THE PRIVATE WEALTH FUNDRAISER - COMPANION FILES
julianrsterling.com/wealth

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Revised 24 September 2026.

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WHAT IS IN THE ARCHIVE

1. The book's workbook, corrected
   Thornbury_Forecast.xlsx                 Chapter 15 and Appendix F
   00_START_HERE.md                        what changed is at the end

2. Blank_Model_Set/  (new)
   Thornbury_Forecast_Blank.xlsx           the same cohort forecast, every input
                                           emptied, for your own platforms
   Coverage_And_Readiness_Blank.xlsx       Chapters 2, 6 and 16: the triage of
                                           the target list, the coverage model
                                           of a platform, and the readiness
                                           self-assessment
   Each checks sheet counts what is still missing and tests what holds for any
   inputs. The book's figures are in book_inputs.txt.

3. Working_Documents.pdf  (new)
   Thirteen printable pages: the channel map and triage, the vehicle and the
   liquidity sentence, the narrative ladder, the coverage and operating model,
   the platform due diligence tracker, the Appendix B readiness checklist, the
   operational plumbing, the fee stack and the new-class test, advisor meeting
   preparation, the objection inventory, the family office decision map,
   servicing and bad news, and the funnel with the first ninety days.
   A4, fits Letter.

4. Forty_Questions.xlsx  (new)
   Forty questions across the book, marked by the file as you type.

5. Cases/  (new)
   Case_1_The_Quarter_The_Gate_Binds.xlsx             Chapters 4 and 13
   Case_2_When_The_Channel_Pays_For_Itself.xlsx       Chapters 6 and 9
   Case_3_The_Share_Class_For_One_Distributor.xlsx    Chapter 9
   Each case: the note on the first sheet, the model after it, checks at the end.

The files open in Excel, LibreOffice Calc, Google Sheets and Numbers. No macros.
