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Leading with
Finance Training & Coaching

 

Handmade for
Entrepreneurs
+ Non-Financial Executives
+ Emerging Leaders

 

Handmade by Veteran Startup CFO + Founder + Former Wall Street Investment Banker

 

 

Are financial reports leaving you feeling overwhelmed and confused?

 

Do your eyes glaze over when your CFO or CPA prepares your financial reports?

 

Do acronyms like EBITDA, or IRR, or APR, or WACC, or SAFEs, or LTV, or terms like Working Capital, Liquidity, Preference Stack, or Unit Economics seem like a foreign language?

 

You're not alone.

 

Finance can seem perplexing as an entrepreneur (insiders insist on the jargon), but it's crucial for your business's success.

 

This boot camp is designed to help you gain the clarity, confidence, and control you need to achieve your mission

 

I will demystify financial jargon and equip you with the knowledge and skills to confidently lead your company to the promised land.

 

Don't let financial management hold you back any longer.

 

Join our Finance Bootcamp today and take control of your business's financial future. It's time to unlock your potential and achieve the success you deserve.

Sign Up Now

Hello, it's great to meet you. My name is Patrick DePeters, and I'm the Founder & CEO of THE LATITUDE, a Certified Executive Coach and experienced entrepreneur.

 

I'm creating this Finance Bootcamp to assist entrepreneurs like you in gaining the financial knowledge needed to achieve your goals, just like it helped me to achieve my entrepreneurial goals.

 

Throughout my career, I have founded, managed, and sold various startups in different industries, including fintech, media, entertainment, and pet food/pet tech.

 

I have raised over $35 million in capital, managed complex finances and operations, and supported firms through significant milestones, such as mergers and acquisitions.

 

I. M&A Investment Banking on Wall Street

 

Before becoming an entrepreneur, I worked on Wall Street in M&A investment banking for one of the world's largest investment banks in both New York and London.

 

On Wall Street, I helped advise dozens of Fortune 500 companies through multi-billion dollar M&A and other strategic finance transactions.

 

This formative experience gave me a strong foundation in corporate finance, strategy, value creation, and deal structuring. It also gave me insight into how the world's most important companies think strategically.

 

II. Wall Street to Succesful Entrepreneur & CFO:

 

With my finance toolkit, I left Wall Street and joined my first startup as CFO and co-owner. I architected and implemented a comprehensive strategy that helped transform a fledgling financial services startup into a market-leading company, which invested over $150 million into over 350 film and media projects, executed an M&A strategy to buy complimentary firms, received over $35 million in investment from institutional investors, and finally sold control to a public company.

 

The CEO of the public company noted in an interview on a Canadian public television interview that he wouldn't have been interested in acquiring an outfit in the entertainment industry, but, as he noted in a public television interview...

 

"BondIt's financial sophistication blew me away"

 

Thus, I learned that having a solid financial foundation is crucial to growing a successful business. It can help make a valuable, differentiating first impression on investors, banks, and others, opening doors to opportunities that otherwise may be closed to your business.

 

As someone who understands the challenges of building a successful business, I've designed this boot camp to be practical and useful for operators like yourself. I'm here to support you as both a teacher and a coach.

 

While my expertise lies in finance, innovation, and strategy, my heart lies in entrepreneurship, teaching, and coaching.

 

I'm passionate about teaching entrepreneurs and non-financial executives like you the concepts and methods you need to make informed decisions so you can achieve your vision. The world needs you to help drive us all forward.

 

I aim to equip you with the finance knowledge, skills, and mindset necessary to lead with finance and achieve your goals.

 

I am excited to teach you the necessary finance skills to confidently lead your business and career toward achieving your extraordinary vision.

 

Feel free to drop me a line directly - I'd love to meet you and answer any questions you may have. My direct e-mail is [email protected]

TESTIMONIALS

“Working with Patrick has been the bedrock of my career. I am most grateful for the opportunity to work with him as I've learned a tremendous amount.” 

- Taylor Slade, Private Equity Professional

"If I could afford Pat full-time, I would do whatever it took to get him on my team. He is like the Lebron James of CFOs and CEOs.”

- Sean Donovan, Consulting Client

"Patrick is world-class across the board...his expertise and lead-by-example understanding of seemingly all financial know-how has been a huge addition to our team; Pat is a technical stallion in finance, and we all lean on him to lead the way in big ways. Pat's expertise has rubbed off on the team and made everyone smarter + better, period."

 – Matthew Helderman, Fintech Founder & CEO

“Having the chance to work with Pat has been an unexpected bonus as I am learning something new every day (rare in mid-career) and Pat is definitely a big part of that.”  

