Meet Alexa Von Tobel, Harvard Business School dropout and founder of LearnVest, the fastest-growing financial planning software company in the history of the U.S.
She grew LearnVest from a bootstrapped NYC startup, to raising $69 million in venture funding, to then selling the business to Northwestern Mutual for $375 million in 2015!
With more than 1.5 million customers using her personal finance software, Alexa knows exactly where to look for the biggest leverage points in your business financials.
After stepping down as CEO in 2019, Alexa launched her own $200M venture capital firm, Inspired Capital where she now actively invests in mission-driven entrepreneurs.
Along with being a New York Times best selling author with her book “Financially Forward”, she was also selected as one of Fortune’s “Most Powerful Women Entrepreneurs”!
SHE’S BEEN INCLUDED IN FORTUNE’S 40 UNDER 40 LIST, FORBES TOP 30 UNDER 30, AND FEATURED IN EVERYTHING FROM THE WALL STREET JOURNAL, FAST COMPANY, GOOD MORNING AMERICA, CNN, BUSINESSWEEK, THE TODAY SHOW, AND MORE!
From being a Certified Financial Planner and running LearnVest – the fastest growing financial planning software in the history of the US – to raising hundreds of millions of dollars and managing her own $200M investment fund …
There’s no one better to help optimize your business for both maximum growth and profitability!
ALEXA VON TOBEL, FOUNDER OF INSPIRED CAPITAL. SERIAL ENTREPRENEUR, VENTURE CAPITALIST,
AND NEW YORK TIMES BEST-SELLING AUTHOR OF “FINANCIALLY FORWARD”.
Here’s What’s Included:
- MODULE 1: GOAL SETTING FOR FINANCIAL FITNESS
In this module Alexa reveals her “6-Step Pyramid” for building a risk-averse, cash-rich and growing business. You’ll walk away being crystal clear on both your financial goals and exactly what it’s going to take to achieve them.
- MODULE 2: GETTING ORGANIZED
In this module you’ll get your financial house in order by getting everything organized the right way. From business structures and navigating the different types of debt, to protecting yourself and your business with proper insurance, it’s all here.
- MODULE 3: FINANCE BASICS: NUMBERS DON’T LIE
In this module you’ll master the finance basics without all the normal complexities. You’ll be able to see how your numbers tell the story of both the current health of your business and where it’s headed in the future.
- MODULE 4: MULTI-YEAR FINANCIAL GROWTH PLAN & BUDGET
In this module Alexa will help you forecast and build out both your financial growth plan and budget. This financial plan becomes your north star, helping you to make strategic growth decisions and experience predictable profitability.
- MODULE 5: THE FINANCE OF SCALING UP – HIRING, GROWTH, ETC
In this module you’ll learn how to scale up quickly the right way from someone who’s done it. You’ll learn about some of the absolute biggest leverage points of growth and how to align your financials to make them work for you even more.
- BONUS MODULE: VENTURE CAPITAL FUNDRAISING & PITCHING
In this bonus module Alexa teaches you both her very own multi-million dollar pitch deck and her 6-step fundraising process. Since she’s been on both sides of the investor table — both raising hundreds of millions of dollars and investing in companies herself, she can show you exactly what to do to succeed when you’re ready.
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