Start-Up & Early-Stage Financial Architect™ (members)

Full Course Program

Full Course Program for subscribed members and includes Lifetime Access to the Financial Architect System™ Course for as long as the paid membership remains active.

This course is meticulously designed for start-up and early-stage companies seeking seed or development capital. It caters to the serious entrepreneur with an existing foundation in business and finance. The course has two primary objectives. First, it aims to develop a comprehensive understanding of U.S. financial institutions, capital markets, and securities laws, rules, and regulations. Second, it seeks to equip entrepreneurs with a broad knowledge base and fundamental skills necessary to raise substantial capital while preserving their company's common equity, avoiding the pitfalls of early and undervalued equity dilution. This program provides an authoritative and academically rigorous foundation, essential for any entrepreneur striving to succeed in the competitive landscape of early-stage business finance.

Start-Up & Early-Stage Course Curriculum

17 Chapters

  1. 1
    • Welcome to the Start-Up & Early-Stage Financial Architect System™ Course (Executive Members)

    • Audio: Financial Architect System™ Introductory Message

    • Video: FAS Course Intro – Founder & CEO

    • Video: FAS Lecture Series AI Introduction

    • Book: Table of Contents

  2. 2
    • Factoid

    • Video: Chapter 1 Introduction

    • Audiobook: Case Studies

    • Book: Case Studies & Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Definitions, The Language of Wall Street

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Raising Capital, Legally (Summary)

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Raising Capital, Effectively (Summary)

    • Audiobook: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Factoid

    • Quiz: Chapter 1

  3. 3
    • Video: Chapter 2 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - The Players

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 2

  4. 4
    • Video: Chapter 3 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Why Entrepreneurs Fail

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 3

  5. 5
    • Video: Chapter 4 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - The Perfect Storm

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 4

  6. 6
    • Video: Chapter 5 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Capitalizing on the Winds of Change

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Legal Perspective

    • Factoid

    • Quiz: Chapter 5

  7. 7
    • Video: Chapter 6 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Venture Capital & Company Stages

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Capital Sources

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 6

  8. 8
    • Video: Chapter 7 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Integrate Hybrid Securities

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Create a Finance Department

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 7

  9. 9
    • Video: Chapter 8 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Structure & Governance

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Fiduciary Duty

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 8

  10. 10
    • Video: Chapter 9 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Costs of Capital

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Discounting Securities and Selling Board Seats

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Deal Structures for Operating Companies

    • Audiobook: Lesson 4

    • Book: Lesson 4 - The Two Most Popular Deal Structures for Start-Ups

    • Audiobook: Lesson 5

    • Book: Lesson 5 - Deal Structures for FUNDS/REITs

    • Audiobook: Lesson 6

    • Book: Lesson 6 - Legal Perspective

    • Factoid

    • Quiz: Chapter 9

  11. 11
    • Video: Chapter 10 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Company Valuation

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Securities Pricing

    • Factoid

    • Quiz: Chapter 10

  12. 12
    • Video: Chapter 11 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Operational Risk Mitigation

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Financial Risk Mitigation

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Litigation & Regulatory Risk Mitigation

    • Audiobook: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Factoid

    • Quiz: Chapter 11

  13. 13
    • Video: Chapter 12 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Research

    • Audiobook: Lesson 2

    • Book: Lesson 2 - The R&D of Capital

    • Factoid

    • Quiz: Chapter 12

  14. 14
    • Video: Chapter 13 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Making Structural Changes

    • Factoid

    • Quiz: Chapter 13

  15. 15
    • Video: Chapter 14 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Securities-Offering-Document Production

    • Factoid

    • Quiz: Chapter 14

  16. 16
    • Video: Chapter 15 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - U.S. Securities Laws

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Exemptions from Securities Registration

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Securities Offerings

    • Audiobook: Lesson 4

    • Book: Lesson 4 - Legal Perspective

    • Factoid

    • Quiz: Chapter 15

  17. 17
    • Video: Chapter 16 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Regulated Crowdfunding (Part I)

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Regulated Crowdfunding (Part II)

    • Audiobook: Lesson 3

    • Book: Lesson 3 - Legal Perspective

    • Factoid

    • Quiz: Chapter 16

  18. 18
    • Video: Chapter 17 Introduction

    • Audiobook: Lesson 1

    • Book: Lesson 1 - Selling Private Placements

    • Audiobook: Lesson 2

    • Book: Lesson 2 - Getting the Message Through

    • Audiobook: Lesson 3

    • Book: Lesson 3 - SNAPS & Elevator Pitches

    • Audiobook: Lesson 4

    • Book: Lesson 4 - The Motherlode of Money

    • Audiobook: Lesson 5

    • Book: Lesson 5 - Legal Perspective

    • Book: About the Authors

    • Factoid

    • Quiz: Chapter 17

  19. 19
    • Audio: Course Completion Message

Executive Members

Once an Executive Member has successfully graduated the Start-Up & Early-Stage Financial Architect System™ Course, you will enter the full Corporate Engineering Conservatory™ and unlock access to all the tools and resources you need to now put this course to valuable use in accessing the capital your company needs. Executive Members retain Lifetime Access to all course materials, as long as the membership remains active.

The below button can be selected at any time to return to the Executive Member Home Page.