Strategy Session + 90-Day Roadmap

Stacey's private hour
Your 90-day plan.

A private 1:1 with Stacey, followed by a written 90-day capital roadmap built for your specific raise.
Strategic counsel from the operator who has placed $25M+ across 35+ deals — and the written plan that turns the hour into ninety days of moves.

What This Is

The full intensive. One private hour with Stacey.

The Vault hands you the documents. The Review sharpens your materials. The Strategy Session is where Stacey sits with you, looks at your actual raise, and builds the ninety-day plan that turns intention into closed capital.

You arrive with the situation you're actually in: the deal, the capital target, the relationships, the gaps. Stacey works through it with you live. Seven days later, a written 90-day roadmap lands in your inbox — the plan she would run if it were her raise.

Inside The Session

What happens in the hour.

The session runs as long as the work requires — not capped, not rushed. Stacey clears the time, you bring the raise, and the four blocks below get worked through together.

  • Block No. 01
    Where the raise actually is
    You walk Stacey through the deal, the capital target, the conversations in motion, and what's stuck. She asks the questions other people don't.
  • Block No. 02
    The gaps
    Where the raise is leaking. Wrong capital target, wrong language, wrong order of moves, wrong room. The places losing you investors before you knew it was happening.
  • Block No. 03
    The plan
    The ninety-day sequence of moves Stacey would run if it were her raise. Capital sources to pursue, capital sources to release, what to send, who to call, in what order.
  • Block No. 04
    The first seven days
    What you do the moment the session ends. Specific moves, specific contacts, specific drafts. The hour ends with the next seven days mapped.
The 90-Day Roadmap

A written plan, delivered in seven days.

Within seven days of the session, Stacey delivers a custom written ninety-day roadmap built specifically for your raise. Not a template. Not a generic framework. The plan she designed for you, in writing, yours to execute against.

Component 01
The Ninety-Day Calendar
Week by week, the moves Stacey wants you running. The first thirty days are the most specific — calls to schedule, drafts to send, materials to refine.
Component 02
The Capital Target List
The specific types of capital partners she'd pursue for your deal — private money partners, lenders, family offices, institutional — with notes on how to approach each.
Component 03
The Positioning Notes
Edits to your pitch, your intro, and your "about" so the deal reads the way it needs to for the capital you're pursuing. Language that fits the audience.
Component 04
The Risk Flags
The places Stacey sees the raise breaking. Capital partner red flags, deal structure issues, timing risks. What to watch for over the ninety days.
Who The Session Is For

The operator with a real raise in motion.

The Operator Mid-Raise
"You have a specific deal. You have conversations in motion. Some are moving, most are stuck. You need someone who has done this thirty-five times to look at your situation and tell you what to actually do next."
The Capital Partner Building a Book
"You're positioning yourself to allocate or syndicate. You want the next ninety days mapped so you stop guessing what move comes next and who to put in front of which deal."
The Operator Launching a Fund
"You're moving from one-deal raises to a fund structure. You need the strategy, the capital target list, and the ninety-day plan to actually get the first commitments in writing."
The Process

Four steps. One private hour. Ninety days mapped.

i.
Secure The Session
Payment + intake form emailed instantly. The intake tells Stacey where the raise is so the session opens at full speed.
ii.
Schedule The Hour
You pick a slot from Stacey's calendar. Sessions run within ten business days of booking. Private 1:1 by video.
iii.
The Session
The four blocks — current state, gaps, plan, first seven days. As long as the work requires.
iv.
Receive The Roadmap
Within seven days of the session, the written 90-day roadmap lands in your inbox. Yours to execute against for the next quarter.
Reserve My Session

One hour. One plan. Your next ninety days.

Founder Pricing
$1,997 locks for the first four sessions. After that, the rate moves to $2,497.
$1,997 Session + Roadmap  ·  7-Day Delivery
GHL Session checkout embeds here

Intake form sent immediately after payment. Session scheduled within ten business days of booking. Written 90-day roadmap delivered within seven days of the session.

Not ready yet?
Start at the rung that fits where you are.
Step 01 Get the Vault Step 02 Raise-Ready Review
Note. The Strategy Session and 90-Day Roadmap are strategic counsel on capital-raising approach and materials. They are not legal, financial, accounting, or investment advice. Consult a licensed attorney, CPA, and registered investment advisor in your state for any decision involving regulated documents or solicitation of capital.