Curriculum
What to expect?
The investment firm OS is made up of 7 learning modules, a community of peer founders & access to coaching all accessed from this academy platform
Founders who commit to the process can expect the following outcomes
We have created learning modules delivered by video in an order and rhythm that we recommend following as they appear below.
The curriculum has been constructed based on the topics we believe are most important to get you investor ready. We welcome feedback as we can only continually improve if we know what our members think.
Please have in mind that we have members starting their first firm all the way to those scaling up well established boutiques. Additionally, we enjoy catering to those operating private & public markets firms.
Given this, many of the topics we cover are mission critical for all firms & we know you’ll enjoy the content!
You can work your way through the video content at your own pace and each film has contents, recaps & summaries throughout.
All members are also eligible to join the weekly ‘live’ AMA webinars, we strongly recommend diving into these events where we will cover as many of your questions as possible week to week.
Talking of questions do also dive into our FAQ video available (here)
And finally, keep an eye on the library section of the academy where we constantly add materials relevant to your price plan.
Video Course
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Module 1 – STRATEGY
1 lesson- Finding & Narrating Your Edge
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Module 2 – GOVERNANCE
1 lesson- Money Management & Capital Stewardship
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Module 3 – MARKETING
1 lesson- The Attention Economy
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Module 4 – PRODUCT
1 lesson- The Journey to a Fund
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Module 5 – MARKETING: Part 2
1 lesson- Fundraising Materials LP Narrative Control
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Module 6 – OPERATIONS
1 lesson- Operational Excellence
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Module 7 – FUND-RAISING
2 lessons- Selling & Raising Capital
- Investment Firm OS – Investor Readiness Scorecard
