Who This Helps
You're a founder operator who needs to make faster decisions with compact evidence. You're tired of spending hours updating board decks every week. The Board Finance & Runway Narrative course is built for you—it helps you automate reporting so you can focus on what matters: running the business.
Mini Case
Meet Viktor. He's a founder operator at a SaaS startup with 12 months of runway. Every Monday, he spent 3 hours manually pulling metrics and rewriting his board memo. After applying the Runway Trigger Tree mission from the course, he set up automated alerts for key signals. Now his AI assistant drafts the memo in 7 minutes. He saved 12% of his week and never misses a trigger.
Do This Now (5 Steps)
- Pick your single board signal. From the Board Signal Alignment mission, choose one metric that matters most this cycle—like monthly burn or net dollar retention.
- Set up a simple data pull. Connect your finance tool to a spreadsheet or dashboard. Automate the export so you don't copy-paste.
- Define your runway triggers. Use the Runway Trigger Tree to list 3-5 conditions that change your plan—like "cash below 6 months" or "churn above 5%."
- Let AI draft your narrative. Feed your data into a tool like ChatGPT or Claude. Ask it to write a one-page board memo using your triggers and assumptions. Review and tweak in 10 minutes.
- Schedule a weekly review. Every Friday, check your triggers. If nothing changed, your memo stays fresh. If something did, update your scenario envelope.
Avoid These Traps
- Don't automate everything. Keep manual checks on your top 2 assumptions. AI can miss nuance.
- Don't use vague triggers. "Revenue is low" is useless. Use specific numbers like "ARR below $1.2M."
- Don't skip the scenario envelope. Without explicit assumptions, your board memo is just a guess.
- Don't overcomplicate. Start with one signal and one trigger. Add more next month.
- Don't forget to review AI output. Always verify numbers before sending to your board.
Your Win by Friday
By Friday, you'll have a board-ready finance memo that updates itself. You'll know your runway triggers, your capital allocation tradeoff, and your hiring pace guardrails. No more manual updates. No more stale context. Just faster, smarter decisions—and maybe an extra hour for coffee.