Kyber Education

The Problem

Every other function in your portfolio reports in numbers you can underwrite. Marketing doesn’t.

Finance closes to the ledger. Sales carries a quota and an auditable pipeline. Engineering ships against a roadmap. Marketing — routinely the second-largest discretionary spend in the company — reports in reach, engagement, and a blended CAC that collapses under cohort decomposition.

I’ve sat on both sides of this. In diligence, marketing is where the growth narrative faces cross-examination: LTV asserted rather than modelled, payback quoted as an average that conceals the dilutive segments, attribution that doesn’t survive the second question. Inside operating companies, it’s where capital quietly leaks — spend defended by precedent rather than expected return.

The function isn’t broken. It’s uninstrumented. Marketing leaders are fluent in channels and tools; almost nobody teaches them the financial architecture those tools operate inside. That’s the structural gap this curriculum closes.

We run it before we teach it.

For a portfolio, the training serves one of two mandates. Assets tracking toward a liquidity event get their marketing function to investor-grade before the data room opens — a faster close, with numbers that hold. Assets missing plan get the forensic discipline that isolates the dilutive segments and eliminates the dead spend — the burn stops, and the option value comes back.

One Competence, Two Halves

The finance tells them what’s true. The data lets them act on it.

Discipline 01

Marketing Finance

Reading the business the way capital does: pricing power, capital allocation, cash flow mechanics, industry economics, cost of capital, portfolio discipline — grounded in CFA Level 1 & 2 material, reframed for marketing leaders. No marketing course on the market teaches from this base.

A team with the first but not the second can diagnose but not operate.

Discipline 02

Data & Machine Learning

Measuring and running the system: pipelines that survive an audit, models read with appropriate skepticism, experimentation that proves incrementality, and an operating layer where AI works the edges — ingestion, orchestration, interpretation — while the math stays deterministic and auditable at the core.

A team with the second but not the first gets destroyed in diligence.

A team with both runs marketing the way you run capital: predictability, customer equity, margin health.

Portfolio Deployment

Breadth across the portfolio. Depth where the capital event is.

Deployment matches the fund’s operational motions. Portfolio-wide seats raise the baseline of every marketing team you oversee. Installation seats are reserved for the high-stakes assets: a capital event inside eighteen months, an exit process forming, or a turnaround that needs its unit economics rebuilt before the next board meeting.

01

Raise the floor.

Portfolio-wide seats for marketing leads. Six weeks to a function that budgets in expected returns and reports in the language of your IC. Volume terms by conversation.

02

Sprint to the event.

Installation seats for assets approaching a liquidity or capital event. Unit economics rebuilt at cohort level, contribution margin isolated by segment, an investor-grade growth narrative drafted on their live data — weeks before the data room opens.

03

Private cohorts.

Either program, delivered privately to your portfolio alone — your companies, your timeline, casework on their real numbers. Priced per engagement.

Book a portfolio conversation→

The Programs

Three tracks. One standard.

Funds deploy these across portfolios. Individual operators and single companies enroll directly.

Learn It · Flagship Course

Marketing Finance: Boardroom‑Ready

Six weeks, live online cohort. Two 90-minute working sessions per week, plus casework.

What you’ll do: Work every concept against a complete, multi-cohort D2C business case — a premium skincare brand at ~$9M revenue, 65% gross margin, with a full internally consistent P&L, balance sheet, cash flow, and cohort economics. You do the math, every week.

You leave able to: connect any marketing activity to the three financial statements, build and defend a budget in the CFO’s language, and walk into a board meeting with phrases you can use verbatim.

$2,500 per seat

Join the waitlist→

Learn It

Data & Machine Learning for Marketing

Four to five weeks, live online cohort. Two 90-minute sessions per week, plus applied exercises.

What you’ll do: Build and interrogate the quantitative core of a marketing function — regression, Bayesian MMM, cohort survival, incrementality testing — with LLMs deployed exclusively for ingestion, orchestration, and interpretation. Never the calculations.

You leave able to: read a model, challenge a model, and run an operating layer around one without it quietly corrupting your numbers or your judgement.

$1,800 per seat

Join the waitlist→

Learn It · Capstone

Failure Modes

Requires completion of Marketing Finance: Boardroom-Ready.

Online only. Live cohort.

What you’ll do: Work the library of failure modes that silently degrade valuations and kill deals — how each one hides inside a standard report, and the decomposition that exposes it.

You leave able to: audit any marketing number for the distortions that survive a dashboard and fail diligence — and build the measurement discipline that prevents them.

$4,500 per seat

Join the waitlist→

Apply It · Application Only

The Installation

Eight weeks. Application-only, deliberately small. Both disciplines applied to your own live business — a guided version of a Kyber consulting engagement.

You leave with:

—Unit economics rebuilt at cohort level — CAC against cohort LTV by vintage and channel, payback at the cohort layer rather than blended averages
—Contribution margin at segment resolution — including which customer segments are dilutive
—Cohort survival and churn analysis on your own customer base
—A working data and AI operations layer configured on your own stack
—An investor-grade marketing narrative — the story your numbers support, in the language acquirers and underwriters accept

You don’t leave understanding the methodology. You leave with it running on your business.

$9,500 per seat

Apply→

The Method

Worked, not watched.

Every session is live, and every concept is stress-tested against real financial data — the worked case, or in the Installation, your own ledger. Juan Mouton leads every cohort directly; no sessions are outsourced to guest speakers or teaching assistants. Cohorts are strictly capped so the feedback on your casework comes from the architect of the methodology.

This is not a 300-person webinar with a workbook. It is the room where the discipline gets installed.

What’s Actually Taught

The curriculum, module by module.

01 · Marketing Finance: Boardroom-Ready

Marketing Finance: Boardroom-Ready

Six weeks · Seven content areas

02 · Data & Machine Learning for Marketing

Data & Machine Learning for Marketing

Four to five weeks · Five modules

Cape Town · In Person

The Intensive

The finance curriculum at workshop intensity — one to two days, in-room, Cape Town. Built for South African marketing leaders who want the discipline without the six-week cohort.

R7,500

Enquire

Questions

Marketing is the least instrumented function in your portfolio.

Every other function in your portfolio reports in numbers you can underwrite. Marketing doesn’t.

The finance tells them what’s true. The data lets them act on it.

Marketing Finance

Data & Machine Learning

Breadth across the portfolio. Depth where the capital event is.

Raise the floor.

Sprint to the event.

Private cohorts.

Three tracks. One standard.

Marketing Finance: Boardroom‑Ready

Data & Machine Learning for Marketing

Failure Modes

The Installation

Worked, not watched.

The curriculum, module by module.

Marketing Finance: Boardroom-Ready

Data & Machine Learning for Marketing

The Intensive

Built the systems. Ran the engagements. Teaches what he operates.

Asked before every engagement.

Protect the downside. Accelerate the upside.