging credit lines and revenue-based funding, weighing what each costs in obligation and flexibility. From there you move to sequencing funding moves over your first 24 months, since the order matters as much as the sources. The final lesson builds a simple capital plan your spouse and advisors can support, which is the document that turns a private intention into something the people around you can back.
By the end you will have a sequenced 24-month funding plan, a working understanding of which instruments fit your model, and a capital plan written for the people whose support you need.
Five module worksheets carry the work.
The outcome is a business funded on terms you set, with the ownership intact and the household informed rather than surprised.
Sales Strategy & Execution
Run a founder-led sales process with a pipeline you can forecast.
In a bootstrapped business the owner sells. This module builds the process that makes founder-led selling repeatable instead of dependent on the weeks you happen to feel like doing it.
You begin by identifying the two sales motions you are probably running, since most owners operate both without separating them. From there you work through the discovery conversation, then proposal, price, and objection handling. The module then covers building your sales process, converting individual wins into a documented sequence. You move on to pipeline, forecasting, and one dashboard, so you can see what is coming rather than reacting to what closed. The final lesson covers prospecting without becoming a cold caller, addressing the activity most executives resist.
By the end you will have your motions separated and named, a discovery conversation you can run without a script, a proposal and objection approach that holds under price pressure, a documented process, and a single dashboard you check.
The outcome is a sales function that produces a forecast rather than a surprise. You will know what is in the pipeline, what is likely to close, and what activity today produces revenue in ninety days.
Marketing for Bootstrappers
Generate demand on a constrained budget, through channels you own.
Marketing without a budget is a different discipline from marketing with one. This module covers the channels a bootstrapped owner can run without a team or a media spend.
You start with marketing strategy fundamentals, establishing positioning and audience before tactics. From there you work through content marketing and search engine optimization, then social media strategy and community building. The module covers email marketing and automation, the channel you own outright and the one that converts, followed by strategic partnerships and referral programs for reaching audiences other people have already built. The final lesson covers AI tools for marketing production, addressing how to produce at volume without hiring for it.
By the end you will have a positioning statement, a channel plan matched to your capacity rather than an ideal budget, an email engine running, and a production workflow you can maintain alongside the rest of the business.
The outcome is demand generation that does not depend on paid scale. You will own the audience relationship rather than renting attention, and you will have a repeatable production process rather than a burst of activity that stops the first week the business gets busy.
Startup Team Building & Leadership Development
Hire, pay, and manage a team the business can actually afford.
You have managed people before. Building a team from nothing, with your own money, on a payroll that has to clear every month, is a different problem. This module works through it in the order it arrives.
You begin with when and whom to hire first, then apply the affordability test to see whether the business can carry the role. From there you cover recruiting talent when you cannot outspend, building and sustaining startup culture, and managing and developing small teams. The module then addresses designing compensation that wins without breaking the bank, followed by the owner's posture shift, the change in how you show up once the business is yours. The final lesson covers managing a distributed team.
By the end you will have a first-hire decision you can justify on numbers, an affordability test applied to your own payroll, a compensation approach fitted to a bootstrapped business, and a management rhythm that holds as the team grows.
The outcome is a team the business can afford and an owner who has moved from doing the work to running the operation, with the culture and compensation decisions documented rather than improvised under pressure.
Growth Strategy & Scaling
Choose which growth to pursue, and scale without breaking your economics.
Growth is not automatically good. Bootstrapped businesses fail from growth they could not fund as often as from a lack of demand. This module is about choosing which growth to pursue and building the capacity to carry it.
You begin with growth strategy frameworks, then move to capital-efficient scaling strategies that expand output without proportional cash consumption. From there the module covers market expansion and geographic growth, and product line extension and portfolio strategy, the two directions most owners consider and rarely evaluate side by side. You then work on building scalable systems and infrastructure so the operation runs on process rather than founder attention, followed by performance management and optimization to keep the economics visible as volume rises. The module closes with strategic partnerships and channel partnerships, covering growth through other people's reach.
By the end you will have a growth direction chosen against your own constraints, an infrastructure plan that supports it, and a performance framework that shows you when growth is working.
The module worksheets carry the analysis.
The outcome is a growth plan your economics can actually carry, with the discipline to decline the opportunities that would consume more than they return.
Lean Product & Service Development
Validate the offer before you build it, then take it to market.
The costliest early mistake is building something well that nobody wanted. This module is organized around learning before committing.
You begin with build to learn rather than to launch, then map your model on one page with the business model canvas. From there you choose your revenue model and map the customer journey. The build sequence covers minimum viable product scoping, rapid prototyping and user testing, feedback loops that compound, and iterative development cycles. You then work through roadmapping the lean way and quality management for startups. The module moves to product-market fit assessment, then go-to-market planning and executing rapid entry, and closes on what it takes to be a great product manager as a founder.
By the end you will have your model on a single page, a revenue model chosen deliberately, a scoped MVP, a working feedback loop, an assessment of where you stand against product-market fit, and a go-to-market plan.
The outcome is an offer validated by customer evidence rather than internal conviction, and a development rhythm that keeps you close to the people paying. You will know what to build next because customers told you, not because it was on a roadmap written before launch.
The Founder's Operating System
Every module on this page, with the worksheets that turn each one into a playbook you keep. Work through it on your own schedule.