LEAD Program — Limited Seats

Implement with Momentum.
Your Financials. Live. Monthly.

For CEOs who want their financials implemented, updated, and analyzed alongside the curriculum

Everything in BUILD, plus monthly dashboard updates with your real numbers, strategic financial planning sessions, quarterly check-ins, and discounted additional team seats — so your leadership team stays in control of your financials every month.

Apply Now → Compare to BUILD
Monthly
Dashboard Updates
5-Year
Rolling Forecast
1 Seat
+ Discounted Additional Seats
Limited
Seats Per Cohort
LEAD members — growth-stage companies with complex financial decisions
$5M–$50M RevenuePrivate Equity-BackedHi-Growth CompaniesIncreasing Financing Needs Founder-Led CompaniesPre-Exit Planning
The LEAD OS™ — Everything Included

LEAD builds on BUILD's foundation
and adds live implementation

You get everything in BUILD — curriculum, community, dashboard setup — plus the ongoing implementation layer that keeps your financials current and decision-ready every month.

01

BUILD Foundation

  • 1 seat — join one live cohort per year (4 cohorts offered annually)
  • State of the art CEO Financial Intelligence Dashboard — customized on Day 1
  • 65+ frameworks and decision tools
  • Community — C-suite leaders from 28 countries
  • Monthly masterclasses + quarterly workshops
  • 12-month rolling access to all materials and recordings
  • Annual model refresh
02

Implementation Layer

  • 1 seat — discounted additional team seats available (bring your CFO, COO, or VP Finance)
  • Monthly dashboard updated with your real actuals
  • API connection option — model connected directly to your data; zero manual lift
  • Strategic financial planning — live models, Q&A
  • Quarterly check-ins and in-person event opportunities
03

Community & Support

  • Strategic financial planning — numbers-driven, live Q&A
  • Community Q&A with Oana on financial decisions — answered async
  • Monthly masterclasses + quarterly workshops open to all members
  • Limited seats per cohort — application required
Your Monthly Rhythm

What happens every single month
when you're in LEAD

01
Dashboard Updated
Your actuals are integrated. Your CEO Financial Intelligence Dashboard is current. Your 5-year forecast is refreshed.
02
CEO Program
Join one of the 4 annual live cohorts and access all materials and recordings throughout the year.
03
Community Masterclass
Live group session with Oana + expert guests on a rotating financial intelligence topic.
04
Decision Support
Decision support through monthly group reviews and community Q&A for any strategic decision that needs financial input.
Included in your Academy membership
CEO Financial Intelligence Dashboard

Built on your numbers. Live from Day 1. Every metric that matters — capital, cash flow, financial health, and enterprise value — in one integrated view.

◈ 16-in-1 integrated model
◈ Income · Balance Sheet · Cash Flow
◈ 5-year rolling forecast
◈ Enterprise value tracking
◈ Financial health scoring
◈ Built for your company
Member Results

CEOs who went deeper with the Academy

★★★★★
My CFO and I did this together and found tremendous value going through the program side by side. There was more depth here — with advanced tools we could directly apply to our business. You won't regret your time in this program.
Troy Kent
President, Kent Power · 650 employees, 6 US states
★★★★★
Going beyond the P&L and thinking about the company holistically — risk, capital allocation, free cash flow. That shift has been a big change at our leadership table. These are the things you should be doing that are going to create massive value in your company.
Scott Gerhardt
CFO, Kent Power
★★★★★
This is not an accounting course. It is strategic finance for real-world business. The value of the tools and content we got is outstanding.
Jonathan Milner
CEO, AIRE Global
Investment

LEAD Program Pricing

Limited seats per cohort. Application required.

Most Popular
LEAD — Implement with Momentum
$833/month
Billed annually · $9,997/year
Everything in BUILD, plus:
  • 1 seat + discounted additional team seats — bring your CFO, COO, or VP Finance
  • Monthly dashboard updates with your real company actuals
  • API connection option — model connects directly to your data, zero manual lift
  • Strategic financial planning — live models, Q&A
  • Quarterly check-ins and in-person event opportunities
Included BUILD Foundation:
  • 1 seat — join one live cohort per year (4 offered annually)
  • State of the art CEO Financial Intelligence Dashboard — customized on Day 1
  • Community — leaders from 28 countries across 24 industries
  • Monthly masterclasses + quarterly workshops
  • Annual model refresh
Apply Now →
Considering institutional-grade Power BI reporting and strategic financial planning sessions? See COMMAND →
Value Comparison

LEAD costs a fraction of what it replaces

Fractional CFOs, advisory retainers, and financial consultants cost multiples of what LEAD delivers — without the curriculum, community, or institutional-grade infrastructure.

Fractional CFO Only

Typical Fractional CFO

$60K–$180K/yr
  • Delivers reports — not visibility
  • You read the output, not the story
  • No financial intelligence built for you as a CEO
  • No platform, no community, no curriculum
  • No infrastructure you own
  • Knowledge walks out when they do
  • Most give you a spreadsheet — not a system
Advisory Retainer

Strategic Advisory

$24K–$96K/yr
  • Strategic guidance sessions
  • Business analysis on request
  • Ad-hoc financial input
  • No live curriculum or education
  • No implementation infrastructure
  • No community or peer network
  • Generalized, not CEO-specific
Financial Intelligence Academy

LEAD Program

$833/month
Billed annually · $9,997/year
  • Monthly dashboard updated with your actuals
  • Strategic financial planning — live Q&A on your numbers
  • Full curriculum — 6-week live program, 18hrs content, 4×/year
  • Global community — C-suite leaders from 28 countries
  • 1 seat + discounted additional team seats — bring your CFO, COO, or VP Finance alongside you
  • CEO Financial Intelligence Dashboard stays with your company
Questions

Frequently Asked Questions

How is LEAD different from just hiring a fractional CFO?
A fractional CFO delivers reports. LEAD delivers so much more. You get live reporting, forecasting, and planning for real-time visibility, foresight, and financial intelligence. It's real-time decision-making infrastructure you control because the CEO Financial Intelligence Dashboard stays with your company. A fractional CFO costs $60,000–$180,000/year and leaves with their knowledge when the contract ends. LEAD costs $9,997/year, you build the financial intelligence yourself, and your infrastructure is always live and updated with your real numbers every month.
Are seats really limited?
Yes. The quality of the monthly dashboard updates and the group review clinic requires that LEAD cohorts remain small. Each cohort has a maximum number of LEAD seats. Once they're filled, the next available entry point is the following cohort launch — 4 times per year. We recommend applying early.
Can I upgrade from BUILD to LEAD?
Yes. If you're currently in BUILD and want to add the live implementation layer, you can apply to upgrade at any cohort cycle. Your BUILD investment is credited toward LEAD, and you begin receiving monthly updates and analysis in your next billing cycle.
What's required from me each month?
You provide access to your trial balance on a monthly basis and your state-of-the-art dashboard gets updated in real time for accurate reporting, forecasting, scenario planning, analysis and strategic decision making every single month.
Ready for LEAD?

Your financials. Live.
Every single month.

Limited seats. Application required.

Apply Now →
Need institutional-grade infrastructure? See COMMAND →