- Simon Hitzig, CEO, Accord Financial Corp. (TSE: ACD)

"I have known Pat for over 10 years, and I can honestly say he is one of the most impressive, well-rounded entrepreneurs I have ever met.

His extensive knowledge of entrepreneurship, strategy, innovation and finance, combined with his experience in building and exiting numerous ventures in diverse industries, gives him a unique perspective on the industry.

What sets Patrick apart is his exceptional ability to coach, teach and mentor founders, helping them up-level as business leaders and drive their companies to successful outcomes.

If you want to learn from one of the best in the business and unlock the financial dynamics driving your startup, I highly recommend connecting with Patrick and The Latitude."

— Grant Hosking, VC Managing Partner at Align Ventures

SOLID FINANCIAL ACUMEN SIGNALS SOPHISTICATION, COMPETENCE, AND TRUST TO INVESTORS & STAKEHOLDERS

 

Patrick was the founding CFO and Co-Owner of BondIt Media Capital which was acquired by Canadian public company Accord Financial Corp (TSE:ACD). In a public television interview, the CEO of Accord Financial praised BondIt's financial sophistication as both a surprise and a key differentiator.

 

Our financial acumen opened a door to opportunity...

 

REGISTER YOUR INTEREST TODAY

Finance Made Interesting for Business Leaders

 

👇🏻 You don't need an accounting degree or an expensive MBA to make smart financial decisions as a business leader.

 

Our interactive bootcamp brings finance to life through real-world examples and hands-on exercises. 🙋🏼‍♂️

 

Develop the skills you need to steer your company's financial strategy to keep control and generate durable value. 💪🏻

 

What You'll Learn:

✔ Finance fundamentals to interpret key statements and metrics

✔ Strategic financial planning for growth and profitability

✔ Capital raising strategies to fund your vision

✔ Valuation methods for potential deals and exits

✔ Financial decision making for long-term value creation

FEEL EMPOWERED AND IN CONTROL OF YOUR DESTINY. 

WE'LL SHOW YOU THE ROPES SO YOU CAN REACH YOUR SUMMIT.

YOU WILL LEARN:

✔ Financial statement fundamentals to analyze performance and spot issues

✔ Key ratios and KPIs to track progress, benchmark and make decisions.

✔ Budgeting, scenario analyses and forecasting techniques to plan strategically and manage risk.

✔ Capital sources and allocation strategies to maximize value and fuel growth.

✔ M&A fundamentals to evaluate opportunities and risks competently.

✔ An integrated framework to approach financial topics holistically, not in isolation.

FINANCE BOOTCAMP

 

This Bootcamp Is For You If...

 

You're a Founder / Entrepreneur, Non-Finance Executive, or You are a High-Potential Leader who:

 

  • Wants to make smarter financial decisions that maximize value.

  • Needs to understand financial statements and key metrics to assess your company's health.

  • Struggles to evaluate funding options, investments and strategic initiatives from a financial perspective.

  • Feel limited in leading financial discussions and negotiations with certain counterparties.

  • Desires a stronger grasp of finance to excel in leadership roles and advance your career.

You realize that:

  • Financial knowledge is a crucial skill for any business leader.

  • The ability to think and act like a CFO will set you apart and take your impact to the next level.

  • Strategic financial acumen and decision making will fuel sustainable growth at your organization.

You're ready to:

  • Gain a solid foundation in core finance concepts tailored for your needs.

  • Learn from an expert instructor and apply knowledge through real-world exercises.

  • Walk away with an integrated framework and the confidence to apply it immediately.

If this sounds like you, then this intensive bootcamp is designed specifically for gaining the financial mastery you need to excel as a non-finance executive.

 

In Just ONE month, YOU Could:

✔ Make more informed decisions that create real value

✔ Gain the credibility & know-how to raise capital successfully, negotiate deals and lead strategic initiatives.

✔ The confidence to excel in your role and advance your career.

✔ Utilize practical tools and templates you can apply in your business immediately.

✔ Your enhanced financial acumen will help you make intelligent business decisions, manage your financial resources well, confidently execute your growth strategy, raise capital from investors, sell (or buy) businesses with strategic M&A insights and achieve your personal and organizational mission.

REGISTER YOUR INTEREST TODAY

CURRICULUM

MODULE 1

Finance Fundamentals

In this intensive module you'll learn to:

  • Refresh on finance fundamentals - definitions, elements and how to read financial statements.
  • Gain a working knowledge of balance sheets, income statements and cash flow statements.
  • Calculate and interpret key financial ratios to assess the health of your business.
  • Understand concepts like IRR, ROI, ROIC, EBITDA, and more.
  • Learn the 4 core principles of corporate finance that every executive should know.

 

MODULE 2

Own the P&L and Drive Strategic Decisions

In this intensive module, you'll learn to:

  • Master key skills to maximize profitability, manage risk and create durable value.

