Founder GM Role-Based Path

Most founders run cash, payments, and financing as separate problems, each handled reactively whenever it happens to demand attention. A forecast gets rebuilt when the bank balance looks tight. A financing decision gets made under pressure, on whichever headline rate arrived first. A payment rail or an embedded offer never gets priced at all, just accepted as the cost of doing business. Each of these, on its own, is a small blind spot. Together, run this way for long enough, they’re the reason the UK’s 2028 financial literacy baseline exists in the first place — because most SMB operators genuinely cannot read, decompose, and act on their own working capital data yet.

This Path builds that capability in one deliberate sequence, not eight disconnected tools. You connect a live data feed, build the cash forecast that runs on it, benchmark the receivables variance that forecast surfaces, price your financing options before you need one, cost your payment rails properly, apply the same discipline to embedded offers, generalise all of it into a repeatable decision framework, and finish with an honest, scored account of where you stand against the 2028 standard — with a dated plan to close whatever gap remains.

By the end, you’re not holding eight separate skills. You’re running one operating rhythm — weekly, monthly, quarterly, annual — that a Role Diagnostic will show you actually moved, comparing where you started to where you finished. Budget roughly a quarter for the full Path, with your first working rhythm live within about a month.