Transaction economics
The margin on every transaction after partner fees, processing costs and loss reserves.
Fintech playbook
An acceleration playbook for your fintech startup, not generic business advice.
Your goal, roadmap and coaching adapt to the intersection of finance and technology: regulatory paths, transaction economics, trust and security.
How your AI coach reads the business
Your fintech model, built for scale and security.
When you tell your AI coach you run a fintech business, it analyzes your numbers through a transaction and risk lens, not just a standard SaaS model.
Regulatory runway
Tracking the capital and time needed to secure necessary licenses or partner approvals.
Trust and security
Monitoring the investment in compliance, security and fraud prevention as you scale.
Customer payback
The time it takes for a new user to become profitable after acquisition and onboarding costs.
YOUR ACCELERATION PLAYBOOK, BY GOAL
Pick the goal you are working on.
See how it plays out here.
Goals you choose, not steps in order. Your AI coach tailors the roadmap to your own numbers. Figures below are rules of thumb, not targets you must hit.
Validate the financial pain and the regulatory path.
What counts as proof
A specific financial problem identified, a target user group engaged, and a clear understanding of the required permissions.
What your AI coach flags
- Building a complex product before knowing if it's legally allowed
- Assuming users will trust a new brand with their money immediately
- Ignoring the cost of identity verification and onboarding
Example roadmap moves
- Interview target users to map their current financial workflow and frustrations
- Draft a regulatory roadmap: will you use a partner's license or get your own
- Create a simple prototype to test one core financial transaction or insight
- Secure a small number of beta users to test the onboarding experience
How an operator helps
Where practices get stuck.
Operators who have run service businesses spot these early, and work through them with you.
The regulatory detour
Spending a year and a lot of capital on a license before testing if customers actually want the product.
Negative unit economics
Selling a financial service where the transaction costs and fraud losses exceed the fees.
The feature factory
Adding more tech features to a financial product when the real problem is a lack of trust.
Partner dependence
Building a business that can be shut down overnight by a change in a bank's risk appetite.
What your operator works through with you
Unit economic audit
What they look at
Your fees, transaction costs, partner cuts and loss rates.
What they push back on
Relying on volume to solve a fundamental margin problem.
You leave with
A net contribution model and a pricing plan.
Regulatory and risk check
What they look at
Your license status, partner terms and compliance processes.
What they push back on
Operating in a 'gray area' without a clear path to full permission.
You leave with
A regulatory roadmap and a risk management plan.
Trust and conversion plan
What they look at
Your onboarding flow, brand signals and security disclosures.
What they push back on
A high friction signup that doesn't build enough trust to justify the effort.
You leave with
An optimized onboarding flow and trust building strategy.
Scale and infra review
What they look at
Your ledger systems, partner integrations and support overheads.
What they push back on
A system that requires manual work for every new transaction.
You leave with
An automation roadmap and a partner diversification plan.
1:1 expert helpGet matched.
Get matched.
Book. Leave with a plan.
01
Get matched
AI MatchingFinding the right experience…96%Nia Mensah
Retention strategy
91%Luca Romano
Customer activation
87%Tom Brennan
Onboarding design
02
Book a time
Pick a time€0 · first call free
Amara Okafor
Pricing strategy · 30 min
Tue 23 Sep
10:00
Tue 23 Sep
15:30
Wed 24 Sep
09:00
Wed 24 Sep
17:00
Shown in your timezone
Book this time03
Summary & takeaways
Call summarySession · 30 minutes
Idea validation & customer discovery
Key takeaways
Buyers solve this today with spreadsheets and extra hours.
Three of four would pay to cut onboarding to one day.
The pilot offer needs a defined start date, not a demo.
Action points
Draft the paid pilot offer
Interview two more buyers
Saved to your company brain and Roadmap.
Calls happen live in the platform
Meet live. Leave with the decision.
No links out. The recording and summary save themselves.
Live, one to one 00:00
Greg · Product
You speaking
“Is this segment worth building for?”
30 minutes Summary saved to your AI coach
When to call an operator
Three moments a call
pays for itself.
01
A major bank offers a distribution partnership
Evaluate the impact on your independence and the split of the economics.
02
A significant fraud event occurs
Review your risk controls immediately and communicate clearly with stakeholders.
03
You are applying for a new regulatory license
Prepare your evidence of past compliance and your future risk management plan.
Questions, answered
Before you
take the next step.
Fintech
Membership & Everyday Founders
Everyday Founders membership
The support stays.
Even when the goal changes.
Your AI coach, goal-led playbooks and unlimited 1:1 operator advice in one membership.
Choose your billing term
Special launch priceSatisfaction guarantee. Full refund within 14 days if not satisfied.