The Capital Strategy Framework
Sawyer Holt — The Investor
Every number stress-tested. Every allocation defended.
Prerequisite Required
This program requires Human Foundation Certification. Every expert on this board starts by understanding the person in front of them. That's not a soft skill. It's the foundation.
Begin Human Foundation Certification →The Story
“Your projections looked bulletproof until someone asked about the bear case. You froze. The board passed. Not because the opportunity was bad — because you could not defend the downside.”
The Advantage
Capital strategists who stress-test every number before presenting it get funded 2x more often and negotiate better terms.
What Changes
You will have a complete capital strategy toolkit — unit economics, bear case analysis, runway management, allocation frameworks, and exit planning — ready before anyone asks.
How It Works
Five structured lessons covering unit economics, bear case analysis, runway management, allocation frameworks, and exit strategy.
What You Will HAVE
- 1
A unit economics model that reveals your real numbers, not your hopeful ones
- 2
A bear case analysis you present before the investor asks for it
- 3
A runway management framework that tells you when to burn and when to preserve
- 4
An allocation framework that deploys capital like a portfolio, not a bet
- 5
An exit strategy built before you need it — so you have options, not desperation
This Is For You If...
Founders raising capital, CFOs managing allocation, and investors evaluating opportunities who need frameworks for capital decisions, not spreadsheet templates.
This Is NOT For You If...
People looking for financial modeling tutorials or Excel shortcuts. This is capital strategy — the thinking that happens before the spreadsheet.
Curriculum
5 lessons · 2.1 hours total
Unit Economics: Know Your Real Numbers
Free PreviewStrip your financial model down to the unit level. Calculate your true customer acquisition cost, lifetime value, and contribution margin — without the optimism bias.
25 min
The Bear Case: What Could Kill This Investment
Build the strongest possible argument against your own opportunity. Present it before the investor does — and demonstrate you have already addressed it.
25 min
Runway Management: When to Burn and When to Preserve
Build a dynamic runway model with trigger points that tell you exactly when to accelerate spending and when to cut — before you are forced to.
25 min
Allocation Frameworks: Deploy Capital Like a Portfolio
Apply portfolio theory to capital allocation. Diversify across time horizons, risk profiles, and return expectations — instead of betting everything on one outcome.
30 min
Exit Strategy: Build the Option Before You Need It
Design your exit options today — acquisition readiness, IPO prerequisites, or strategic positioning — so you choose your exit instead of accepting whatever arrives.
20 min
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Full access with Presence Pro at $297/mo · Individual program at $97/mo