Education ROI
Skill upgrade compounds in your CFO seat. Every memo, model, and analysis gets faster.
~$5K recouped vs your hourly rate in 6-8 weeks
‹ All roles
creative evolution ꩜
Finance executive
Built for the CFO / PE operator seat.
"I see the value, but I need a use case to justify the spend."
Three concurrent ROI angles most students don't have. You upgrade your own fluency, you build AI-powered products for your portfolio, and you can productize the methodology itself.
The math
Three ROI angles, one course.
Product ROI
Revenue first: pricing optimization, churn modeling, customer-facing AI features. Ops second: AI-augmented FP&A, faster diligence on acquisition targets.
One revenue lever covers year one
Concept-launch ROI
Productize and sell finance + business concepts to CFO peers and PE deal teams using the same delivery model.
Sell at $5K/seat with the playbook you just learned
What you'd build
Concrete scenarios for your seat.
AI-driven pricing optimizer
For your existing portfolio companies
Lead scoring + outbound at scale
Personalized B2B sales motion
Churn prediction model
Retention as a top-line lever
AI-augmented FP&A copilot
Faster modeling and analysis
Acquisition diligence agent
Read deal docs in minutes, not days
Productized finance offering
Sellable to CFOs in your network
creative evolution ꩜
Pick your format. Start shipping.
Remote ($5,000, 4 hours live with Jake). In-person ($10,000, 8 hours plus a real project shipped). Custom (let's talk).