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Go from curious to confidently writing your first (or next) angel/LP check, with a documented strategy you can reuse across real deals.

General Partner of The Council Fund

Apple

Snap Inc.

Eli Lilly and Company

Cruise

Amber Illig

Operations leader, angel investor, VC fund manager

Partner of The Council Fund

Komodo Health

Rachel Tsui

Healthcare & customer success leader, angel investor, VC partner

Spring Cohort

Most tech leaders want to angel invest. Very few know how to start and build a repeatable strategy.After 80+ early-stage investments, we organized our internal frameworks, decision models, and templates into a practical investing playbook for our private operator community and are making them public here on Maven.

Go from curious to a confident investor with a clear alternative investing plan

Clarity and confidence in decision-making

A complete, end-to-end investing strategy

Real-world tools you can reuse. You'll walk away with:

Access to lived experience from our experts, not just advice 

We're operators focused on investing from an operator POV. Your experience leading functions within top organizations is key.

Leaders with 5–10+ years of experience

Whether you've completed 0 or 10+ deals, our playbook will help you level up.

Aspiring & Current Alternative Early-Stage Investors

This course is most actionable for accredited investors who want to immediately apply an operator-led investing approach.

Investing Readiness (Accredited or Preparing)

Tech professionals who want to make their first angel or LP investment but don’t want to rely on gut feel or hype

Builders - operators, c-suite executives, &amp; tech professionals - who want to be a value-add investor and not just a check

Professionals looking to expand their networks &amp; influence through strategic investing, with a clear framework behind every decision

🔥 Being a full-time CFO isn't for everyone. But being in charge of your high-performing advisory biz is. Learn how to do it successfully.

FP&A Advisor, Microsoft MVP, Professor

Carl Seidman, CPA

Principal, Seidman Financial

CAS Expert, Keynote Speaker, Author

Amy Vetter, CPA

CEO of the B3 Method Institute

Cohort 12 (January 2026)

Cohort 13 (May 2026)

You don't want to wait for opportunities to come to you— you want to create your own. You want to elevate yourself into a position of financial leadership. Or maybe you want to take the leap and start your own Fractional CFO, FP&amp;A, or advisory business.There are more than 35 million small and midsized companies in North America in need of financial leadership. Many grow through grit without a financial guide on their team. But they will never get to the next level without the help of someone like you.In this discussion- and content-rich program, you'll learn the many dimensions of this complex yet remarkably rewarding profession. Led by 2 finance/accounting experts, with more than 40 years of combined experience, you won't see yourself as a practitioner competing with others. You'll explore your unique strengths that differentiate what you do from others in the market. And you do so within the privacy and support of a like-minded peer group.You'll position your CAS or CFO services to command premium rates and deliver invaluable services to clients who need you most. This program will support you in your journey and accelerate your advancement, building the practice you envision.

Build the advisory business you've dreamed of running, not the one that runs you

Gain total clarity on the advisory practice you want to build

Confidently position yourself as the go-to expert in your space

Structure advisory engagements thoughtfully for scale while limiting scope creep

Scope work in phases so projects stay profitable and controlled

Market and brand yourself to attract right-fit clients consistently

You're a professional with a background in finance, accounting, consulting, Controlling, FP&amp;A, investing, or the Office of the CFO.

You're an emerging leader pursuing mid/senior level positions in your company or wanting to take the leap into fractional CFO or FP&amp;A work.

You're a challenger who wants to grow with real-life business cases and companies and learning that continues after the program ends.

AI Fundamentals

Apply AI in your role

Career Development

AI Fundamentals

Career development

Craft

AI Fundamentals

Career development

Craft

AI Fundamentals

Career development

Craft

AI Fundamentals

Craft

AI Fundamentals

Leadership fundamentals

AI Fundamentals

Leadership fundamentals

By Role

Finance

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