This comprehensive masterclass equips founders of all backgrounds with the essential knowledge to navigate the complex world of consumer packaged goods (CPG) finance and fundraising for beauty, wellness, food, and beverage companies. By the end of the class, attendees will have a solid introduction to the fundamentals of financial management specific to the CPG industry, as well as practical guidance, playbooks, and tactics for showcasing and storytelling your financials to investors and executing fundraising. Armed with these insights, participants can leave better prepared to secure capital in pursuit of growth and success in their CPG companies.
NOTE: No accounting or investment banking background is required for success in this class; however, an application is required to develop cohorts of founders actively seeking to scale their companies. This masterclass emphasizes practical application, providing hands-on exercises and real-world case studies to reinforce learning. By engaging with industry experts and peers, attendees will have an opportunity to develop a valuable network in the CPG sector. This approach is designed for participants to leave with theoretical knowledge and actionable strategies and tactics they can immediately implement in their own CPG companies.
This masterclass is structured as a three-part program, each focusing on one of the main topics outlined in the curriculum.
Lisa Stone is a Silicon Valley builder with multiple exits turned investor. Lisa has raised $100M+ in venture investment for companies she founded or helped lead, and built five customer movements (25-245M unique visitors/month) from lifestyle to enterprise, using pricing, programs and platforms she designed to achieve business goals. As an investor, Lisa to date has helped raise $140M+ from limited partners, including family offices and institutional investors. Today Lisa is a General Partner with the BrainTrust Fund, an early-stage beauty and wellness fund, and an advisor to myPocketCFO.
Alice Zhang is the founder and CEO of myPocketCFO. She is passionate about making financials a superpower for everyday brand builders. She has a knack for “reading a founder’s story out of your financial statements.” Previously, she served as the CFO at Premise Data ($146M raised from Valor, Social Capital, and GV) and as a fractional CFO for several CPG brands. Prior to this, she worked as finance country head for Xerox's Greater China office and at McKinsey. Alice graduated from Wharton Business School with an MBA.