For the people who run the finance function, do the deals, and sign their name to the numbers.
At a Fortune-100 the finance function lives across a dozen siloed teams. At a mid-cap it all sits on one desk — yours. These are the references written from that desk: the close and the capital, the deal, the cross-border reporting, the AI you'll have to defend to your board and your regulator, and the capital-allocation framework underneath all of it. Each ships with a live Excel workbook.
Close calendars, three-statement modeling at PE depth, working capital, covenants, FP&A cadence, treasury, audit prep — and the people-side topics textbooks skip.
Whether you're in a fund or running tuck-ins from a portco, the end-to-end deal reference — valuation governance, IC process, operating cadence, exit — with 9 deal models.
Move between the two reporting systems in plain practitioner English — 25 difference topics with worked examples and journal entries, not 1,500 pages of tomes.
The owner-mindset capital-allocation framework behind the Outsiders — buybacks, concentration, intrinsic value — for the CFO deciding where the next dollar goes.
Equip every client engagement with the same free tools, under your name. Co-brand the calculators and hand clients a standard your firm stands behind.
Co-brand the tools with your name →