Welcome back fellow investopreneurs!

If you have been following our story for the past 5+ years, bootstrapping Bootstrapper Capital and Bootstrapper.ai (on track for $1B EUM this year)…. you know…

We like to tie special dates… to special things… and try our best to tie special moments to meaningful work.

Every year on my mom’s birthday I try and do something special to remember her..

This year we want to celebrate the launch of a new Product Feature on Bootstrapper.ai specific to B2B Service Providers🥳 

The Firm of the Future Is Here.

Today isn’t just an announcement.
It’s a line in the sand for B2B service providers.

To celebrate my mom’s birthday, we’re launching something deeply personal and deeply practical: The Firm of the Future — a back-office infrastructure built specifically for B2B service firms inside Bootstrapper.ai.

If you sell services to small business owners, this video is for you.

Why This Matters (Right Now)

We’re in a once-in-a-generation shift.

AI is changing how services are delivered.
Service businesses are becoming productized.
Productized services are becoming SaaS.
SaaS is becoming agentic.

If you’ve spent 5, 10, or 20+ years building a firm, it’s normal to feel the tension:

• “Do I get disrupted?”
• “Do I fall behind?”
• “Do I even know what to build next?”

Here’s the truth:
Where there’s fear, there’s opportunity — if you have the right infrastructure.

That’s what we built.

What the Firm of the Future Actually Is

The Firm of the Future is a turnkey operating system for B2B service providers, built on top of the same platform already supporting:

• Hundreds of millions in equity under management
• Thousands of active business owners
• Capital access, valuations, and exit readiness
• A path toward $1B+ in bootstrapped equity under management

You don’t have to rip and replace your tools.
You don’t have to reinvent your offer.
You don’t have to predict the future.

You just plug into the infrastructure.

What You Get as a B2B Service Provider

Demand Side (Getting Clients)
• Steal and white-label proven lead magnets
• Use our assessments, calculators, templates, and tools
• Attribute every lead back to your firm
• Automatically capture leads in your CRM with full context

Supply Side (Serving Clients Better)
• Deep visibility into every client before the first call
• Data-driven conversations instead of guesswork
• A simple weekly cadence your clients actually follow
• Real valuations, risk scores, and readiness insights

Built-In Revenue Streams
• Offer the platform itself to clients
• Earn affiliate revenue when clients adopt tools and services
• Monetize capital access, software, and marketplace offerings
• Add recurring revenue without adding complexity

This is the blocking and tackling you don’t want to build yourself — already done.

Why This Is Different

This isn’t theory.

This is the exact infrastructure we built and use ourselves inside Bootstrapper Capital to help owners:

• Build equity
• Unlock capital
• Exit with ownership

Now it’s open to service partners.

Software + services.
AI + human in the loop.
Simple, affordable, and adoption-first.

The Fellowship (How We’re Onboarding)

We’re being selective.

Early access happens through a Fellowship Program designed to:
• Get you live with real clients
• Support hands-on adoption
• Prove value fast
• Avoid overwhelm

This is not a rip-and-replace.
It’s stand-up-alongside, land 5 clients, and scale from there.

Who This Is For

✔ B2B service providers
✔ Advisors, consultants, agencies
✔ Firms serving SMB owners
✔ Anyone who wants to build a durable, ownable firm in the AI era

If that’s you, apply.

👉 Apply Here

First-come, first-reviewed.
Mission-aligned firms only.

Trust the process.
Commit to the journey.
Build the Firm of the Future.

See you on the other side.