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Master B2C Subscription Finance.
Build Real Models. Think Like an Operator.

The complete training for finance professionals entering consumer subscription roles—build the business sense and technical skills needed to contribute from day one.

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6
Modules
30+
Self-Paced Lessons
45-Tab
Excel Backup
Lifetime
Access

See What's Inside

On-the-ground content. Real models. No fluff.

Full Syllabus Walkthrough

Preview all 6 modules and 30+ chapters

Excel Backup Preview

45 tabs of production-grade exhibits and models

The Curriculum

6 modules that take you from foundations to operator-level modeling

01

Intro to B2C Subscriptions

Subscription business models, customer lifecycle, and the foundational metrics that matter

02

Subscription Economics 101

Unit economics, LTV/CAC, CAC payback, and navigating growth vs. efficiency trade-offs

03

Building a Durable Subscription Business

Retention dynamics and how compounding effects drive sustainable balance growth

04

Bottoms-Up Subscriber Balance Modeling

Complete cohort modeling, trial mechanics, subscriber forecasting, and balance reconciliation

05

Diagnosing Metric Trends

How to spot real problems vs. mix-shift effects, avoid misleading averages, and debug churn

06

0-to-1 Strategic Modeling

Counterfactual thinking, free trial strategy, and annual plan launches

What You'll Be Able To Do

Practical skills you can apply immediately

Build multi-year subscriber and revenue forecasts using cohort-based models

Diagnose adoption and retention issues through cohort segmentation

Evaluate the qualitative and financial considerations behind new subscriber plans and tiers

Build LTV/CAC models that assess cohort efficiency and payback

Break down open-ended problems into strategic frameworks and dynamic Excel models

Develop intuition for subscription mechanics—not just the what, but the why and how behind every concept

What Students Say

"This course was extremely helpful. I already had several years of experience in consumer tech, but this put a much finer point on subscription models that I otherwise didn't have exposure to and helped set me apart when it came to case studies and interview questions. The materials are grounded in realistic scenarios and show you not just how to forecast subscription models, but more importantly how to be an effective cross-functional partner. Would highly recommend for people of all levels."

CL

Chris Li

Ex-Head of Finance at Whop · Placed at OpenAI

Who This Is For

Aspiring Subscription Finance Talent

Analysts from banking, consulting, or MBA programs breaking into consumer subscription roles. Walk into interviews with the skills and business intuition that typically take months on the job to develop.

Strategic Finance Teams

Leaders who need to ramp new hires fast and uplevel existing talent. Cut the multi-month learning curve and get your team contributing in weeks.

Cross-Functional Operators

Product, Marketing, Strategy & Ops, and Analytics professionals who want to understand the financial and business mechanics behind B2C subscriptions.

Ready to Master Subscription Finance?

Book a free 30-minute consultation to discuss your goals and see if this program is the right fit.

Book a Free Consultation
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