01
Know Your Numbers
Have a rough sense of your current ARR or revenue, burn rate, and runway. You don't need a spreadsheet — just a ballpark.
02
Define Your #1 Goal
What would a successful outcome look like in the next 12 months? Fundraise, exit, profitability, or operational efficiency?
03
Identify Your Biggest Obstacle
What's the single financial or strategic challenge that's most holding your business back right now?
04
Come Curious, Not Prepared
This is a candid conversation, not a pitch. No deck needed. Just show up ready to talk openly about your business.