Path C — Higher-Comp Move

Research Curriculum

Last updated 2026-07-19 · Read at night · Iterate in scoping sessions

The goal of this curriculum is to close the context gap — the difference between understanding state-government finance and reading a private-sector company the way someone inside it reads it. Without this, lane-narrowing, outreach targeting, interview answers, and offer evaluation all run on guesswork.

Topics are ordered by leverage, not alphabet: the earlier items unlock decisions the later items build on. You can evaluate any offer once A + B are internalized.

Priority Order

TOPIC B · START HERE Ready

Equity Compensation (deep)

ISOs vs NSOs vs RSUs, vesting mechanics, strike prices and 409A, exercise cost, tax treatment, QSBS, liquidation preferences, worked examples at Series B / C / public, negotiation levers. The numerical foundation for evaluating any offer.

TOPIC A To do

Company Lifecycle & Funding

Seed / A / B / C / D / growth / pre-IPO / IPO — what each stage means operationally, headcount/revenue markers, venture math, dilution, burn and runway, why companies raise, recent market dynamics (ZIRP → correction → now).

TOPIC C To do

Finance Function Roles

CFO / VP Finance / Head of FP&A / Strategic Finance / BizOps / Chief of Staff — what each role actually does at different company stages, team sizes, scope, comp, career arcs.

TOPIC G To do

Offers & Negotiation

Anatomy of an offer, equity numeric reasoning, competing-offer leverage, pension trade-off as negotiation lever, red flags in offers, when and how to push.

TOPIC D To do

Growth-Stage KPIs & Operating Rhythm

ARR, NRR, GRR, burn multiple, magic number, Rule of 40, CAC payback, LTV/CAC, the finance calendar at a growth-stage SaaS company, board materials, investor relations at private companies.

TOPIC E To do

Industry Landscape Deep Dives

AI foundation models, applications layer, infrastructure; fintech; sports tech; sports team business; biotech/healthtech. Who's who, funding, moats, risks.

TOPIC F To do

Hiring Process & Interview Mechanics

How growth-stage companies source, typical interview loops, case formats, financial modeling exercises, culture fit, references and backchannels.

TOPIC H To do

Company-Specific Due Diligence (ongoing)

Deep dives on tier-1 companies as they emerge. Current funding, leadership, product direction, Glassdoor/Blind read, recent press, hiring signals. Builds alongside the rest of the curriculum.

Other Research

FAMILY HOUSING RESET Ready

What If We Sold the Lacey House?

A family-specific housing thought experiment for two adults, a small child, one dog, and two cats. Compares two-bedroom rentals, rural houses, manufactured homes, a family-sized RV, camp hosting, and co-buying—with an adjustable cash-flow calculator, rural internet test, and a hard exclusion of options that only work for solo adults.

RURAL LAND DEEP DIVE Ready

Own the Dirt First?

The ownership-first version of the housing reset: serviced land plus a permitted RV bridge, land-and-manufactured-home financing, modular and small-cottage builds, used-home moves, barndominiums, cabins, and the dead ends. Includes a cash stress test, county occupancy rules, Starlink and backup internet, and ten current properties.

RN PATHWAYS Ready

Becoming an RN from Lacey, WA

Separate project: every realistic route to an RN license from Lacey — application calendar, admission odds by school, costs, financial aid, and the moves that raise acceptance chances. Four applications open in early August 2026.

BSN DUE DILIGENCE Ready

Three BSN Programs, Vetted

Deep-dive packets on Saint Martin's (Lacey), PLU's accelerated BSN in Lynnwood, and Concordia St. Paul's Portland site — eligibility against her exact profile, timelines to graduation, clinicals, NCLEX pass rates, cost, aid, and the call checklist for each.

BSN EXPANDED SEARCH Ready

Five More Puget Sound BSN Programs, Vetted

UW Seattle, Seattle Pacific, PLU's newly approved Auburn ABSN, Northwest, and SeattleU — eligibility against her profile, the shared 90-quarter-credit gate, deadlines, clinicals, five-year NCLEX results, costs and aid, unresolved questions, and the revised application plan.

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