Academy details Curriculum

Essential Course

Essential is the core Academy product. It is designed to be complete and valuable on a standalone basis & provide you the essential knowledge needed to start your own Firm.

Included in Essential:

  • 7 video modules
  • Template Library
  • Vetted Service provider data
  • Community access
  • Weekly group AMA office hours
  • Completion certificate

Video Modules

7 video modules

Community access

Global co-working access (Partner Network)

Completion Certificate

Completion certificate is issued upon completion of all deliverables

Video Course

  1. Module 1 – STRATEGY

    1 lesson
    1. Finding & Narrating Your Edge

  2. Module 2 – GOVERNANCE

    1 lesson
    1. Money Management & Capital Stewardship

  3. Module 3 – MARKETING

    1 lesson
    1. The Attention Economy

  4. Module 4 – PRODUCT

    1 lesson
    1. The Journey to a Fund

  5. Module 5 – MARKETING: Part 2

    1 lesson
    1. Fundraising Materials LP Narrative Control

  6. Module 6 – OPERATIONS

    1 lesson
    1. Operational Excellence

  7. Module 7 – FUND-RAISING

    2 lessons
    1. Selling & Raising Capital
    2. Investment Firm OS – Investor Readiness Scorecard