Case studies  /  The CEO persona
CEO PERSONA · FUNDRAISING

The founder who walked into the board meeting ready.

A first-time founder had six days, forty messy slides, and no story. She put a two-time CEO on her screen — and walked out with a term-sheet intro.

RA
“Atlas” · CEO persona
Built from a two-time founder · ★ 4.9
40→12
slides
faster prep
1
term sheet

The situation

Maya runs a seed-stage SaaS company. Her first real board meeting was six days away, and her deck had grown into forty slides of dashboards with no through-line. She knew the numbers cold — she just didn’t know what a board actually wants to hear, or how to survive the questions.

She didn’t need someone to build the deck for her. She needed someone who’d sat on the other side of that table to look over her shoulder.

Where she got stuck

“Every slide felt important, so I couldn’t cut anything. And I had no idea what they’d grill me on. I’d freeze on the burn question every time I rehearsed.”

Inside the session

She opened her deck and pressed the hotkey. The persona could see exactly what was on screen.

MAYA
“Board meeting’s in a week. This is my deck. Where do I even start?”
ATLAS · CEO PERSONA
“Forty slides is a data dump, not a story. A board wants three things: are we on plan, what’s the one risk, and what do you need from us. Let’s cut to twelve. Watch — I’ll show you which ones earn their place.”
ghost cursor highlights slides 4, 7, 9–14 to cut
MAYA
“What will they push on?”
ATLAS · CEO PERSONA
“The burn. Don’t hide it — lead with it. Put runway on the same slide as the ask. Let’s rehearse: I’ll be the skeptical board member, you answer. Ready?”
“It was like having a chairman sit next to me for a week — except I could ask the dumb questions.”
Maya · founder, seed-stage SaaS (illustrative)

The outcome

12
tight slides, down from 40
faster to a final deck
1
term-sheet intro from the board

The meeting ran on time. When the burn question came, Maya answered it before it was asked. The board didn’t just approve the plan — one member offered to introduce her to a fund. And the next time she builds a deck, she won’t need the help.

Put a CEO on your screen.

For your next board meeting, raise, or hard call.

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