Overview 2

Welcome to Your Financing Journey

This course is your practical guide to steward-ownership aligned financing. It is shaped as a learning journey, divided into three major stages (aka milestones), each made up of several chapters.

Each milestone below is a step on your journey – from understanding the basics to reflecting on your own situation, and preparing to raise funds, to wrapping up with case studies, practical examples, and resources for deeper exploration.

You can start at the beginning and move through in order (what we recommend!), or jump into the chapters that meet you where you are. Each milestone is made up of different chapters filled with bite-sized lessons, tools, and checkpoints to help you move forward on your personal journey.

But, before diving into the journey, we’ll first take you through the Onboarding chapter — where you’ll find some helpful pointers, and a bit of housekeeping to get you grounded.

Start Onboarding Now
Milestone I – Understand
Understanding Steward-Ownership Aligned Financing
MILSTONE I – UNDERSTAND
Understanding Steward-Ownership Aligned Financing

 

The first milestone lays the foundation for understanding what steward-ownership and its principles are about and why it requires aligned financing to safeguard purpose-orientation and independence. It draws on real-world examples, tested structures, and the lived experience of entrepreneurs who’ve chosen steward-ownership as a path to lasting impact.


1. Beyond Business-as-Usual – Why Aligned Financing Matters

2. Breaking it Down – Understanding the Basics

Checkpoint – Ready to Proceed?

4. Building Blocks – Deep Dive into the Structures

5. Choose Your Tools – Financial Instruments for Steward-Ownership Aligned Financing

Explore Milestone I
Milestone II - Discover
Designing Your Financial Structure
MILSTONE II – DISCOVER
Designing Your Financial Structure

 

In this milestone, you'll move from learning to doing – mapping your financial needs, exploring legal and structural options, and laying the groundwork to design a steward-ownership aligned financing model that fits your business and your mission.

5. Design Your Structure – Map Your Finance Needs

6. Tools of the Trade – Exploring the Legal Terms & Structures

Explore Milestone II
Milestone III – Fundraise
Finalizing the Deal
MILSTONE III – FUNDRAISE
Finalizing the Deal

This milestone prepares you for the real-world conversations that bring aligned investment to life – helping you craft your narrative, build trust with investors, and finalize a steward-ownership aligned financing structure that supports your mission and independence for the long haul.

7. Build Your Narrative – Fundraising Preparation

8. Getting Investor-Ready – Finalizing the Deal

 
Explore Milestone III
Finished
This is Where We Leave You

FINISHED
More Resources for Your Continued Learning

You’ve reached the final step. This closing milestone gathers everything you’ve learned into one place, offering inspiration from real-world examples and a resource hub you can return to as you move forward on your steward-ownership aligned financing journey.

Check-out

Case Studies

Further Examples

All Resources & Other Actors

 
 
 
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