License summary
Last updated: 1 January 2026
The plain-English version. The License Agreement included in every kit is the full, binding text; if they ever differ, the agreement applies.
Lite, Starter and Pro: single-company licence
- You can use the kit to plan, fundraise and report for one company: yours. Change anything, add your logo, and share your filled-in files with investors, advisors, your board and team.
- You can't resell, give away or publish the templates or PDFs, upload blank templates to marketplaces or courses, or use the kit for several companies.
Premium: advisor licence
- You can use the kit for any number of companies you own or advise, including paid advisory, fractional CFO or accelerator work, with up to five people in your firm. Clients keep and update the completed files made for them.
- You can't share the blank templates, PDFs or case studies with clients or anyone outside your firm, or resell the kit as a product.
Everyone
- You own your data and the filled-in files you make.
- Sample companies and figures are fictional.
- The kits are educational planning tools, not financial, legal or tax advice. See the disclaimer.
Questions about licensing for a team or accelerator? Contact us.