How to Build a Funding Strategy That Maximizes Startup Value

Smart founders build a bottoms-up funding strategy that levels the playing field with seasoned investors. Learn how a funding strategy reduces uncertainty and risk, accelerates fundraising, and dramatically increases founder payouts by 3x or more.

Approx. 4 hours, 140 slides

Building A Funding Strategy:

Too many founders rush into investor pitches without a clear strategy, making irreversible valuation, tax and fundraising mistakes. Diving right into a pitch deck is alluring and fun, but failing to understand the right funding approach, sources, vehicles and targets leads to higher stress, increased risk, and -- most importantly -- greatly reduced founder payouts. 

Discover the right way to fund your startup by first determining how much to raise, when to raise, from where, what type of funds, and from whom. We'll cover how to maximize valuations, improve fundraising terms, and minimize founder dilution by strategically identifying and leveraging your startup’s inflection points. You will also learn nuances of convertible notes, SAFEs, preferred stock sales and how they affect founder ownership.


Get It In A Package

Building a successful startup requires many skills. Our training packages bundle multiple topics into a single purchase to provide introductory, core or advanced training.


Standalone Purchase

Founders who don't need breadth and only want a deep dive into Funding Strategies can buy this course à la carte and receive full access to all topics below.


Course Topics Covered in Each Package


1.75 hours
Everything in Starter, plus:

Funding Approach

  • Inflection points: product, sales & marketing, business development & intellectual property
  • Inflection point time and cost
  • Bottoms-up estimates feed the financial model
  • Illustrating inflection points

Funding Vehicles

  • Valuation & stakeholder ownership
  • Common & preferred stock
  • Convertible notes and SAFEs
  • How convertible instruments convert to stock


  • Inflection point worksheet


4 hours
Everything in Pro, plus:

Funding Approach

  • Bottoms-up financial modeling
  • How high-level inflection points drive smart fundraising

Funding Sources

  • Non-professional sources
  • Pro/semi-pro sources: angels, VCs, ...

Funding Vehicles

  • Pre-money vs. post-money SAFEs
  • Common stock fundraising
  • Friends and family vehicles
  • Grants

Funding Targets

  • Investor alignment & value add
  • Evaluating investor fit


  • Inflection point Gantt chart
  • Investor fit worksheet

Startup Resources for Every Budget

Want to learn more about our Training Packages? Click here for all the details.



Lifetime Access

Affordable content to
Launch your Startup
  • 16 hours of Startup Training
  • Focused on core fundamentals:
    Funding Strategy Intro; Getting to MVP Intro; Idea Validation Intro; Fundraising from Founders, Friends & Family; Startup Equity; Startup Tax Mistakes; Pitch Deck Storytelling
  • Exclusive bonus content & access to all future classes
  • 1 Group Coaching session per quarter*
  • Starter & Intermediate Tools
  • Optional: 2 Individual Coaching Sessions*



Lifetime Access

High-value content
for Intelligent Fundraising
  • 40 hours of Startup Training
  • Focused on advanced topics:
    Adv. Funding Strategy; Adv. MVP; Adv. Idea Validation; How to Sell & Fundraise; How to Model Startup Financials; Crowdfunding; Talent Strategy; Pitch Deck De-Risking
  • Exclusive bonus content & access to all future classes
  • 2 Group Coaching sessions per quarter*
  • All Pro & Advanced Tools
  • Optional: 6 Individual Coaching Sessions*

Just want this standalone funding strategy course? 

Get access to the full course and tools for just $597.