  • Create budgets and forecasts that are based on key assumptions and scenario analyses.

  • Plan revenues realistically and manage expenses strategically for profitability.

  • Evaluate different sources of capital like equity, debt, venture capital and angel investors.

  • Understand terms, dilution, valuation and tradeoffs of various funding options.

  • Conduct a thorough SWOT analysis of your organization within your industry

  • Align your financial strategy with your corporate and operational strategy.

    You'll walk away with the ability to:

  • Own your P&L and drive decisions that impact the bottom line.

  • Manage cash flow and balance sheets proactively.

  • Make strategic choices around funding, investments, and initiatives.

  • Identify risks and opportunities through financial analysis.

  • Create durable value through a holistic financial strategy.

  • Learn the skills to own the P&L and lead with financial intelligence.

MODULE 3

Make Strategic Financial Decisions and Lead with Impact

Master the skills executives need to succeed and drive sustainable growth.

In this intensive module you will learn to:

  • Align financial goals with your organization's business objectives
  • Develop capital allocation strategies to fuel growth and manage costs
  • Make informed financial decisions that balance risk and reward for sustainability
  • Present financial matters and recommendations confidently to boards, CEOs and investors
  • Apply strategic financial management principles to your unique corporate context.
  • Implement financial strategies to optimize performance at your organization.
  • Study examples of both success and failure to learn from the experiences of others.

You'll walk away with the ability to:

  • Think and act like a business leader - not just a finance executive.
  • Make strategic decisions that propel your organization forward.
  • Lead with financial intelligence that drives impact and sustainable growth.
  • Implement strategies to optimize performance and maximize value.

MODULE 4

Gain Strategic Financial Acumen and Drive Business Impact

Master the skills to make strategic financial decisions that maximize value.

In this module you will learn to:

  • Apply concepts like discount rates, volatility, risk, return and unit economics strategically.
  • Master key metrics like LTV, CAC and LTV/CAC ratios to optimize your business model.
  • Calculate and interpret hurdle rates, ROI, ROIC, WACC and more for strategic decision making.
  • Understand the present value of cash flows and terminal value to evaluate opportunities accurately.
  • Develop a holistic view of the financial health and value drivers of your business.

You'll walk away with the ability to:

  • Make strategic financial decisions that maximize value and drive business impact
  • Analyze financial data to spot issues, opportunities, and value levers
  • Communicate confidently with finance teams and investors
  • Raise capital and negotiate from a position of strength and credibility.
  • Excel in your role and advance your career with strategic financial acumen.

MODULE 5

Strategic Finance & M&A 

Module 5 covers advanced strategic finance topics to help you make informed decisions for your company's critical events like raising capital, M&A, and running a successful sale process.

In this intensive module, you'll learn to:

  • Raise capital with confidence.
  • Negotiate favorable investment terms.
  • Choose suitable capital sources and structures (debt, common vs. preferred equity, convertible notes, SAFEs, mezzanine).
  • Cap table, capitalization, debt, equity, hybrid formats
  • Prepare your company for M&A opportunities.
  • Value companies and understand deal considerations.
  • Craft win-win deals that fuel growth.

Key topics include:

  • Capital raising strategies and processes.
  • Negotiating term sheets
  • Analyzing capital structures
  • M&A fundamentals, types, and examples
  • Due diligence and deal valuation
  • Key M&A terms and transaction structures
  • Designing mutually beneficial deals

With this module, you’ll gain the strategic finance skills needed to steer your company through significant events, transactions, and new stages of growth.

REGISTER YOUR INTEREST TODAY!

 

FLEXIBLE LEARNING 

Self-paced or intensive 4-week format with live webinars for flexibility so you can get back to building your business.

 

INTERACTIVE WORKSHOPS

Interactive workshops and real-world exercises to cement learning and apply knowledge immediately.

 

PRIVATE COMMUNITY

Private online community for peer support, collaboration, networking and support from instructor.

 

PRACTICAL RESOURCES

Access to resources like financial models, templates, and quick reference sheets  

OFFICE HOURS

Office hours to workshop your specific topics and business needs in real-time

 

EXECUTIVE COACHING

Weekly group coaching and 1:1 mentorship from expert instructor & Certified Executive Coach, Patrick DePeters.

 

Practical Finance

Made EASY & INTERESTING

No accounting degree needed.

Just the confidence and skills to steer your company's financial strategy.

Our hands-on bootcamp will empower you to:

✔ Interpret key financial statements to operate confidently

✔ Develop strategic plans for growth

✔ Raise capital to fund your vision

✔ Evaluate deals and exits

✔ Make decisions for long-term value

✔ Take control of your financial future

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