The Portfolio Business Cheatsheet

Everything I wish I had when I went independent. Free download.

After leaving my CCO role, I spent the first few months building infrastructure I could have had in place before I made the jump to working independently. This is the toolkit I put together from that experience — the tools, platforms, and resources I actually use to run my advisory practice, Wild Duchess, and the Somerset property, without an ops team or a corporate expense account.

It's for you if:

• You're planning to leave a senior role and go independent

• You've recently made the leap and are still cobbling together your setup

• You're building a portfolio career across more than one venture

• You want to know what actually works, not a generic listicle

It covers entity setup, CRM, contracts, invoicing, scheduling, email lists, AI tools, website, social, communities, and productivity — with honest notes on what I use, what I'd do differently, and some referral links.